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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
601
Mill Capital Management
North Carolina
$1.92M +$1.92M +18,304 New
IIM
602
Ipswich Investment Management
Massachusetts
$1.92M +$13.1K +125 +0.7%
Acadian Asset Management
603
Acadian Asset Management
Massachusetts
$1.92M +$39.3K +375 +2%
OHWP
604
Oak Harbor Wealth Partners
North Carolina
$1.9M +$1.9M +18,098 New
SFS
605
Sowell Financial Services
Arkansas
$1.89M -$637K -6,070 -25%
GAM
606
Grandview Asset Management
Pennsylvania
$1.88M +$724K +6,907 +62%
PWW
607
Pettyjohn Wood & White
Virginia
$1.88M -$39.3K -375 -2%
CA
608
Carson Advisory
Georgia
$1.88M +$1.88M +17,873 New
FC
609
Forte Capital
New York
$1.86M +$564K +5,373 +43%
SCA
610
Stonebridge Capital Advisors
Minnesota
$1.86M +$101K +959 +6%
NAM
611
NTV Asset Management
West Virginia
$1.86M -$214K -2,041 -10%
APA
612
American Portfolios Advisors
New York
$1.86M +$129K +1,231 +7%
S
613
SignatureFD
Georgia
$1.86M +$44.9K +428 +2%
MSAM
614
Moloney Securities Asset Management
Missouri
$1.85M -$1.68K -16 -0.1%
MA
615
Mutual Advisors
Nebraska
$1.83M +$213K +2,030 +13%
CI
616
Cigna Investments
Connecticut
$1.82M -$663K -6,321 -27%
BAM
617
Belpointe Asset Management
Nevada
$1.81M +$326K +3,106 +22%
VPIM
618
Vanguard Personalized Indexing Management
California
$1.81M +$752K +7,165 +71%
IC
619
IEQ Capital
California
$1.81M +$56.7K +541 +3%
AAS
620
Ameritas Advisory Services
Nebraska
$1.81M +$1.81M +17,267 New
RDWM
621
Red Door Wealth Management
Tennessee
$1.81M +$222K +2,115 +14%
WS
622
Wedbush Securities
California
$1.81M -$278K -2,648 -13%
LWAC
623
Laurel Wealth Advisors (California)
California
$1.81M +$244K +2,327 +16%
CS
624
Comerica Securities
Michigan
$1.8M -$11K -105 -0.6%
SIM
625
Stratos Investment Management
Ohio
$1.8M -$151K -1,442 -8%
23 24
25
26 27