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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 %
AIL
851
AGF Investments LLC
Ontario, Canada
$933K +$220K +2,094 +31%
IB
852
Intrust Bank
Kansas
$929K -$8.82K -84 -0.9%
LWAM
853
Legacy Wealth Asset Management
Minnesota
$928K +$81.7K +779 +10%
SC
854
Scotia Capital
Ontario, Canada
$926K -$25.5K -243 -3%
SCM
855
Shelton Capital Management
Colorado
$926K +$52.4K +500 +6%
PA
856
Parallel Advisors
California
$925K -$45.6K -435 -5%
RIA
857
Realta Investment Advisors
Delaware
$914K +$11.3K +108 +1%
CW
858
CreativeOne Wealth
Kansas
$913K -$18.9K -180 -2%
TA
859
Tectonic Advisors
Texas
$909K +$452K +4,311 +99%
RCAG
860
Rehmann Capital Advisory Group
Michigan
$906K -$30.5K -291 -3%
BONH
861
Bank of New Hampshire
New Hampshire
$906K -$40.3K -384 -4%
KMWM
862
Keudell/Morrison Wealth Management
Oregon
$903K -$31.5K -300 -3%
ACM
863
Ategra Capital Management
Virginia
$902K – – –
SS
864
Simplicity Solutions
Minnesota
$900K -$65.2K -622 -7%
WBCM
865
Wilson & Boucher Capital Management
California
$900K +$900K +8,584 New
CAM
866
Centre Asset Management
New York
$899K – – –
FNBOSM
867
First National Bank of South Miami
Florida
$895K -$46.6K -444 -5%
DAM
868
Doheny Asset Management
California
$894K -$42K -400 -4%
BC
869
Barnett & Company
Tennessee
$892K -$13.1K -125 -1%
SFG
870
Summit Financial Group
West Virginia
$886K +$210K +2,000 +31%
CCA
871
Checchi Capital Advisers
California
$884K +$28K +267 +3%
KIA
872
KCM Investment Advisors
California
$880K +$78.7K +750 +10%
HI
873
Horizon Investments
North Carolina
$879K +$188K +1,791 +27%
FPFS
874
First Personal Financial Services
North Carolina
$878K -$39.6K -378 -4%
FNC
875
First National Corp
Massachusetts
$876K -$66.8K -637 -7%
33 34
35
36 37