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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 %
B
551
Bailard
California
$1.98M +$196K +1,984 +11%
TRCT
552
Tower Research Capital (TRC)
New York
$1.95M -$7.7M -77,986 -80%
WS
553
Wedbush Securities
California
$1.95M -$3.95K -40 -0.2%
EM
554
Excalibur Management
Massachusetts
$1.95M -$41.3K -418 -2%
GLLW
555
Graves Light Lenhart Wealth
Virginia
$1.94M +$99 +1 +0%
LCOV
556
London Company of Virginia
Virginia
$1.93M +$21.5K +218 +1%
KFP
557
KMG Fiduciary Partners
Ohio
$1.93M +$87.9K +890 +5%
AWM
558
Altavista Wealth Management
North Carolina
$1.93M +$247K +2,500 +15%
LNC
559
Lincoln National Corp
Pennsylvania
$1.92M +$6.71K +68 +0.4%
THWM
560
Taylor Hoffman Wealth Management
Virginia
$1.92M -$216K -2,188 -10%
NAM
561
NTV Asset Management
West Virginia
$1.91M +$59.2K +600 +3%
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$1.9M -$503K -5,092 -21%
IA
563
IFP Advisors
Florida
$1.9M +$116K +1,178 +7%
BWM
564
BerganKDV Wealth Management
Minnesota
$1.9M +$25.5K +258 +1%
NGA
565
Naples Global Advisors
Florida
$1.9M +$296 +3 +0%
HIMC
566
Heritage Investors Management Corp
Maryland
$1.9M -$13.3K -135 -0.7%
SP
567
Successful Portfolios
Florida
$1.89M – – –
BHA
568
Beech Hill Advisors
New York
$1.89M -$25.2K -255 -1%
CBOR
569
Community Bank of Raymore
Missouri
$1.88M – – –
FA
570
FDx Advisors
Illinois
$1.87M -$129K -1,309 -6%
Lido Advisors
571
Lido Advisors
California
$1.87M +$456K +4,615 +32%
PFM
572
Parsec Financial Management
North Carolina
$1.86M -$118K -1,195 -6%
ODCM
573
Old Dominion Capital Management
Virginia
$1.85M +$43K +435 +2%
APC
574
Aspire Private Capital
North Carolina
$1.84M -$105K -1,061 -5%
QOP
575
Quinn Opportunity Partners
Virginia
$1.84M -$642K -6,500 -26%
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