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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 %
FFN
476
Focus Financial Network
Minnesota
$2.88M +$134K +1,279 +5%
RMC
477
Resources Management Corp
Connecticut
$2.88M -$25.2K -240 -0.9%
LOPW
478
Live Oak Private Wealth
North Carolina
$2.88M +$374K +3,564 +15%
CFB
479
Cullen/Frost Bankers
Texas
$2.88M +$94.2K +898 +3%
SWM
480
Spire Wealth Management
Virginia
$2.87M +$599K +5,711 +26%
KA
481
Keene & Associates
Texas
$2.86M +$2.86M +27,248 New
AWM
482
Apollon Wealth Management
South Carolina
$2.85M +$1.76M +16,826 +162%
BFA
483
Bragg Financial Advisors
North Carolina
$2.84M – – –
CFSG
484
Community Financial Services Group
Vermont
$2.84M +$43.5K +415 +2%
CFG
485
Citizens Financial Group
Rhode Island
$2.82M -$49.5K -472 -2%
PT
486
Plimoth Trust
Massachusetts
$2.79M -$85.7K -817 -3%
KC
487
Kingfisher Capital
North Carolina
$2.79M +$69.4K +662 +3%
CCM
488
Covington Capital Management
California
$2.79M +$30K +286 +1%
JHCP
489
Jackson Hole Capital Partners
Oklahoma
$2.79M +$423K +4,035 +18%
RP
490
Rowlandmiller & Partners
Georgia
$2.78M +$213K +2,027 +8%
APP
491
Avantax Planning Partners
Iowa
$2.78M +$145K +1,384 +6%
HC
492
HNP Capital
New York
$2.77M +$173K +1,651 +7%
SSWG
493
Seven Springs Wealth Group
Tennessee
$2.76M +$548K +5,225 +25%
TSWM
494
Triangle Securities Wealth Management
North Carolina
$2.73M -$2.41K -23 -0.1%
IAN
495
Integrated Advisors Network
Texas
$2.73M -$62.6K -597 -2%
CNC
496
Canandaigua National Corp
New York
$2.73M -$14.2K -135 -0.5%
LFAS
497
Level Four Advisory Services
Texas
$2.73M -$218K -2,076 -7%
SIC
498
Salem Investment Counselors
North Carolina
$2.71M +$235K +2,236 +9%
MMHP
499
Murphy Middleton Hinkle & Parker
Georgia
$2.68M -$37.3K -356 -1%
MFM
500
MD Financial Management
Ontario, Canada
$2.67M +$150K +1,433 +6%
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