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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 %
HT
651
Heritage Trust
Oklahoma
$1.4M -$125K -1,263 -8%
TBA
652
Tower Bridge Advisors
Pennsylvania
$1.4M -$74.6K -756 -5%
BMA
653
Brooks Moore & Associates
Tennessee
$1.4M -$59.6K -604 -4%
PAMG
654
Patton Albertson Miller Group
Tennessee
$1.4M -$158K -1,601 -10%
SCM
655
Southport Capital Management
Tennessee
$1.4M +$59K +598 +4%
ACP
656
Ashfield Capital Partners
California
$1.4M -$4.05K -41 -0.3%
ANTB
657
AMG National Trust Bank
Colorado
$1.39M -$418K -4,237 -23%
MHS
658
M Holdings Securities
Oregon
$1.39M -$66.6K -674 -5%
RC
659
RegentAtlantic Capital
New Jersey
$1.38M +$85.1K +862 +7%
S
660
SignatureFD
Georgia
$1.38M -$99.3K -1,006 -7%
MOS
661
MGO One Seven
Ohio
$1.38M +$280K +2,840 +26%
SIM
662
Stratos Investment Management
Ohio
$1.37M +$71.4K +723 +5%
HFM
663
Hartford Financial Management
Connecticut
$1.37M -$1.68K -17 -0.1%
Nomura Holdings
664
Nomura Holdings
Japan
$1.37M +$1.37M +13,859 New
WG
665
Welch Group
Alabama
$1.36M +$8.79K +89 +0.7%
MA
666
Mutual Advisors
Nebraska
$1.34M -$94.7K -959 -7%
FHA
667
First Horizon Advisors
Tennessee
$1.32M +$20.2K +205 +2%
GBT
668
Grove Bank & Trust
Florida
$1.32M +$31.8K +322 +2%
BNP Paribas Asset Management
669
BNP Paribas Asset Management
France
$1.31M +$497K +5,036 +61%
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$1.29M – – –
GCA
671
Greenwood Capital Associates
South Carolina
$1.29M +$212K +2,148 +20%
FC
672
Forte Capital
New York
$1.28M +$25.5K +258 +2%
IWM
673
IHT Wealth Management
Illinois
$1.28M -$28K -284 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
674
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.26M -$8.22M -83,208 -87%
BAM
675
Belpointe Asset Management
Nevada
$1.26M +$110K +1,118 +10%
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