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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 %
HT
701
Heritage Trust
Oklahoma
$1.44M -$16.3K -155 -1%
A
702
Astrantus
Cyprus
$1.44M +$1.44M +13,700 New
SB
703
Strategic Blueprint
Georgia
$1.44M +$204K +1,945 +17%
MHIC
704
Marble Harbor Investment Counsel
Massachusetts
$1.43M +$241K +2,300 +20%
BA
705
Bridgewater Associates
Connecticut
$1.43M +$1.43M +13,593 New
NWM
706
Northcape Wealth Management
New York
$1.42M +$1.42M +13,540 New
EFS
707
Essex Financial Services
Connecticut
$1.42M -$53.2K -507 -4%
PJSIMP
708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.4M -$98.6K -938 -7%
IMRF
709
Illinois Municipal Retirement Fund
Illinois
$1.4M -$4.29M -40,904 -75%
ANI
710
American National Insurance
Texas
$1.4M -$6.04M -57,582 -81%
QI
711
Qtron Investments
Massachusetts
$1.38M – – –
B
712
Bellecapital
Switzerland
$1.37M +$298K +2,844 +28%
MFGM
713
Marshall Financial Group (Maryland)
Maryland
$1.37M +$986K +9,405 +258%
AWM
714
Axxcess Wealth Management
California
$1.36M +$1.36M +12,986 New
EF
715
Empirical Finance
Pennsylvania
$1.36M +$374K +3,564 +38%
VFA
716
Voya Financial Advisors
Connecticut
$1.36M -$12.3K -117 -0.9%
TYCC
717
Texas Yale Capital Corp
Florida
$1.36M +$129K +1,226 +10%
TL
718
Tradewinds LLC
North Carolina
$1.35M +$1.35M +13,942 New
PFSC
719
Peoples Financial Services Corp
Pennsylvania
$1.35M – – –
FWP
720
FAS Wealth Partners
Kansas
$1.35M +$318K +3,036 +31%
ZIC
721
ZWJ Investment Counsel
Georgia
$1.35M -$3.25K -31 -0.2%
CAM
722
Cresset Asset Management
Illinois
$1.35M +$192K +1,826 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
723
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.34M -$21K -200 -2%
IRF
724
IBM Retirement Fund
New York
$1.34M -$932K -8,883 -41%
CWS
725
Confluence Wealth Services
Pennsylvania
$1.34M +$1.34M +12,798 New
27 28
29
30 31