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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 %
FCMA
576
Foresight Capital Management Advisors
Michigan
$2.05M +$2.05M +19,570 New
LCOV
577
London Company of Virginia
Virginia
$2.05M – – –
BWM
578
BerganKDV Wealth Management
Minnesota
$2.05M +$1.15K +11 +0.1%
AWM
579
Altavista Wealth Management
North Carolina
$2.05M +$31.9K +304 +2%
TU
580
TDAM USA
Ontario, Canada
$2.04M -$32.5K -310 -2%
RC
581
Randolph Company
Ohio
$2.04M -$8.86M -84,490 -81%
GLLW
582
Graves Light Lenhart Wealth
Virginia
$2.03M -$33.9K -323 -2%
GW
583
GW & Wade
Massachusetts
$2.03M -$156K -1,490 -7%
CPIA
584
Cornell Pochily Investment Advisors
New York
$2.02M +$70.3K +670 +4%
NGA
585
Naples Global Advisors
Florida
$2.01M -$38.7K -369 -2%
PA
586
Procyon Advisors
Connecticut
$2M +$79K +753 +4%
SW
587
SVB Wealth
Massachusetts
$2M -$455K -4,334 -18%
SF
588
Symphony Financial
Texas
$2M +$167K +1,615 +9%
HFM
589
Hartford Financial Management
Connecticut
$1.98M +$515K +4,909 +35%
KFP
590
KMG Fiduciary Partners
Ohio
$1.98M -$3.88K -37 -0.2%
SGCA
591
Steel Grove Capital Advisors
Tennessee
$1.97M +$34.4K +328 +2%
BCM
592
Brookstone Capital Management
Illinois
$1.97M -$83.6K -800 -4%
Rafferty Asset Management
593
Rafferty Asset Management
New York
$1.96M -$885K -8,436 -31%
ZCM
594
Ziegler Capital Management
Illinois
$1.96M -$162K -1,552 -8%
SIC
595
Shoker Investment Counsel
Ohio
$1.96M -$2.41K -23 -0.1%
BCM
596
Buckhead Capital Management
Georgia
$1.95M +$102K +972 +6%
HWAM
597
Hennion & Walsh Asset Management
New Jersey
$1.93M +$117K +1,113 +6%
TBA
598
Tower Bridge Advisors
Pennsylvania
$1.93M -$164K -1,566 -8%
HIMC
599
Heritage Investors Management Corp
Maryland
$1.93M -$20.5K -195 -1%
FSA
600
Franklin Street Advisors
North Carolina
$1.92M -$22.7K -216 -1%
22 23
24
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