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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 %
OPS
726
Orion Portfolio Solutions
Nebraska
$1.09M +$64.6K +654 +6%
QT
727
Quantbot Technologies
New York
$1.08M +$1.08M +10,980 New
ANRIA
728
American National Registered Investment Advisor
Texas
$1.08M -$19.2K -195 -2%
CICI
729
Capital Investment Counsel Inc
North Carolina
$1.08M +$234K +2,374 +28%
ACM
730
Allred Capital Management
Texas
$1.08M -$5.33K -54 -0.5%
BS
731
Boenning & Scattergood
Pennsylvania
$1.08M +$1.48K +15 +0.1%
TG
732
TCW Group
California
$1.07M -$258K -2,616 -19%
FTDI
733
First Trust Direct Indexing
Massachusetts
$1.07M +$288K +2,916 +37%
SC
734
Schulhoff & Co
Ohio
$1.07M +$10.9K +110 +1%
GCM
735
Gables Capital Management
Florida
$1.07M -$466K -4,725 -30%
JWM
736
Jeppson Wealth Management
California
$1.07M -$9.87K -100 -0.9%
OC
737
Oakworth Capital
Alabama
$1.05M +$24.7K +250 +2%
OIA
738
Optimum Investment Advisors
Illinois
$1.05M +$888 +9 +0.1%
AIA
739
Arbor Investment Advisors
North Carolina
$1.05M +$691 +7 +0.1%
JCM
740
Jacobi Capital Management
Pennsylvania
$1.04M +$22.7K +230 +2%
1SB
741
1ST Source Bank
Indiana
$1.04M -$33.5K -339 -3%
LBD
742
Landsberg Bennett & Dubbaneh
Florida
$1.04M +$1.47K +15 +0.1%
BCM
743
Bayesian Capital Management
New York
$1.04M +$1.04M +10,500 New
FPCM
744
Financial Partners Capital Management
New York
$1.03M +$63.7K +645 +7%
AWM
745
Altium Wealth Management
New York
$1.03M +$52K +527 +5%
CA
746
Cornerstone Advisory
Maryland
$1.03M +$65.9K +667 +7%
CB
747
CNB Bank
Pennsylvania
$1.03M +$8.1K +82 +0.8%
WG
748
Winton Group
United Kingdom
$1.02M +$1.02M +10,330 New
CIP
749
Convergence Investment Partners
Florida
$1.02M -$16.9K -171 -2%
CI
750
Conning Inc
Connecticut
$1.02M +$68.5K +694 +7%
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