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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 %
MGWM
901
Marks Group Wealth Management
Minnesota
$709K +$37.7K +381 +6%
EWM
902
Endurance Wealth Management
Rhode Island
$707K +$8.58K +87 +1%
AA
903
Ancora Advisors
Ohio
$705K +$3.36K +34 +0.5%
GI
904
Gradient Investments
Minnesota
$705K +$23.4K +237 +3%
GAM
905
Grandview Asset Management
Pennsylvania
$705K +$564K +5,709 +399%
TW
906
Transform Wealth
Colorado
$702K +$1.68K +17 +0.2%
PA
907
PFG Advisors
Arizona
$702K +$4.25K +43 +0.6%
Voloridge Investment Management
908
Voloridge Investment Management
Florida
$700K +$700K +7,095 New
FIM
909
Fruth Investment Management
Texas
$699K -$16.4K -166 -2%
VAM
910
Verity Asset Management
North Carolina
$696K +$142K +1,437 +26%
NB
911
Northwest Bancshares
Pennsylvania
$695K -$20.3K -206 -3%
CFMC
912
Curbstone Financial Management Corp
New Hampshire
$694K – – –
Fisher Asset Management
913
Fisher Asset Management
Washington
$692K +$56.9K +577 +9%
GAMC
914
Garner Asset Management Corp
Texas
$691K – – –
PG
915
Patten Group
Tennessee
$688K +$1.68K +17 +0.2%
PWM
916
PRW Wealth Management
Massachusetts
$688K +$688K +6,971 New
FBB
917
Fulton Breakefield Broenniman
Maryland
$687K +$94.2K +955 +16%
Lazard Asset Management
918
Lazard Asset Management
New York
$681K -$7.47M -75,743 -92%
AAF
919
Andra AP-fonden
Sweden
$681K +$681K +6,900 New
FRA
920
Front Row Advisors
California
$676K -$9.08K -85 -1%
FIM
921
Freedom Investment Management
Connecticut
$675K +$8.68K +88 +1%
LI
922
Lafayette Investments
Maryland
$671K +$671K +6,795 New
CT
923
Chicago Trust
Illinois
$670K -$6.32K -64 -0.9%
C
924
Certuity
Florida
$668K +$63.3K +641 +10%
HKIM
925
Hayek Kallen Investment Management
Alabama
$667K -$2.37K -24 -0.4%
35 36
37
38 39