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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 %
SSWG
576
Seven Springs Wealth Group
Tennessee
$1.83M +$213K +2,153 +13%
PWW
577
Pettyjohn Wood & White
Virginia
$1.81M -$87.7K -889 -5%
BFS
578
Bradley Foster & Sargent
Connecticut
$1.8M -$7.5K -76 -0.4%
SIC
579
Shoker Investment Counsel
Ohio
$1.79M +$35.5K +360 +2%
First Manhattan
580
First Manhattan
New York
$1.79M +$23.4K +237 +1%
IIM
581
Ipswich Investment Management
Massachusetts
$1.78M – – –
Jane Street
582
Jane Street
New York
$1.77M +$35K +355 +2%
SIA
583
Soltis Investment Advisors
Utah
$1.76M +$248K +2,512 +16%
FCCM
584
First City Capital Management
Georgia
$1.75M -$1.59K -15 -0.1%
SCM
585
Shelton Capital Management
Colorado
$1.75M +$99 +1 +0%
FF
586
FourThought Financial
Florida
$1.74M +$45.8K +464 +3%
SM
587
SG3 Management
Puerto Rico
$1.74M +$1.54M +15,650 +783%
CAM
588
Columbia Asset Management
Michigan
$1.74M -$487K -4,936 -22%
CPIA
589
Cornell Pochily Investment Advisors
New York
$1.74M +$52.3K +530 +3%
EWM
590
Evermay Wealth Management
Virginia
$1.74M -$7.41K -75 -0.4%
GLA
591
Good Life Advisors
Pennsylvania
$1.73M +$180K +1,826 +12%
B
592
BP
United Kingdom
$1.7M -$628K -6,364 -27%
Rafferty Asset Management
593
Rafferty Asset Management
New York
$1.7M +$219K +2,223 +15%
BCM
594
Buckhead Capital Management
Georgia
$1.69M +$15.2K +154 +0.9%
SYBT
595
Stock Yards Bank & Trust
Kentucky
$1.69M -$1.09K -11 -0.1%
BW
596
Bison Wealth
Georgia
$1.68M +$53.3K +540 +3%
JWCA
597
J.W. Cole Advisors
Florida
$1.67M +$168K +1,697 +11%
Luther King Capital Management (LKCM)
598
Luther King Capital Management (LKCM)
Texas
$1.67M +$1.01M +10,198 +152%
SBIA
599
Sheaff Brock Investment Advisors
Indiana
$1.67M +$52.6K +533 +3%
PFM
600
Premier Fund Managers
United Kingdom
$1.67M -$98.1K -1,000 -6%
22 23
24
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