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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 %
SACTSONJ
976
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$592K – – –
IF
977
Intrua Financial
Texas
$592K +$1.93K +18 +0.3%
FM
978
Family Management
New York
$590K +$347K +3,508 +142%
PHK
979
Point72 Hong Kong
Hong Kong
$588K +$588K +5,954 New
DWT
980
Dorsey & Whitney Trust
South Dakota
$587K -$146K -1,480 -20%
CW
981
CreativeOne Wealth
Kansas
$587K +$222K +2,247 +61%
WPP
982
Whalerock Point Partners
Rhode Island
$586K – – –
PA
983
Probity Advisors
Texas
$586K +$52.6K +532 +10%
ACM
984
Advisors Capital Management
New Jersey
$583K +$80.7K +818 +16%
IC
985
IEQ Capital
California
$583K +$185K +1,878 +47%
JFGLC
986
Johnson Financial Group LLC (Colorado)
Colorado
$582K +$113K +1,148 +24%
LSPW
987
Lake Street Private Wealth
Illinois
$581K -$11K -110 -2%
HI
988
Hudock Inc
Pennsylvania
$581K +$2.07K +21 +0.4%
SFP
989
Sandbox Financial Partners
Maryland
$579K +$790 +8 +0.1%
CB
990
Community Bank
New York
$578K -$220K -2,229 -28%
CC
991
Corsicana & Co
Texas
$578K +$578K +5,856 New
ACWM
992
Adams Chetwood Wealth Management
North Carolina
$577K -$22.2K -225 -4%
OPA
993
Old Port Advisors
Maine
$576K -$141K -1,372 -20%
PCM
994
Princeton Capital Management
New Jersey
$576K -$5.33K -54 -0.9%
FAM
995
Flaharty Asset Management
Florida
$576K +$296 +3 +0.1%
BFIM
996
Beese Fulmer Investment Management
Ohio
$574K -$29.6K -300 -5%
AFAS
997
Acorn Financial Advisory Services
Virginia
$574K – – –
HL
998
HeadInvest LLC
Maine
$574K +$10.5K +106 +2%
SSB
999
Sandy Spring Bank
Maryland
$574K +$26.6K +269 +5%
BHBT
1000
Burke & Herbert Bank & Trust
Virginia
$572K +$3.75K +38 +0.7%
38 39
40
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