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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 %
IAN
476
Integrated Advisors Network
Texas
$2.55M +$98.4K +997 +4%
CHC
477
City Holding Co
West Virginia
$2.52M -$22.7K -230 -0.9%
OAM
478
Optimal Asset Management
California
$2.5M +$99 +1 +0%
ATC
479
Argent Trust Co
Tennessee
$2.49M -$17.4K -176 -0.7%
S
480
Seeyond
France
$2.49M -$23.8K -241 -0.9%
JIP
481
Jaffetilchin Investment Partners
Florida
$2.49M +$644K +6,528 +35%
CCM
482
Covington Capital Management
California
$2.48M +$38.3K +388 +2%
KC
483
Kingfisher Capital
North Carolina
$2.47M +$52.2K +529 +2%
VAS
484
Vestmark Advisory Solutions
Massachusetts
$2.46M +$162K +1,646 +7%
HDIM
485
Hanson & Doremus Investment Management
Vermont
$2.46M +$140K +1,580 +6%
BGIM
486
Brandywine Global Investment Management
Pennsylvania
$2.45M -$229K -2,319 -9%
OCM
487
Orleans Capital Management
Louisiana
$2.45M -$133K -1,345 -5%
RIG
488
Roosevelt Investment Group
New York
$2.43M +$135K +1,367 +6%
CNC
489
Canandaigua National Corp
New York
$2.42M -$11.5K -116 -0.5%
CA
490
Cetera Advisors
Colorado
$2.42M +$110K +1,118 +5%
VRM
491
Vectors Research Management
New York
$2.41M +$309K +3,125 +15%
HC
492
HNP Capital
New York
$2.41M +$318K +3,224 +15%
WAM
493
World Asset Management
Michigan
$2.4M -$22.5K -228 -0.9%
CWC
494
Carolinas Wealth Consulting
North Carolina
$2.39M +$936K +9,484 +64%
KWM
495
Kingsview Wealth Management
Oregon
$2.38M +$38K +382 +2%
PAM
496
Private Asset Management
California
$2.37M -$40.2K -407 -2%
MCM
497
Murphy Capital Management
New Jersey
$2.37M -$30.8K -312 -1%
CI
498
Cigna Investments
Connecticut
$2.36M -$349K -3,539 -13%
FBT
499
First Bank & Trust
South Dakota
$2.36M -$18.6K -188 -0.8%
CCT
500
Chemung Canal Trust
New York
$2.35M -$1.97K -20 -0.1%
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