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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 %
SIM
851
Sentry Investment Management
Wisconsin
$793K +$111K +1,120 +16%
FNBOSM
852
First National Bank of South Miami
Florida
$793K +$111K +1,123 +16%
HSA
853
HBK Sorce Advisory
Pennsylvania
$789K -$9.77K -99 -1%
LWAM
854
Legacy Wealth Asset Management
Minnesota
$788K +$19.3K +196 +3%
WCM
855
Washington Capital Management
Washington
$786K -$4.94K -50 -0.6%
CWP
856
Concord Wealth Partners
Virginia
$784K +$81.8K +828 +12%
PWM
857
Perigon Wealth Management
California
$783K +$8.58K +87 +1%
WWM
858
Western Wealth Management
Colorado
$783K +$51.7K +524 +7%
SS
859
Simplicity Solutions
Minnesota
$782K +$96.6K +978 +14%
CFN
860
Cordasco Financial Network
Florida
$781K -$22.8K -231 -3%
WP
861
WealthPLAN Partners
Nebraska
$780K +$35.5K +331 +5%
Wolverine Trading
862
Wolverine Trading
Illinois
$780K +$171K +1,740 +28%
BHIA
863
Birch Hill Investment Advisors
Massachusetts
$779K – – –
Bank Julius Baer & Co
864
Bank Julius Baer & Co
Switzerland
$775K -$62.2K -630 -7%
CPSAC
865
Chas P. Smith & Associates (CPS)
Florida
$773K +$34K +344 +5%
MAM
866
Madison Asset Management
Wisconsin
$765K – – –
IWA
867
Intercontinental Wealth Advisors
Texas
$764K -$60.3K -611 -7%
TTWM
868
TCV Trust & Wealth Management
Virginia
$761K +$785 +8 +0.1%
MAFM
869
Mid Atlantic Financial Management
Pennsylvania
$760K +$10.2K +103 +1%
SWM
870
Segment Wealth Management
Texas
$759K – – –
Capstone Investment Advisors
871
Capstone Investment Advisors
New York
$756K +$756K +7,658 New
IAS
872
Investment Advisory Services
Texas
$755K +$755K +7,650 New
ATPW
873
Ashton Thomas Private Wealth
Arizona
$755K +$2.76K +28 +0.4%
CCM
874
Compton Capital Management
Rhode Island
$752K -$19.7K -200 -3%
BWM
875
Buckley Wealth Management
Nevada
$751K -$23K -233 -3%
33 34
35
36 37