DUK icon

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 %
PA
426
Profund Advisors
Maryland
$3.28M -$163K -1,652 -5%
NC
427
NewSquare Capital
Pennsylvania
$3.21M +$152K +1,535 +5%
LA
428
Lynch & Associates
Indiana
$3.15M -$13.6K -138 -0.4%
CIA
429
Covington Investment Advisors
Pennsylvania
$3.01M +$14.8K +150 +0.5%
SCA
430
Stonebridge Capital Advisors
Minnesota
$3.01M +$1.56M +16,005 +108%
CCM
431
Cohen Capital Management
California
$3M – – –
PFS
432
Prospera Financial Services
Texas
$2.99M +$162K +1,640 +6%
VNIM
433
Vaughan Nelson Investment Management
Texas
$2.99M +$247K +2,500 +9%
SGI
434
Summit Global Investments
Utah
$2.98M -$1.01M -10,253 -25%
SSWM
435
Sheets Smith Wealth Management
North Carolina
$2.97M -$4.94K -50 -0.2%
BPC
436
Banque Pictet & Cie
Switzerland
$2.96M – – –
RIA
437
Regal Investment Advisors
Michigan
$2.96M +$2.96M +29,998 New
AII
438
AGF Investments Inc
Ontario, Canada
$2.95M -$87.2K -883 -3%
EWM
439
Evercore Wealth Management
New York
$2.93M -$260K -2,634 -8%
ECM
440
Everence Capital Management
Indiana
$2.93M +$1.09M +11,000 +59%
CBB
441
Citizens Business Bank
California
$2.93M -$87.6K -887 -3%
KPWS
442
Kestra Private Wealth Services
Texas
$2.93M +$127K +1,285 +5%
PT
443
Plimoth Trust
Massachusetts
$2.9M -$276K -2,793 -9%
MA
444
Montag & Associates
Georgia
$2.89M +$16.8K +170 +0.6%
PMG
445
ProVise Management Group
Florida
$2.89M +$166K +1,682 +6%
HFBOT
446
Home Federal Bank of Tennessee
Tennessee
$2.87M -$143K -1,444 -5%
TAM
447
Townsend Asset Management
North Carolina
$2.83M -$6.42K -65 -0.2%
ZB
448
Zions Bancorporation
Utah
$2.83M +$94.3K +955 +3%
ZCM
449
Ziegler Capital Management
Illinois
$2.83M -$351K -3,557 -11%
PCA
450
Providence Capital Advisors
North Carolina
$2.82M +$247K +2,505 +10%
16 17
18
19 20