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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 %
PAG
1001
Powers Advisory Group
Illinois
$661K +$661K +6,302 New
EWA
1002
ERTS Wealth Advisors
Michigan
$660K +$3.46K +33 +0.5%
WDA
1003
Wendell David Associates
New Hampshire
$660K +$168K +1,598 +34%
AIC
1004
Archer Investment Corporation
Indiana
$659K +$15K +143 +2%
IWA
1005
Intercontinental Wealth Advisors
Texas
$658K +$149K +1,425 +29%
ESB
1006
Essex Savings Bank
Connecticut
$657K – – –
CAI
1007
Capital Advisors Inc
Oklahoma
$657K +$29.3K +280 +5%
MMG
1008
Monetary Management Group
Missouri
$654K – – –
OIA
1009
OneDigital Investment Advisors
Kansas
$654K +$61.7K +588 +10%
BC
1010
Burney Company
Virginia
$654K +$285K +2,719 +77%
WSC
1011
Wellington Shields & Co
New York
$653K +$524 +5 +0.1%
GB
1012
Goepper Burkhardt
South Carolina
$653K +$21.6K +206 +3%
EH
1013
Equitable Holdings
New York
$652K -$21.6K -206 -3%
MG
1014
Mather Group
Illinois
$649K +$106K +1,011 +20%
DA
1015
Detalus Advisors
Missouri
$648K +$15.9K +152 +3%
FIM
1016
Freedom Investment Management
Connecticut
$645K -$130K -1,234 -17%
CFA
1017
Compass Financial Advisors
Indiana
$645K +$645K +6,145 New
AIM
1018
Aspen Investment Management
Michigan
$642K -$11.3K -108 -2%
CL
1019
CSS LLC
Illinois
$639K – – –
FFWM
1020
Future Financial Wealth Management
Ohio
$639K +$7.56K +73 +1%
NICM
1021
Neo Ivy Capital Management
New York
$639K +$639K +6,091 New
PCM
1022
Princeton Capital Management
New Jersey
$638K +$25.8K +246 +4%
CT
1023
Cambridge Trust
Massachusetts
$638K +$184K +1,756 +41%
LIA
1024
LBMC Investment Advisors
Tennessee
$636K +$210 +2 +0%
FAM
1025
Formidable Asset Management
Ohio
$631K +$729 +7 +0.1%
39 40
41
42 43