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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 %
DCM
701
Donaldson Capital Management
Indiana
$1.18M -$103K -1,044 -8%
SAM
702
Shell Asset Management
Netherlands
$1.17M -$261K -2,642 -18%
GWM
703
GSB Wealth Management
Connecticut
$1.17M – – –
WDG
704
Wealth Dimensions Group
Ohio
$1.17M -$987 -10 -0.1%
SC
705
Sawyer & Company
Massachusetts
$1.16M -$4.44K -45 -0.4%
HTC
706
Haverford Trust Company
Pennsylvania
$1.16M +$36.1K +366 +3%
AIC
707
Ameritas Investment Company
Nebraska
$1.14M -$573K -3,631 -33%
AA
708
Advisory Alpha
Michigan
$1.14M +$809K +8,192 +242%
EWA
709
Exencial Wealth Advisors
Oklahoma
$1.14M +$253K +2,561 +28%
FWM
710
Frontier Wealth Management
Missouri
$1.14M +$111K +1,124 +11%
BI
711
Ballast Inc
Kentucky
$1.14M +$122K +1,237 +12%
RM
712
Resource Management
Louisiana
$1.14M +$34.6K +350 +3%
MCIA
713
Mountain Capital Investment Advisors
Colorado
$1.14M -$152K -1,512 -12%
UBV
714
United Bank (Virginia)
Virginia
$1.14M -$67.8K -687 -6%
RF
715
Rollins Financial
Georgia
$1.14M +$299K +3,032 +36%
MFP
716
Meridian Financial Partners
Virginia
$1.12M +$31K +299 +3%
DCM
717
Dupont Capital Management
Delaware
$1.11M -$116K -1,176 -9%
TYCC
718
Texas Yale Capital Corp
Florida
$1.11M +$36.9K +374 +3%
MHIC
719
Marble Harbor Investment Counsel
Massachusetts
$1.11M – – –
EARNEST Partners
720
EARNEST Partners
Georgia
$1.1M -$57.8K -585 -5%
GA
721
Greytown Advisors
Florida
$1.1M +$80.2K +812 +8%
VCA
722
Verdence Capital Advisors
Maryland
$1.1M +$34.3K +347 +3%
NAM
723
NorthCoast Asset Management
Connecticut
$1.1M +$52K +526 +5%
AB
724
Atlas Brown
Kentucky
$1.09M +$12K +122 +1%
TNBTD
725
Trustmark National Bank Trust Department
Mississippi
$1.09M +$89.3K +904 +9%
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