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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 %
IWC
801
Integrated Wealth Concepts
Massachusetts
$879K +$188K +1,906 +27%
KMWM
802
Keudell/Morrison Wealth Management
Oregon
$877K – – –
AWCI
803
Alpine Woods Capital Investors
New York
$875K -$110K -1,116 -11%
EF
804
Empirical Finance
Pennsylvania
$874K +$144K +1,462 +20%
CTA
805
Chesley Taft & Associates
Illinois
$873K +$96.3K +975 +12%
AC
806
Allstate Corporation
Illinois
$872K -$181K -1,838 -17%
CAG
807
Crestwood Advisors Group
Massachusetts
$871K +$71K +719 +9%
SNT
808
Security National Trust
West Virginia
$870K +$43.1K +437 +5%
CC
809
Chicago Capital
Illinois
$869K +$44.4K +450 +5%
TFS
810
TrustCore Financial Services
Tennessee
$868K +$26.3K +266 +3%
FWP
811
FAS Wealth Partners
Kansas
$868K +$149K +1,505 +21%
FPFS
812
First Personal Financial Services
North Carolina
$864K +$16.4K +166 +2%
SC
813
Scotia Capital
Ontario, Canada
$858K -$231K -2,338 -21%
AA
814
Argent Advisors
Louisiana
$856K +$49.4K +500 +6%
GTCM
815
Gyon Technologies Capital Management
New Jersey
$853K -$182K -1,843 -18%
AWM
816
Apollon Wealth Management
South Carolina
$852K -$36.8K -373 -4%
HPC
817
HM Payson & Co
Maine
$850K -$82.5K -835 -9%
9WM
818
9258 Wealth Management
Ohio
$850K +$31.1K +315 +4%
MWM
819
Meridian Wealth Management
Kentucky
$849K +$281K +2,844 +49%
SCI
820
Stableford Capital II
Arizona
$848K +$22.5K +228 +3%
CFD
821
Creative Financial Designs
Indiana
$846K +$75.7K +767 +10%
BFO
822
Biltmore Family Office
North Carolina
$845K -$23.3K -236 -3%
ARMC
823
American Research & Management Company
Massachusetts
$844K -$9.87K -100 -1%
BTWM
824
Baker Tilly Wealth Management
Wisconsin
$840K -$12.3K -125 -1%
EFSCE
825
Enterprise Financial Services Corp (EFSC)
Missouri
$840K +$105K +1,064 +14%
31 32
33
34 35