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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 %
MGIA
1051
Moneta Group Investment Advisors
Missouri
$604K +$82.7K +788 +16%
HI
1052
Hendershot Investments
Virginia
$604K +$604K +5,762 New
HL
1053
HeadInvest LLC
Maine
$603K -$1.37K -13 -0.2%
HW
1054
Hancock Whitney
Mississippi
$601K -$19.4K -185 -3%
OPA
1055
Old Port Advisors
Maine
$600K -$724 -7 -0.1%
LSPW
1056
Lake Street Private Wealth
Illinois
$600K +$12.6K +120 +2%
CT
1057
Clearstead Trust
Maine
$599K – – –
EGA
1058
E&G Advisors
Texas
$598K -$10.5K -100 -2%
BL
1059
Balentine LLC
Georgia
$597K +$169K +1,612 +40%
BFM
1060
Boston Financial Management
Massachusetts
$594K – – –
WI
1061
WrapManager Inc
California
$594K +$12.8K +122 +2%
BWM
1062
BCGM Wealth Management
Indiana
$593K +$288K +2,743 +94%
ETC
1063
Exchange Traded Concepts
Oklahoma
$591K -$3.4M -32,450 -85%
TW
1064
Transform Wealth
Colorado
$589K -$66.1K -630 -10%
SWM
1065
Selective Wealth Management
Virginia
$586K – – –
PA
1066
Probity Advisors
Texas
$585K -$17.8K -170 -3%
GIA
1067
Gateway Investment Advisers
Ohio
$583K -$80K -762 -12%
KCM
1068
Kanawha Capital Management
Virginia
$581K -$315 -3 -0.1%
BFIM
1069
Beese Fulmer Investment Management
Ohio
$580K -$29.9K -285 -5%
ACM
1070
Alethea Capital Management
Washington
$577K -$172K -1,641 -23%
SWM
1071
Sugarloaf Wealth Management
Georgia
$575K +$2.63K +25 +0.5%
Edgewood Management
1072
Edgewood Management
Connecticut
$574K -$17.4K -166 -3%
DPI
1073
Diversified Portfolios Inc
Michigan
$574K +$221K +2,109 +63%
FAIM
1074
Financial Advocates Investment Management
Washington
$572K +$486K +13,107 +563%
SWA
1075
Stratos Wealth Advisors
Ohio
$571K +$37.4K +356 +7%
41 42
43
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