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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 %
KIA
876
KCM Investment Advisors
California
$750K -$219K -2,223 -23%
ACA
877
Aptus Capital Advisors
Alabama
$750K +$234K +2,369 +45%
FFC
878
First Financial Corp
Indiana
$749K -$8.98K -91 -1%
NICM
879
Neo Ivy Capital Management
New York
$746K +$746K +7,552 New
DT
880
Diversified Trust
Tennessee
$745K -$34K -344 -4%
CAN
881
Claraphi Advisory Network
United States
$737K +$228K +2,308 +45%
SXL
882
Summit X LLC
Missouri
$735K +$27.3K +277 +4%
PSUF
883
People's United Financial
Connecticut
$732K -$17.8K -180 -2%
WIC
884
Whitegate Investment Counselors
New Hampshire
$729K +$38.7K +392 +6%
IMOV
885
Investment Management of Virginia
Virginia
$728K -$2.27K -23 -0.3%
CCP
886
Corient Capital Partners
California
$728K +$65.6K +665 +10%
FNC
887
First National Corp
Massachusetts
$727K +$24.8K +310 +4%
BB
888
Busey Bank
Illinois
$722K -$110K -1,111 -13%
PCM
889
Parsons Capital Management
Rhode Island
$722K -$82.3K -833 -10%
RA
890
RFG Advisory
Alabama
$722K -$79.2K -802 -10%
LCM
891
Logan Capital Management
Pennsylvania
$722K +$79.9K +809 +12%
FHC
892
First Heartland Consultants
Missouri
$722K +$284K +2,879 +65%
FMW
893
Farr Miller & Washington
District of Columbia
$720K – – –
WPC
894
Waters Parkerson & Co
Louisiana
$719K +$22.5K +228 +3%
HA
895
Hamel Associates
New Jersey
$717K -$32.6K -330 -4%
KCPG
896
Kavar Capital Partners Group
Kansas
$716K +$197 +2 +0%
EWA
897
EP Wealth Advisors
California
$714K -$33.5K -339 -4%
HBT
898
Hills Bank & Trust
Iowa
$714K – – –
AT
899
Arden Trust
Delaware
$712K -$229K -2,318 -24%
CK
900
Cohen Klingenstein
New York
$711K – – –
34 35
36
37 38