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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 %
DA
1001
Detalus Advisors
Missouri
$570K +$227K +2,302 +66%
IAIM
1002
International Assets Investment Management
Florida
$567K -$924K -9,439 -62%
FBC
1003
Fairfield, Bush & Co
Connecticut
$564K – – –
CT
1004
Clearstead Trust
Maine
$563K – – –
WI
1005
Wintrust Investments
Illinois
$557K -$3.95K -40 -0.7%
Edgewood Management
1006
Edgewood Management
Connecticut
$556K – – –
SWA
1007
Stratos Wealth Advisors
Ohio
$556K +$110K +1,114 +25%
CST
1008
Charles Schwab Trust
Nevada
$553K – – –
PCS
1009
Personal CFO Solutions
New Jersey
$552K +$690 +7 +0.1%
WI
1010
WrapManager Inc
California
$551K +$4.34K +44 +0.8%
HIIFS
1011
Harel Insurance Investments & Financial Services
Israel
$550K -$237K -737 -30%
CCWA
1012
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$550K +$550K +5,575 New
KPCM
1013
Kings Point Capital Management
New York
$549K +$789 +8 +0.1%
CF
1014
Clarity Financial
Texas
$549K +$143K +1,443 +35%
ALAM
1015
Asahi Life Asset Management
Japan
$546K -$35.5K -360 -6%
BFS
1016
Bard Financial Services
Connecticut
$546K – – –
KCM
1017
Kanawha Capital Management
Virginia
$545K -$1.98K -20 -0.4%
ACM
1018
Alethea Capital Management
Washington
$543K -$780K -7,903 -59%
ACM
1019
AlphaCrest Capital Management
New York
$543K +$95.7K +969 +21%
TCA
1020
Transcend Capital Advisors
New Jersey
$542K +$34.7K +350 +7%
CRI
1021
Colonial River Investments
Virginia
$541K -$9.97K -101 -2%
GCP
1022
GSA Capital Partners
United Kingdom
$541K +$541K +5,482 New
EWM
1023
EPG Wealth Management
Georgia
$537K +$31K +314 +6%
HPWA
1024
Hall Private Wealth Advisors
North Carolina
$537K +$537K +5,440 New
MG
1025
Mather Group
Illinois
$536K +$23.2K +235 +5%
39 40
41
42 43