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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 %
JCM
751
Jacobi Capital Management
Pennsylvania
$1.23M +$58.6K +559 +5%
LDFR
752
Lehman & Derafelo Financial Resources
Pennsylvania
$1.23M – – –
GWM
753
GSB Wealth Management
Connecticut
$1.22M +$227K +2,159 +23%
AB
754
Atlas Brown
Kentucky
$1.22M +$35.8K +341 +3%
AIP
755
Ameritas Investment Partners
Nebraska
$1.22M -$53K -506 -4%
TPA
756
Trivium Point Advisory
Connecticut
$1.21M -$22K -210 -2%
AWM
757
Altium Wealth Management
New York
$1.21M +$37.3K +356 +3%
CL
758
Choreo LLC
Illinois
$1.2M -$124K -1,186 -9%
PAMP
759
Polar Asset Management Partners
Ontario, Canada
$1.2M +$12.1K +115 +1%
BFO
760
Biltmore Family Office
North Carolina
$1.2M +$306K +2,921 +34%
BS
761
Boenning & Scattergood
Pennsylvania
$1.2M +$28.6K +273 +2%
CICI
762
Capital Investment Counsel Inc
North Carolina
$1.2M +$43.7K +417 +4%
GCWM
763
Graham Capital Wealth Management
District of Columbia
$1.19M +$1.19M +11,511 New
LC
764
LCNB Corp
Ohio
$1.19M – – –
RB
765
Rodgers Brothers
Pennsylvania
$1.18M – – –
SFA
766
Souders Financial Advisors
Ohio
$1.18M +$58.9K +561 +5%
MFP
767
Meridian Financial Partners
Virginia
$1.17M +$69.5K +680 +6%
AG
768
AIA Group
Hong Kong
$1.16M +$1.16M +11,076 New
UBV
769
United Bank (Virginia)
Virginia
$1.16M -$45.6K -435 -4%
AWA
770
Arete Wealth Advisors
Illinois
$1.16M +$49K +473 +4%
NCM
771
Novare Capital Management
North Carolina
$1.15M +$644K +6,139 +127%
WWM
772
Wagner Wealth Management
South Carolina
$1.15M +$144K +1,373 +14%
ACM
773
Allred Capital Management
Texas
$1.15M +$315 +3 +0%
ANRIA
774
American National Registered Investment Advisor
Texas
$1.15M – – –
1IA
775
1834 Investment Advisors
Wisconsin
$1.15M +$64.8K +618 +6%
29 30
31
32 33