DUK icon

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 %
DP
826
Dearborn Partners
Illinois
$839K +$790 +8 +0.1%
BC
827
Barnett & Company
Tennessee
$839K +$624K +6,315 +290%
CCA
828
Checchi Capital Advisers
California
$837K -$20.1K -204 -2%
CAM
829
Centre Asset Management
New York
$836K – – –
WT
830
Whittier Trust
California
$835K -$99.1K -1,004 -11%
RIA
831
Realta Investment Advisors
Delaware
$835K -$24.1K -244 -3%
GT
832
Glenview Trust
Kentucky
$828K -$12.8K -130 -2%
IB
833
Intrust Bank
Kansas
$828K +$64.7K +656 +8%
BIA
834
Bigelow Investment Advisors
Maine
$822K – – –
JGUA
835
John G. Ullman & Associates
New York
$821K -$19.7K -200 -2%
BCM
836
BTR Capital Management
California
$821K – – –
GC
837
Grimes & Company
Massachusetts
$821K +$1.09K +11 +0.1%
AWA
838
Arkadios Wealth Advisors
Georgia
$821K +$113K +1,145 +16%
BOPW
839
Brandywine Oak Private Wealth
Pennsylvania
$818K +$577K +5,846 +239%
MGAM
840
McGowan Group Asset Management
Texas
$817K +$817K +8,280 New
WGA
841
Weather Gauge Advisory
Virginia
$812K +$1.19K +12 +0.1%
WA
842
WBH Advisory
Maryland
$805K -$62.1K -594 -7%
SA
843
Strategic Advisors
New York
$802K +$73.8K +748 +10%
HCM
844
Hodges Capital Management
Texas
$802K +$181K +1,834 +29%
WA
845
Wambolt & Associates
Colorado
$798K +$153K +1,532 +24%
FG
846
Fiduciary Group
Georgia
$797K +$16.1K +151 +2%
ZIC
847
ZWJ Investment Counsel
Georgia
$796K -$979K -9,917 -55%
SFA
848
Sequoia Financial Advisors
Ohio
$796K +$259K +2,629 +48%
CAM
849
Carret Asset Management
New York
$795K +$11.8K +120 +2%
VPIM
850
Vanguard Personalized Indexing Management
California
$794K +$408K +4,130 +106%
32 33
34
35 36