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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 %
HW
1051
Hancock Whitney
Mississippi
$499K +$494 +5 +0.1%
AW
1052
Alaethes Wealth
Nevada
$498K – – –
WTC
1053
WhitTier Trust Company
Nevada
$497K – – –
RCM
1054
RB Capital Management
Nevada
$497K +$23K +233 +5%
CFS
1055
Cannon Financial Strategists
Georgia
$495K – – –
CWM
1056
Curi Wealth Management
North Carolina
$494K +$789 +8 +0.2%
AWM
1057
Accurate Wealth Management
Florida
$494K +$494K +5,007 New
NB
1058
NBT Bank
New York
$492K – – –
EWM
1059
Elmwood Wealth Management
California
$487K – – –
WANY
1060
Wealthspire Advisors (New York)
New York
$486K -$1.16M -11,743 -70%
GVAG
1061
Great Valley Advisor Group
Delaware
$486K +$11.5K +117 +2%
VWA
1062
Visionary Wealth Advisors
Illinois
$484K -$32.9K -333 -6%
AG
1063
AlphaSimPlex Group
Massachusetts
$483K – – –
SGK
1064
Steigerwald Gordon & Koch
Virginia
$482K -$7.41K -75 -2%
CAM
1065
Campion Asset Management
Virginia
$481K -$80.2K -812 -14%
ABC
1066
Associated Banc-Corp
Wisconsin
$481K +$19.2K +194 +4%
BCA
1067
Bay Colony Advisors
Massachusetts
$475K +$12.5K +127 +3%
PPW
1068
Pasadena Private Wealth
California
$475K +$43.9K +445 +10%
CT
1069
Coastline Trust
Rhode Island
$474K -$9.87K -100 -2%
QCIG
1070
Quad-Cities Investment Group
Iowa
$473K +$99 +1 +0%
HWA
1071
Heritage Wealth Advisors
Virginia
$472K – – –
BFM
1072
Boston Financial Management
Massachusetts
$472K – – –
CFA
1073
CWS Financial Advisors
Michigan
$471K +$6.61K +67 +1%
HI
1074
Horizon Investments
North Carolina
$469K +$40.1K +410 +9%
PPSG
1075
Princeton Portfolio Strategies Group
New Jersey
$468K -$450K -4,555 -49%
41 42
43
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