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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 %
MCA
826
MSH Capital Advisors
Arizona
$999K +$999K +9,521 New
CC
827
Chicago Capital
Illinois
$998K -$9.45K -90 -0.9%
AFG
828
Albion Financial Group
Utah
$995K -$68.7K -655 -6%
BHA
829
Beech Hill Advisors
New York
$989K -$73.4K -700 -7%
WT
830
Whittier Trust
California
$989K +$97.6K +930 +11%
VLKIM
831
Van Lanschot Kempen Investment Management
Netherlands
$985K – – –
FBB
832
Fulton Breakefield Broenniman
Maryland
$984K +$142K +1,357 +17%
CTA
833
Chesley Taft & Associates
Illinois
$975K -$2.62K -25 -0.3%
CI
834
Conning Inc
Connecticut
$971K +$50.7K +483 +6%
9WM
835
9258 Wealth Management
Ohio
$969K +$89K +849 +10%
JSL
836
JT Stratford LLC
Georgia
$967K -$4.51K -43 -0.5%
DFA
837
Delta Financial Advisors
Louisiana
$966K +$210 +2 +0%
BHBT
838
Burke & Herbert Bank & Trust
Virginia
$965K +$304K +2,901 +46%
CS
839
Capital Square
Tennessee
$964K +$11.2K +108 +1%
HPC
840
HM Payson & Co
Maine
$964K +$52.1K +497 +6%
PSUF
841
People's United Financial
Connecticut
$963K -$76.2K -727 -7%
KWA
842
Kellett Wealth Advisors
Ohio
$962K +$962K +9,168 New
VCM
843
Violich Capital Management
California
$957K -$5.25K -50 -0.5%
MAM
844
Madison Asset Management
Wisconsin
$957K +$127K +1,212 +15%
GT
845
Glenview Trust
Kentucky
$954K +$48.3K +460 +5%
CAG
846
Crestwood Advisors Group
Massachusetts
$946K +$3.46K +33 +0.4%
WGAM
847
Wilkinson Global Asset Management
New York
$944K – – –
TI
848
Tidal Investments
Wisconsin
$940K +$174K +1,659 +23%
MS
849
Madden Securities
Texas
$936K -$29.4K -280 -3%
DWM
850
Doyle Wealth Management
Florida
$933K -$111K -1,054 -11%
32 33
34
35 36