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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 %
MSS
926
Mitchell Sinkler & Starr
Pennsylvania
$665K -$11.5K -116 -2%
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$664K +$13.5K +137 +2%
SWM
928
Stockman Wealth Management
Montana
$663K – – –
AWM
929
Avior Wealth Management
Nebraska
$660K +$5.22K +53 +0.8%
SS
930
Sunbelt Securities
Texas
$660K +$26.2K +250 +4%
FHA
931
Flagship Harbor Advisors
Massachusetts
$657K -$8.89K -90 -1%
GSBTD
932
Glenview State Bank Trust Department
Illinois
$657K – – –
GEA
933
Glen Eagle Advisors
New Jersey
$655K -$3.06K -31 -0.5%
LIM
934
Longfellow Investment Management
Massachusetts
$653K -$420K -4,252 -39%
MWM
935
Mission Wealth Management
California
$653K +$235K +2,381 +56%
HCM
936
Hengehold Capital Management
Ohio
$651K -$45.6K -462 -7%
AF
937
Aldebaran Financial
$651K +$75.1K +754 +13%
PCM
938
Prelude Capital Management
New York
$651K +$243K +2,468 +60%
AIL
939
AGF Investments LLC
Ontario, Canada
$649K +$598K +6,056 +1,178%
AWM
940
Absher Wealth Management
North Carolina
$645K +$109K +1,103 +20%
DMBA
941
Deseret Mutual Benefit Administrators
Utah
$645K +$645K +6,529 New
BCP
942
Berkeley Capital Partners
Georgia
$643K +$10.6K +107 +2%
GIA
943
Gateway Investment Advisers
Ohio
$641K -$15.6K -158 -2%
CGL
944
Clarius Group LLC
Washington
$641K +$13K +132 +2%
KWM
945
Keebeck Wealth Management
Illinois
$637K -$80.1K -811 -11%
SFG
946
Summit Financial Group
West Virginia
$637K – – –
SG
947
Stonnington Group
California
$634K -$50.3K -500 -7%
CAI
948
Capital Advisors Inc
Oklahoma
$634K +$28.6K +290 +5%
PTC
949
Philadelphia Trust Company
Pennsylvania
$633K -$51.2K -519 -7%
KA
950
Kovack Advisors
Florida
$632K +$35.6K +361 +6%
36 37
38
39 40