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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 %
CAG
676
Csenge Advisory Group
Florida
$1.25M +$580K +5,822 +86%
PA
677
Procyon Advisors
Connecticut
$1.25M +$719K +7,286 +136%
IBOK
678
Independence Bank of Kentucky
Kentucky
$1.24M +$130K +1,317 +12%
RDWM
679
Red Door Wealth Management
Tennessee
$1.24M +$228K +2,315 +23%
WJWM
680
Williams Jones Wealth Management
New York
$1.24M +$78.8K +798 +7%
CL
681
Choreo LLC
Illinois
$1.24M +$2.76K +28 +0.2%
WWM
682
Wolff Wiese Magana
California
$1.24M +$19.2K +194 +2%
RB
683
Rodgers Brothers
Pennsylvania
$1.23M +$34.5K +350 +3%
TC
684
TownSquare Capital
Utah
$1.23M +$262K +2,623 +27%
Marshall Wace
685
Marshall Wace
United Kingdom
$1.23M -$4.47M -45,303 -78%
M
686
MOTCO
Texas
$1.23M -$4.07M -41,235 -77%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$1.23M +$21.2K +215 +2%
EFS
688
Essex Financial Services
Connecticut
$1.22M – – –
NFC
689
Northeast Financial Consultants
Connecticut
$1.22M – – –
LDFR
690
Lehman & Derafelo Financial Resources
Pennsylvania
$1.22M -$91.9K -931 -7%
TPA
691
Trivium Point Advisory
Connecticut
$1.21M -$220K -2,225 -15%
GG
692
Gofen & Glossberg
Illinois
$1.21M -$23.4K -237 -2%
GRP
693
Global Retirement Partners
California
$1.21M +$32.9K +333 +3%
VFA
694
Voya Financial Advisors
Connecticut
$1.21M -$7.76M -79,049 -87%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$1.2M +$89.3K +904 +8%
MIM
696
MTM Investment Management
South Carolina
$1.2M -$15.1K -153 -1%
AIP
697
Ameritas Investment Partners
Nebraska
$1.19M -$56.8K -576 -5%
SC
698
Savant Capital
Illinois
$1.19M +$22.5K +228 +2%
YIH
699
Y-Intercept (HK)
Hong Kong
$1.18M +$276K +2,798 +30%
WT
700
Washington Trust
Rhode Island
$1.18M +$13.5K +137 +1%
26 27
28
29 30