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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
351
Principal Street Partners
Tennessee
$4.78M -$8.4M -85,080 -64%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$4.74M +$5.13K +52 +0.1%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$4.74M +$39.5K +400 +0.8%
IF
354
Insight Folios
North Carolina
$4.73M +$99.3K +1,006 +2%
TSW
355
Thompson Siegel & Walmsley
Virginia
$4.73M +$1.59M +16,140 +51%
FFA
356
Founders Financial Alliance
North Carolina
$4.69M -$9.08K -92 -0.2%
SPC
357
Sigma Planning Corp
Michigan
$4.66M +$376K +3,811 +9%
OIM
358
Opus Investment Management
Massachusetts
$4.66M – – –
BB
359
Bell Bank
North Dakota
$4.65M +$312K +3,162 +7%
CPO
360
Cerity Partners OCIO
New York
$4.64M +$3.29M +33,313 +243%
SFA
361
Semmax Financial Advisors
North Carolina
$4.62M -$34.8K -353 -0.7%
AI
362
Atria Investments
North Carolina
$4.59M +$886K +8,971 +24%
TI
363
Trexquant Investment
Connecticut
$4.59M +$4.59M +46,449 New
WLPWM
364
Walled Lake Planning & Wealth Management
Illinois
$4.58M +$33.3K +337 +0.7%
MC
365
Moors & Cabot
Massachusetts
$4.57M +$267K +2,702 +6%
BBVA
366
Banco Bilbao Vizcaya Argentaria
Spain
$4.53M +$431K +4,374 +11%
LIM
367
Leavell Investment Management
Alabama
$4.47M – – –
GC
368
Guardian Capital
Ontario, Canada
$4.46M +$336K +3,400 +8%
KRS
369
Kentucky Retirement Systems
Kentucky
$4.42M -$101K -1,024 -2%
SBWIC
370
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.38M -$23.3K -236 -0.5%
Two Sigma Advisers
371
Two Sigma Advisers
New York
$4.34M -$64.6M -654,300 -94%
ASN
372
Advisory Services Network
Georgia
$4.34M -$210K -2,126 -5%
WA
373
Wasatch Advisors
Utah
$4.32M -$197K -2,000 -4%
SFI
374
Siemens Fonds Invest
Germany
$4.31M +$187K +1,898 +5%
HIC
375
Holderness Investments Company
North Carolina
$4.3M +$1.28K +13 +0%
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