DUK icon

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 %
BDF
626
Balasa Dinverno & Foltz
$1.51M +$783K +7,936 +108%
LWAC
627
Laurel Wealth Advisors (California)
California
$1.51M -$18.6K -188 -1%
FT
628
Fiduciary Trust
Massachusetts
$1.51M +$326K +3,301 +28%
FDS
629
First Dallas Securities
Texas
$1.51M -$14.8K -150 -1%
SBH
630
Segall Bryant & Hamill
Illinois
$1.5M -$19.7K -200 -1%
NI
631
Nepsis Inc
Minnesota
$1.5M -$12.8K -130 -0.8%
UBG
632
United Bank (Georgia)
Georgia
$1.5M -$70.6K -715 -5%
PJSIMP
633
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$63.9K +612 +4%
ACP
634
Aviance Capital Partners
Florida
$1.49M – – –
HCM
635
Hall Capital Management
Rhode Island
$1.49M +$1.49M +15,045 New
ClearBridge Investments
636
ClearBridge Investments
New York
$1.47M -$8.79K -89 -0.6%
FNT
637
First National Trust
Pennsylvania
$1.46M +$113K +1,143 +8%
MMPW
638
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$66.7K +675 +5%
NSEDCP
639
NJ State Employees Deferred Compensation Plan
New Jersey
$1.45M – – –
HWAM
640
Hennion & Walsh Asset Management
New Jersey
$1.45M +$46.7K +473 +3%
PWP
641
Private Wealth Partners
California
$1.45M +$14.8K +150 +1%
BSA
642
Bull Street Advisors
Georgia
$1.45M – – –
FNFDCM
643
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.44M -$16.6K -168 -1%
HAG
644
HighPoint Advisor Group
Illinois
$1.44M +$103K +1,048 +8%
BSW
645
Buckingham Strategic Wealth
Missouri
$1.43M +$626K +6,342 +78%
PPW
646
Parcion Private Wealth
Washington
$1.42M – – –
PTC
647
Private Trust Company
Ohio
$1.41M +$32K +324 +2%
AC
648
Alley Company
Illinois
$1.41M +$7.01K +71 +0.5%
CIC
649
Carnegie Investment Counsel
Ohio
$1.4M -$6.32K -64 -0.4%
DAS
650
Dynamic Advisor Solutions
Arizona
$1.4M +$34.9K +354 +3%
24 25
26
27 28