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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 %
TAIM
526
Te Ahumairangi Investment Management
New Zealand
$2.47M – – –
ATC
527
Argent Trust Co
Tennessee
$2.46M -$13.1K -125 -0.5%
TCOT
528
Trust Company of Toledo
Ohio
$2.46M +$35.9K +342 +1%
PAM
529
Private Asset Management
California
$2.45M +$82.5K +786 +3%
LNC
530
Lincoln National Corp
Pennsylvania
$2.45M +$370K +3,524 +18%
JIP
531
Jaffetilchin Investment Partners
Florida
$2.43M -$225K -2,144 -8%
VWMG
532
Virginia Wealth Management Group
Virginia
$2.42M +$2.42M +23,088 New
CCT
533
Chemung Canal Trust
New York
$2.42M -$98.7K -941 -4%
IA
534
Icon Advisers
Colorado
$2.4M – – –
CIC
535
Cornercap Investment Counsel
Georgia
$2.37M +$22.2K +212 +0.9%
PA
536
Pinnacle Associates
New York
$2.36M +$170K +1,618 +8%
JWCA
537
J.W. Cole Advisors
Florida
$2.35M +$159K +1,512 +7%
Verition Fund Management
538
Verition Fund Management
Connecticut
$2.34M +$2.34M +22,256 New
SAM
539
Silvercrest Asset Management
New York
$2.33M -$139K -1,326 -6%
T
540
TCWP
Ohio
$2.33M +$2.33M +22,232 New
CIM
541
CCLA Investment Management
United Kingdom
$2.33M – – –
IA
542
IFP Advisors
Florida
$2.32M -$83.1K -793 -3%
TCMG
543
TSP Capital Management Group
New Jersey
$2.32M -$2.16M – –
WP
544
WealthShield Partners
North Carolina
$2.3M +$68.2K +650 +3%
NSB
545
Norway Savings Bank
Maine
$2.29M – – –
MBTD
546
Mechanics Bank - Trust Department
California
$2.28M -$41.4K -395 -2%
MOS
547
MGO One Seven
Ohio
$2.27M +$789K +7,519 +53%
LDB
548
Lee, Danner & Bass
Tennessee
$2.27M – – –
AP
549
Advisor Partners
California
$2.26M -$42.9K -409 -2%
FCA
550
FinTrust Capital Advisors
South Carolina
$2.25M +$132K +1,255 +6%
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