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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 %
CBN
751
Cadence Bank NA
Texas
$1.02M -$113K -1,140 -10%
LC
752
LCNB Corp
Ohio
$1.01M +$118K +1,200 +13%
PP
753
Paloma Partners
Connecticut
$1M -$647K -6,547 -39%
AWA
754
AmeriServ Wealth Advisors
Pennsylvania
$1M -$128K -1,302 -11%
B
755
Bellecapital
Switzerland
$1M -$128K -1,299 -11%
AWA
756
Arete Wealth Advisors
Illinois
$1M -$40.9K -447 -4%
PA
757
Parallel Advisors
California
$1M +$372K +3,771 +59%
AFG
758
Albion Financial Group
Utah
$1M +$1M +10,138 New
AIM
759
Achmea Investment Management
Netherlands
$999K – – –
Cerity Partners
760
Cerity Partners
New York
$989K -$31.6K -320 -3%
BIM
761
Baldwin Investment Management
Pennsylvania
$986K -$105K -1,067 -10%
SFA
762
Souders Financial Advisors
Ohio
$983K +$62.9K +637 +7%
DBRC
763
D.B. Root & Company
Pennsylvania
$980K +$592 +6 +0.1%
MC
764
Maverick Capital
Texas
$980K +$696K +7,049 +245%
FNBTCON
765
First National Bank & Trust Co of Newtown
Pennsylvania
$975K -$14.3K -145 -1%
MW
766
Marcum Wealth
Ohio
$974K +$32.9K +333 +3%
FMBTD
767
First Midwest Bank Trust Division
Illinois
$967K -$24.9K -252 -3%
WWM
768
Wagner Wealth Management
South Carolina
$962K -$14.5K -147 -1%
1IA
769
1834 Investment Advisors
Wisconsin
$960K +$71.4K +723 +8%
WA
770
Wealth Alliance
New York
$957K +$151K +1,529 +19%
CAM
771
Cresset Asset Management
Illinois
$953K +$61.6K +624 +7%
LNWWM
772
Laird Norton Wetherby Wealth Management
California
$951K +$174K +1,761 +22%
ONB
773
Old National Bancorp
Indiana
$949K +$789 +8 +0.1%
Vontobel Holding
774
Vontobel Holding
Switzerland
$948K -$1.54M -15,652 -62%
PIM
775
Perpetual Investment Management
Australia
$948K +$454K +4,600 +92%
29 30
31
32 33