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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 %
ANTB
651
AMG National Trust Bank
Colorado
$1.67M -$111K -1,056 -6%
GBT
652
Grove Bank & Trust
Florida
$1.67M -$12.3K -117 -0.7%
CAC
653
Certified Advisory Corp
Florida
$1.67M +$37K +353 +2%
DHGWA
654
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.66M +$1.66M +15,809 New
FCCM
655
First City Capital Management
Georgia
$1.66M -$53.9K -517 -3%
CWG
656
Cornerstone Wealth Group
North Carolina
$1.65M -$20.8K -198 -1%
SOAMC
657
Spirit of America Management Corp
New York
$1.65M – – –
EARNEST Partners
658
EARNEST Partners
Georgia
$1.65M +$147K +1,398 +10%
CBOR
659
Community Bank of Raymore
Missouri
$1.64M -$350K -3,342 -18%
WA
660
WealthTrust Axiom
Pennsylvania
$1.64M -$10.5K -100 -0.6%
S
661
Seeyond
France
$1.64M -$363K -3,460 -18%
MCIA
662
Mountain Capital Investment Advisors
Colorado
$1.63M +$433K +4,195 +36%
ClearBridge Investments
663
ClearBridge Investments
New York
$1.63M +$31.5K +300 +2%
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$1.63M +$82.4K +785 +5%
SBIA
665
Sheaff Brock Investment Advisors
Indiana
$1.63M +$49.6K +473 +3%
ISL
666
Ingalls & Snyder LLC
New York
$1.62M – – –
ACP
667
Aviance Capital Partners
Florida
$1.61M – – –
CIC
668
Carnegie Investment Counsel
Ohio
$1.6M +$9.13K +87 +0.6%
MSA
669
Marino Stram & Associates
Massachusetts
$1.6M +$52K +496 +3%
UBG
670
United Bank (Georgia)
Georgia
$1.6M +$7.45K +71 +0.5%
AAF
671
Andra AP-fonden
Sweden
$1.59M -$461K -4,400 -22%
WWM
672
Wolff Wiese Magana
California
$1.59M +$213K +2,030 +15%
PTC
673
Private Trust Company
Ohio
$1.58M +$5.67K +54 +0.4%
DAS
674
Dynamic Advisor Solutions
Arizona
$1.58M +$51.5K +491 +3%
AC
675
Alley Company
Illinois
$1.58M +$55.4K +528 +4%
25 26
27
28 29