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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 %
HFA
451
HC Financial Advisors
California
$2.81M -$136K -1,382 -5%
WSTAM
452
Wilbanks Smith & Thomas Asset Management
Virginia
$2.8M -$12.6K -128 -0.4%
BFA
453
Bragg Financial Advisors
North Carolina
$2.8M +$39.9K +404 +1%
PNC
454
Park National Corp
Ohio
$2.8M +$50.2K +509 +2%
BG
455
Bahl & Gaynor
Ohio
$2.77M – – –
RMC
456
Resources Management Corp
Connecticut
$2.76M -$150K -1,522 -5%
CCM
457
Coldstream Capital Management
Washington
$2.75M +$302K +3,055 +12%
CCG
458
Cypress Capital Group
Florida
$2.75M -$188K -1,899 -6%
ONST
459
Old North State Trust
North Carolina
$2.75M +$450K +4,563 +20%
SAMC
460
Spectrum Asset Management (California)
California
$2.74M +$95.8K +970 +4%
CFSG
461
Community Financial Services Group
Vermont
$2.74M -$44.1K -447 -2%
NIPH
462
NN Investment Partners Holdings
Netherlands
$2.7M +$1.25M +12,697 +87%
CFB
463
Cullen/Frost Bankers
Texas
$2.69M -$22.5K -228 -0.8%
PGFC
464
Peapack-Gladstone Financial Corp
New Jersey
$2.69M – – –
LFAS
465
Level Four Advisory Services
Texas
$2.69M -$118K -1,199 -4%
JAM
466
Jupiter Asset Management
United Kingdom
$2.67M -$2.34M -23,681 -47%
FHC
467
First Horizon Corporation
Tennessee
$2.64M +$65.9K +668 +3%
GT
468
Greenleaf Trust
Michigan
$2.61M +$1.47M +14,841 +128%
EP
469
Eudaimonia Partners
Tennessee
$2.6M +$120K +1,215 +5%
FFN
470
Focus Financial Network
Minnesota
$2.59M -$14.9K -151 -0.6%
MMHP
471
Murphy Middleton Hinkle & Parker
Georgia
$2.59M -$70K -709 -3%
RP
472
Rowlandmiller & Partners
Georgia
$2.58M +$13K +132 +0.5%
TSWM
473
Triangle Securities Wealth Management
North Carolina
$2.56M +$592 +6 +0%
CC
474
Constitution Capital
Connecticut
$2.55M -$17.2K -174 -0.7%
WIS
475
Wright Investors Service
Connecticut
$2.55M +$98.7K +1,000 +4%
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