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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 %
SAM
526
Strategy Asset Managers
California
$2.15M +$13.4K +136 +0.6%
NHC
527
Nicholas Hoffman & Company
Georgia
$2.14M -$15K -152 -0.7%
PHIMC
528
Private Harbour Investment Management & Counsel
Ohio
$2.14M -$100K -1,017 -4%
IRF
529
IBM Retirement Fund
New York
$2.14M -$330K -3,339 -13%
LDB
530
Lee, Danner & Bass
Tennessee
$2.14M -$82.4K -835 -4%
SIC
531
Salem Investment Counselors
North Carolina
$2.13M -$54.9K -556 -3%
WCAMG
532
Woodard & Company Asset Management Group
North Carolina
$2.11M +$24.1K +244 +1%
CFGS
533
Concourse Financial Group Securities
Alabama
$2.11M +$80.6K +817 +4%
SWM
534
Spire Wealth Management
Virginia
$2.1M -$667K -6,752 -24%
SF
535
Symphony Financial
Texas
$2.08M +$641K +6,510 +45%
BO
536
Bank OZK
Arkansas
$2.07M -$49.1K -498 -2%
MFG
537
Merit Financial Group
Georgia
$2.07M +$27.1K +274 +1%
PA
538
Pinnacle Associates
New York
$2.07M -$123K -1,250 -6%
GW
539
GW & Wade
Massachusetts
$2.06M -$223K -2,258 -10%
PFS
540
Physicians Financial Services
North Carolina
$2.06M -$92.9K -941 -4%
PWP
541
Principle Wealth Partners
Connecticut
$2.04M -$52.8K -535 -3%
IC
542
Inscription Capital
Texas
$2.04M +$2.04M +20,682 New
NSB
543
Norway Savings Bank
Maine
$2.02M +$37.9K +384 +2%
MHI
544
Miller Howard Investments
New York
$2.02M +$18.6K +188 +0.9%
SW
545
SVB Wealth
Massachusetts
$2.02M -$11.8K -119 -0.6%
LOPW
546
Live Oak Private Wealth
North Carolina
$2M +$1.72M +17,417 +617%
MFM
547
MD Financial Management
Ontario, Canada
$1.99M +$1.99M +20,198 New
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M -$87.1K -883 -4%
VFA
549
Valeo Financial Advisors
Indiana
$1.98M -$10.8K -109 -0.5%
SFP
550
Shepherd Financial Partners
Massachusetts
$1.98M +$27.5K +279 +1%
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