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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$4.73M +$124K +1,181 +3%
AF
377
Alerus Financial
North Dakota
$4.72M +$598K +5,701 +15%
HEIP
378
Hudson Edge Investment Partners
New Jersey
$4.7M +$4.7M +44,787 New
JFL
379
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.66M -$873K -8,322 -16%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$4.62M +$202K +1,927 +5%
SBWIC
381
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.61M -$134K -1,278 -3%
MCC
382
Money Concepts Capital
Florida
$4.55M +$4.55M +43,374 New
HIC
383
Holderness Investments Company
North Carolina
$4.46M -$19.3K -184 -0.4%
ACM
384
Argyle Capital Management
Pennsylvania
$4.41M – – –
BIAS
385
Beacon Investment Advisory Services
New Jersey
$4.41M -$24.2K -231 -0.5%
GWM
386
Geneos Wealth Management
Colorado
$4.39M -$180K -1,716 -4%
WCM
387
Windward Capital Management
California
$4.34M +$54.2K +517 +1%
RIL
388
Rothschild Investment LLC
Illinois
$4.29M -$73.2K -698 -2%
GHAM
389
Gilman Hill Asset Management
Connecticut
$4.28M +$57K +543 +1%
HVIA
390
Hudson Valley Investment Advisors
New York
$4.27M +$81.7K +779 +2%
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$4.26M -$2.48M -23,651 -37%
BPC
392
Banque Pictet & Cie
Switzerland
$4.24M +$1.62M +15,455 +62%
FHA
393
First Horizon Advisors
Tennessee
$4.24M -$163K -1,555 -4%
BCM
394
Birmingham Capital Management
Alabama
$4.22M -$25.3K -241 -0.6%
BFA
395
Benedict Financial Advisors
Georgia
$4.21M +$205K +1,953 +5%
BAM
396
Bruderman Asset Management
New York
$4.2M -$11.1M -105,399 -72%
HWM
397
HB Wealth Management
Georgia
$4.2M +$4.2M +39,999 New
CGH
398
Crossmark Global Holdings
Texas
$4.19M -$208K -1,980 -5%
OTPPB
399
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.18M +$543K +5,175 +15%
AIA
400
Armor Investment Advisors
North Carolina
$4.14M -$196K -1,867 -5%
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16
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