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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 %
BRWA
401
B. Riley Wealth Advisors
Florida
$4.12M +$1.39M +13,222 +51%
SFA
402
Semmax Financial Advisors
North Carolina
$4.12M -$465K -4,431 -10%
SFI
403
Siemens Fonds Invest
Germany
$4.11M -$576K -5,496 -12%
WCM
404
Whitener Capital Management
North Carolina
$4.1M +$329K +3,141 +9%
BRM
405
Boston Research & Management
Massachusetts
$4.07M +$71.8K +685 +2%
WA
406
Wasatch Advisors
Utah
$4.06M – – –
AMG
407
Advisors Management Group
Wisconsin
$4.02M -$12.7K -121 -0.3%
CPIG
408
Chicago Partners Investment Group
Illinois
$4.02M +$9.3K +93 +0.2%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$4.02M +$12.8K +122 +0.3%
FB
410
Fulton Bank
Pennsylvania
$4.01M -$111K -1,059 -3%
PMG
411
ProVise Management Group
Florida
$3.99M +$364K +3,472 +10%
TI
412
Trexquant Investment
Connecticut
$3.98M +$967K +9,221 +32%
RFM
413
Royal Fund Management
Florida
$3.95M -$48.4K -461 -1%
AAM
414
Advisors Asset Management
Colorado
$3.94M -$72.9K -695 -2%
NC
415
NewSquare Capital
Pennsylvania
$3.94M +$413K +3,940 +12%
MYAM
416
Meiji Yasuda Asset Management
Japan
$3.9M -$1.27M -12,100 -25%
SIG
417
Sky Investment Group
Connecticut
$3.87M +$1.05K +10 +0%
PAS
418
Park Avenue Securities
New York
$3.86M +$174K +1,661 +5%
EGM
419
Engineers Gate Manager
New York
$3.84M +$1.76M +16,770 +85%
ACM
420
Azimuth Capital Management
Michigan
$3.81M -$32.5K -310 -0.8%
JIC
421
Johnson Investment Counsel
Ohio
$3.81M +$166K +1,581 +5%
MIAN
422
Mariner Independent Advisor Network
Kansas
$3.77M +$90.8K +873 +2%
AII
423
AGF Investments Inc
Ontario, Canada
$3.74M +$164K +1,566 +5%
ISB
424
Iowa State Bank
Iowa
$3.62M -$107K -1,021 -3%
AA
425
ALPS Advisors
Colorado
$3.6M +$3.6M +34,351 New
15 16
17
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