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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
BlackRock
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$914M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
4
Invesco
Invesco
Georgia
$661M
5
SCCM
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
351
Insight Folios
North Carolina
$4.53M +$18.5K +192 +0.4%
CIAS
352
Capital Investment Advisory Services
North Carolina
$4.53M +$53.1K +550 +1%
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$4.49M – – –
IIM
354
Intact Investment Management
Quebec, Canada
$4.49M +$2.05M +21,200 +84%
LIM
355
Leavell Investment Management
Alabama
$4.47M -$51.8K -537 -1%
WLPWM
356
Walled Lake Planning & Wealth Management
Illinois
$4.45M +$18.9K +196 +0.4%
ASN
357
Advisory Services Network
Georgia
$4.45M +$671K +6,952 +18%
NA
358
NewEdge Advisors
Louisiana
$4.44M +$2.56M +26,484 +136%
KRS
359
Kentucky Retirement Systems
Kentucky
$4.42M -$7.14K -74 -0.2%
WA
360
Wasatch Advisors
Utah
$4.42M +$96.5K +1,000 +2%
BWL
361
Bogart Wealth LLC
Virginia
$4.39M +$1.27M +13,186 +41%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$4.32M -$9.42M -97,570 -69%
SBWIC
363
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.3M -$19.3K -200 -0.4%
SFS
364
Sowell Financial Services
Arkansas
$4.3M +$665K +6,616 +18%
AAM
365
Advisors Asset Management
Colorado
$4.29M -$2.21M -22,875 -34%
QI
366
QS Investors
New York
$4.28M +$415K +4,300 +11%
ACM
367
Azimuth Capital Management
Michigan
$4.25M +$8.5K +88 +0.2%
BB
368
Bell Bank
North Dakota
$4.24M +$374K +3,869 +10%
HIC
369
Holderness Investments Company
North Carolina
$4.21M +$88.7K +919 +2%
MC
370
Moors & Cabot
Massachusetts
$4.2M -$196K -2,034 -4%
SPC
371
Sigma Planning Corp
Michigan
$4.19M +$326K +3,376 +8%
SCM
372
Schnieders Capital Management
California
$4.14M +$154K +1,597 +4%
Brown Advisory
373
Brown Advisory
Maryland
$4.14M -$389K -4,029 -9%
TAIM
374
Te Ahumairangi Investment Management
New Zealand
$4.13M -$1M -10,400 -20%
AIA
375
Armor Investment Advisors
North Carolina
$4.09M +$169K +1,755 +4%
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