DUK icon

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 %
HH
776
Hilltop Holdings
Texas
$1.14M +$105K +1,000 +10%
JAG
777
Journey Advisory Group
Kentucky
$1.14M +$121K +1,149 +12%
AIA
778
Arbor Investment Advisors
North Carolina
$1.14M +$26K +248 +2%
AA
779
Advisory Alpha
Michigan
$1.14M -$57.6K -549 -5%
CB
780
CNB Bank
Pennsylvania
$1.13M -$16.2K -154 -1%
GCM
781
Gables Capital Management
Florida
$1.13M – – –
SC
782
Schulhoff & Co
Ohio
$1.13M – – –
CFD
783
Creative Financial Designs
Indiana
$1.13M +$28.3K +270 +3%
TNBTD
784
Trustmark National Bank Trust Department
Mississippi
$1.12M +$7.98K +76 +0.7%
BB
785
Busey Bank
Illinois
$1.12M -$198K -1,891 -15%
WSFS
786
Wilmington Savings Fund Society
Delaware
$1.12M +$157K +1,500 +16%
RM
787
Resource Management
Louisiana
$1.12M -$29.9K -285 -3%
FCM
788
Fourpath Capital Management
Oklahoma
$1.12M +$1.12M +10,696 New
MAM
789
Mystic Asset Management
Rhode Island
$1.12M +$1.12M +10,688 New
JWM
790
Jeppson Wealth Management
California
$1.12M -$18.9K -180 -2%
1SB
791
1ST Source Bank
Indiana
$1.12M +$11.4K +109 +1%
CBN
792
Cadence Bank NA
Texas
$1.11M +$34K +324 +3%
HCM
793
HM Capital Management
Missouri
$1.11M +$1.11M +10,561 New
SIA
794
Schechter Investment Advisors
Michigan
$1.11M +$1.11M +10,537 New
SWM
795
SeaCrest Wealth Management
New York
$1.1M +$42.9K +409 +4%
EWA
796
Exencial Wealth Advisors
Oklahoma
$1.1M -$240K -2,286 -18%
IWM
797
IHT Wealth Management
Illinois
$1.09M +$55.8K +532 +5%
CA
798
Cornerstone Advisory
Maryland
$1.09M +$105 +1 +0%
MWM
799
Meridian Wealth Management
Kentucky
$1.08M +$66.2K +631 +7%
OC
800
Oakworth Capital
Alabama
$1.08M -$69.3K -660 -6%
30 31
32
33 34