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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 %
VCA
726
Verdence Capital Advisors
Maryland
$1.33M +$42.4K +404 +3%
DCM
727
Donaldson Capital Management
Indiana
$1.33M +$120K +1,149 +10%
MCM
728
MAI Capital Management
Ohio
$1.33M +$226K +2,151 +20%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$1.33M +$260K +2,479 +24%
MAM
730
Meeder Asset Management
Ohio
$1.32M -$2.85M -27,207 -68%
M
731
MOTCO
Texas
$1.32M +$31.4K +299 +2%
WJWM
732
Williams Jones Wealth Management
New York
$1.31M +$17.6K +168 +1%
BI
733
Ballast Inc
Kentucky
$1.31M +$76.7K +732 +6%
MIM
734
MTM Investment Management
South Carolina
$1.31M +$3.15K +30 +0.2%
NFC
735
Northeast Financial Consultants
Connecticut
$1.3M – – –
CIP
736
Convergence Investment Partners
Florida
$1.3M -$12.9K -123 -1%
NRS
737
Neville Rodie & Shaw
New York
$1.29M -$113K -1,075 -8%
WANY
738
Wealthspire Advisors (New York)
New York
$1.29M -$527K -5,022 -29%
FPCM
739
Financial Partners Capital Management
New York
$1.28M +$43.5K +415 +4%
RCM
740
Raleigh Capital Management
North Carolina
$1.28M +$1.28M +12,195 New
FTDI
741
First Trust Direct Indexing
Massachusetts
$1.28M +$2.52K +24 +0.2%
Cerity Partners
742
Cerity Partners
New York
$1.28M +$428K +4,083 +50%
AA
743
Argent Advisors
Louisiana
$1.28M +$234K +2,231 +22%
GG
744
Gofen & Glossberg
Illinois
$1.27M -$135K -1,286 -10%
TIA
745
Trust Investment Advisors
Indiana
$1.27M +$67.9K +647 +6%
Luther King Capital Management (LKCM)
746
Luther King Capital Management (LKCM)
Texas
$1.27M +$63.2K +602 +5%
RF
747
Rollins Financial
Georgia
$1.26M +$1.26M +12,005 New
CAG
748
Csenge Advisory Group
Florida
$1.25M -$19.5K -196 -2%
SC
749
Sawyer & Company
Massachusetts
$1.24M – – –
WDG
750
Wealth Dimensions Group
Ohio
$1.23M -$16.4K -156 -1%
28 29
30
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