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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 %
JWM
426
Jackson Wealth Management
Florida
$3.6M +$30.8K +294 +0.9%
SWP
427
Stratos Wealth Partners
Ohio
$3.58M +$104K +989 +3%
CAM
428
Close Asset Management
United Kingdom
$3.55M -$312K -2,977 -8%
TCM
429
Teza Capital Management
Illinois
$3.55M +$3.12M +29,700 +712%
SJIA
430
St. James Investment Advisors
New York
$3.54M +$3.54M +33,771 New
TCM
431
Twin Capital Management
Pennsylvania
$3.53M +$773K +7,372 +28%
NIPH
432
NN Investment Partners Holdings
Netherlands
$3.51M +$708K +6,750 +25%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$3.5M +$19.1K +182 +0.5%
PA
434
Profund Advisors
Maryland
$3.47M +$58.7K +560 +2%
LA
435
Lynch & Associates
Indiana
$3.47M +$94.8K +904 +3%
ESCM
436
Echo Street Capital Management
New York
$3.45M +$3.45M +32,915 New
KPWS
437
Kestra Private Wealth Services
Texas
$3.45M +$251K +2,390 +8%
AAIM
438
American Assets Investment Management
California
$3.43M – – –
ZB
439
Zions Bancorporation
Utah
$3.42M +$207K +1,969 +6%
Wolverine Trading
440
Wolverine Trading
Illinois
$3.37M -$844K -8,058 -20%
DHFB
441
Dixon Hubard Feinour & Brown
Virginia
$3.36M +$1.95M +18,590 +139%
VNIM
442
Vaughan Nelson Investment Management
Texas
$3.35M – – –
CCM
443
Coldstream Capital Management
Washington
$3.35M +$3.1M +29,589 +1,276%
PCA
444
Providence Capital Advisors
North Carolina
$3.33M +$22.6K +215 +0.7%
WSTAM
445
Wilbanks Smith & Thomas Asset Management
Virginia
$3.33M +$28.3K +270 +0.9%
SIG
446
Stonegate Investment Group
Alabama
$3.28M +$3.28M +31,304 New
RIA
447
Regal Investment Advisors
Michigan
$3.27M +$26K +248 +0.8%
FNB
448
Farmers National Bank
Kentucky
$3.24M -$243K -2,314 -7%
BCV
449
Banque Cantonale Vaudoise
Switzerland
$3.21M +$871K +8,300 +37%
CA
450
Cetera Advisors
Colorado
$3.19M +$50.9K +485 +2%
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