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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 %
WCA
1076
Westover Capital Advisors
Delaware
$468K -$33.5K -339 -7%
FPGK
1077
Financial Partners Group (Kansas)
Kansas
$467K +$296 +3 +0.1%
EPWM
1078
Essex Private Wealth Management
Massachusetts
$466K -$41.6K -422 -8%
MIP
1079
Marietta Investment Partners
Wisconsin
$466K – – –
ED
1080
Exane Derivatives
France
$466K +$254K +2,502 +120%
SAM
1081
SignalPoint Asset Management
Missouri
$465K -$1.58K -16 -0.3%
MGIA
1082
Moneta Group Investment Advisors
Missouri
$465K +$51.8K +525 +13%
WDA
1083
Wendell David Associates
New Hampshire
$464K – – –
BFC
1084
Blue Fin Capital
Rhode Island
$463K -$26.6K -270 -5%
SWM
1085
Sugarloaf Wealth Management
Georgia
$462K +$1.98K +20 +0.4%
LWM
1086
Laidlaw Wealth Management
New York
$459K +$24.8K +251 +6%
GP
1087
Girard Partners
Pennsylvania
$458K -$32.4K -329 -7%
TAIM
1088
TD Ameritrade Investment Management
Nebraska
$458K +$12.5K +127 +3%
Bessemer Group
1089
Bessemer Group
New Jersey
$458K +$23.4K +237 +5%
LCM
1090
LVM Capital Management
Michigan
$457K – – –
FCFC
1091
First Citizens Financial Corp
Iowa
$456K -$7.2K -73 -2%
WFG
1092
Wills Financial Group
Virginia
$455K +$128K +1,303 +39%
CWM
1093
Cornerstone Wealth Management
Missouri
$454K +$22.4K +227 +5%
RCA
1094
Reitz Capital Advisors
Michigan
$452K -$33.8K -343 -7%
HWM
1095
Holloway Wealth Management
Florida
$450K -$440K – –
AWAP
1096
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K +$3.36K +34 +0.8%
WFI
1097
West Family Investments
California
$450K +$450K +4,557 New
CHA
1098
Carmichael Hill & Associates
Maryland
$445K +$791 +8 +0.2%
KFS
1099
Kelly Financial Services
Massachusetts
$444K +$440K +43,400 +9,841%
WHRC
1100
W.H. Reaves & Co
New Jersey
$443K +$50.6K +512 +13%
42 43
44
45 46