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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 %
MCM
551
Murphy Capital Management
New Jersey
$2.22M -$150K -1,430 -6%
TFA
552
Triad Financial Advisors
North Carolina
$2.22M +$2.22M +21,177 New
MFG
553
Merit Financial Group
Georgia
$2.22M -$2.31K -22 -0.1%
PWP
554
Principle Wealth Partners
Connecticut
$2.22M -$44K -419 -2%
TC
555
TownSquare Capital
Utah
$2.21M +$519K +4,950 +31%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$2.21M +$2.21M +21,017 New
WCAMG
557
Woodard & Company Asset Management Group
North Carolina
$2.2M +$1.57K +15 +0.1%
SFP
558
Shepherd Financial Partners
Massachusetts
$2.18M +$73K +696 +3%
SIA
559
Soltis Investment Advisors
Utah
$2.17M +$178K +1,695 +9%
TT
560
TI-Trust
Illinois
$2.17M +$2.17M +20,675 New
BO
561
Bank OZK
Arkansas
$2.17M +$86.2K +822 +4%
PHIMC
562
Private Harbour Investment Management & Counsel
Ohio
$2.16M -$60.3K -575 -3%
NHC
563
Nicholas Hoffman & Company
Georgia
$2.14M -$38.9K -371 -2%
KRSITF
564
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.13M -$8.71K -83 -0.4%
CCP
565
Clarkston Capital Partners
Michigan
$2.12M +$2.12M +20,210 New
B
566
Bailard
California
$2.11M +$10.7K +102 +0.5%
SAM
567
Strategy Asset Managers
California
$2.1M -$267K -2,549 -11%
CFGS
568
Concourse Financial Group Securities
Alabama
$2.1M -$28.4K -271 -1%
THWM
569
Taylor Hoffman Wealth Management
Virginia
$2.1M +$218K +2,075 +12%
PFS
570
Physicians Financial Services
North Carolina
$2.09M -$90.5K -863 -4%
VFA
571
Valeo Financial Advisors
Indiana
$2.09M -$23.4K -223 -1%
SP
572
Successful Portfolios
Florida
$2.08M -$2.62K -25 -0.1%
SP
573
SWS Partners
Ohio
$2.07M +$125K +1,189 +6%
FF
574
FourThought Financial
Florida
$2.07M +$126K +1,205 +7%
EM
575
Excalibur Management
Massachusetts
$2.06M +$3.57K +34 +0.2%
21 22
23
24 25