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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 %
SFI
951
SPC Financial Inc
Maryland
$632K +$54K +547 +9%
EWA
952
ERTS Wealth Advisors
Michigan
$625K +$987 +10 +0.2%
VVP
953
Venture Visionary Partners
Ohio
$623K -$29.2K -296 -4%
SG
954
StoneX Group
New York
$623K +$38.7K +392 +7%
QCG
955
Quadrant Capital Group
Ohio
$620K +$39.8K +403 +7%
PA
956
PSI Advisors
Florida
$618K -$198K -2,009 -24%
FAM
957
Formidable Asset Management
Ohio
$614K -$7.01K -69 -1%
WSC
958
Wellington Shields & Co
New York
$614K +$494 +5 +0.1%
VIA
959
Vident Investment Advisory
Georgia
$612K +$121K +1,222 +25%
ESB
960
Essex Savings Bank
Connecticut
$604K +$70.2K +700 +13%
TI
961
Tidal Investments
Wisconsin
$603K +$206K +2,086 +52%
FFWM
962
Future Financial Wealth Management
Ohio
$602K +$395 +4 +0.1%
CL
963
CSS LLC
Illinois
$601K -$97.1K -984 -14%
AIM
964
Aspen Investment Management
Michigan
$600K -$3.26K -33 -0.5%
NSIM
965
North Star Investment Management
Illinois
$600K – – –
SP
966
Symmetry Partners
Connecticut
$599K -$38.1K -386 -6%
LIA
967
LBMC Investment Advisors
Tennessee
$598K +$7.21K +73 +1%
FCB
968
First Command Bank
Texas
$596K +$32.2K +326 +6%
FCFS
969
First Command Financial Services
Texas
$596K +$32.2K +326 +6%
GB
970
Goepper Burkhardt
South Carolina
$594K +$99 +1 +0%
CA
971
Calton & Associates
Florida
$594K +$21.1K +213 +4%
Members Trust
972
Members Trust
Florida
$594K +$21.6K +218 +4%
FFBTD
973
First Financial Bank - Trust Division
Ohio
$594K +$55K +558 +10%
VWA
974
V Wealth Advisors
Kansas
$593K +$7.93K +80 +1%
EGA
975
E&G Advisors
Texas
$592K -$579K -6,000 Closed
37 38
39
40 41