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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 %
IWC
801
Integrated Wealth Concepts
Massachusetts
$1.07M +$71.2K +678 +7%
CW
802
Connectus Wealth
Ohio
$1.06M +$1.06M +10,106 New
APG
803
Abacus Planning Group
South Carolina
$1.06M +$112K +1,069 +12%
MHI
804
Miller Howard Investments
New York
$1.06M -$1.08M -10,300 -51%
HKIM
805
Hayek Kallen Investment Management
Alabama
$1.06M +$345K +3,291 +49%
SFS
806
Stiles Financial Services
Minnesota
$1.05M +$1.05M +10,048 New
DBRC
807
D.B. Root & Company
Pennsylvania
$1.04M +$1.26K +12 +0.1%
IBOK
808
Independence Bank of Kentucky
Kentucky
$1.04M -$146K -1,390 -12%
ONB
809
Old National Bancorp
Indiana
$1.04M -$68.7K -655 -6%
HI
810
Harbour Investments
Wisconsin
$1.04M -$3.44M -32,787 -77%
MGWM
811
Marks Group Wealth Management
Minnesota
$1.04M +$276K +2,639 +36%
HTC
812
Haverford Trust Company
Pennsylvania
$1.04M -$180K -1,717 -15%
AWA
813
AmeriServ Wealth Advisors
Pennsylvania
$1.03M +$4.4K +42 +0.4%
LNWWM
814
Laird Norton Wetherby Wealth Management
California
$1.02M +$23.8K +227 +2%
GA
815
Greytown Advisors
Florida
$1.02M -$249K -2,377 -20%
GWA
816
Gibson Wealth Advisors
Texas
$1.02M +$1.02M +9,740 New
SCI
817
Stableford Capital II
Arizona
$1.02M +$161K +1,569 +19%
WA
818
Wealth Alliance
New York
$1.02M +$11.9K +113 +1%
HFG
819
Heron Financial Group
New York
$1.01M +$40.8K +394 +4%
CPWA
820
Cerro Pacific Wealth Advisors
California
$1.01M +$647K +6,171 +177%
NL
821
NVWM LLC
Pennsylvania
$1.01M +$16.4K +156 +2%
FNBTCON
822
First National Bank & Trust Co of Newtown
Pennsylvania
$1.01M -$20.4K -195 -2%
ERSOT
823
Employees Retirement System of Texas
Texas
$1.01M – – –
HIS
824
Horizon Investment Services
Indiana
$1.01M -$2.1K -20 -0.2%
MFG
825
MidWestOne Financial Group
Iowa
$1M +$31.2K +297 +3%
31 32
33
34 35