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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 %
CWM
1026
Cornerstone Wealth Management
Missouri
$631K +$51.5K +489 +9%
SACTSONJ
1027
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$629K – – –
SFI
1028
SPC Financial Inc
Maryland
$626K -$21K -200 -3%
DWT
1029
Dorsey & Whitney Trust
South Dakota
$625K -$50.5K -482 -7%
EWM
1030
Elmwood Wealth Management
California
$625K +$625K +5,958 New
VWA
1031
V Wealth Advisors
Kansas
$624K -$4.83K -46 -0.8%
FFBTD
1032
First Financial Bank - Trust Division
Ohio
$623K -$2.31K -22 -0.4%
CC
1033
Corsicana & Co
Texas
$621K +$6.82K +65 +1%
KC
1034
Kepos Capital
New York
$621K +$495K +4,720 +394%
SF
1035
Summit Financial
New Jersey
$621K +$6.92K +66 +1%
FCB
1036
First Command Bank
Texas
$620K – – –
SPWM
1037
Schrum Private Wealth Management
Florida
$620K +$620K +5,926 New
IAIM
1038
International Assets Investment Management
Florida
$619K -$3.75K -36 -0.6%
PA
1039
PSI Advisors
Florida
$618K +$6.08K +58 +1%
SSB
1040
Sandy Spring Bank
Maryland
$617K +$15.7K +150 +3%
VAM
1041
Verity Asset Management
North Carolina
$617K +$29K +276 +5%
XF
1042
XML Financial
Maryland
$616K +$25.8K +246 +4%
BCA
1043
Bay Colony Advisors
Massachusetts
$616K +$56.6K +540 +10%
RWA
1044
Rainsberger Wealth Advisors
Colorado
$616K +$616K +5,874 New
BFS
1045
Bard Financial Services
Connecticut
$615K +$34.1K +325 +6%
EFSCE
1046
Enterprise Financial Services Corp (EFSC)
Missouri
$612K +$525 +5 +0.1%
KPCM
1047
Kings Point Capital Management
New York
$611K +$27.1K +258 +5%
CB
1048
Community Bank
New York
$610K – – –
GCP
1049
GSA Capital Partners
United Kingdom
$608K +$608K +5,798 New
LWM
1050
Loveless Wealth Management
Montana
$605K +$54K +515 +10%
40 41
42
43 44