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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 %
CT
951
Chicago Trust
Illinois
$738K +$23.6K +225 +3%
HBT
952
Hills Bank & Trust
Iowa
$736K -$524 -5 -0.1%
RPCONE
953
Retirement Planning Company of New England
Rhode Island
$736K +$736K +7,025 New
SG
954
Stonnington Group
California
$733K +$92.9K +900 +15%
Members Trust
955
Members Trust
Florida
$732K +$10.5K +100 +1%
EA
956
Eudaimonia Advisors
Tennessee
$732K +$732K +6,979 New
GAMC
957
Garner Asset Management Corp
Texas
$731K -$315 -3 -0%
SG
958
StoneX Group
New York
$731K -$18.6K -177 -2%
GEA
959
Glen Eagle Advisors
New Jersey
$729K +$12.4K +118 +2%
AF
960
Allworth Financial
California
$729K -$18.8K -179 -3%
WP
961
WealthPLAN Partners
Nebraska
$728K -$23.4K -223 -3%
NB
962
Northwest Bancshares
Pennsylvania
$726K -$15.7K -150 -2%
EWA
963
EP Wealth Advisors
California
$726K +$95.8K +914 +15%
SWM
964
Stockman Wealth Management
Montana
$724K +$18.8K +179 +3%
MA
965
MBA Advisors
Pennsylvania
$723K -$22.5K -215 -3%
HA
966
Hamel Associates
New Jersey
$722K – – –
GI
967
Gradient Investments
Minnesota
$722K +$50.1K +478 +7%
KCPG
968
Kavar Capital Partners Group
Kansas
$719K -$42.6K -406 -6%
CRI
969
Colonial River Investments
Virginia
$718K +$718K +6,849 New
LI
970
Lafayette Investments
Maryland
$713K – – –
BWM
971
Buckley Wealth Management
Nevada
$711K -$87.5K -834 -11%
ACWM
972
Adams Chetwood Wealth Management
North Carolina
$710K -$73.8K -703 -9%
ACM
973
Adalta Capital Management
New York
$709K +$577K +5,500 +438%
ACM
974
Advisors Capital Management
New Jersey
$707K +$94.6K +902 +15%
MGP
975
Metis Global Partners
California
$704K +$704K +6,707 New
37 38
39
40 41