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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 %
PAM
1076
Premier Asset Management
Illinois
$569K -$180K -1,720 -24%
FQ
1077
First Quadrant
California
$569K – – –
BIA
1078
Bigelow Investment Advisors
Maine
$569K – – –
TW
1079
TrinityPoint Wealth
Connecticut
$567K -$17.4K -166 -3%
CFCI
1080
Comprehensive Financial Consultants Institutional
Indiana
$566K +$566K +5,648 New
PIMG
1081
Patriot Investment Management Group
Tennessee
$565K -$8.92K -85 -2%
ACI
1082
Alpha Cubed Investments
California
$562K +$82.9K +790 +17%
QCG
1083
Quadrant Capital Group
Ohio
$558K -$108K -1,034 -16%
BCA
1084
Bray Capital Advisors
Florida
$558K +$105K +1,000 +23%
DE
1085
Day & Ennis
Georgia
$557K -$7.98K -76 -1%
PCMN
1086
Paradigm Capital Management (Nevada)
Nevada
$557K +$557K +5,311 New
WI
1087
Wintrust Investments
Illinois
$556K -$28.3K -270 -5%
CA
1088
CGN Advisors
Kansas
$555K +$111K +1,060 +25%
AFP
1089
Ausdal Financial Partners
Iowa
$555K +$170K +1,624 +44%
BP
1090
Ballentine Partners
Massachusetts
$554K -$12.9K -123 -2%
CF
1091
Centaurus Financial
California
$553K +$91.1K +868 +20%
EN1L
1092
Engine No 1 LLC
California
$552K +$116K +1,109 +27%
DSC
1093
Duncker Streett & Co
Missouri
$550K +$525 +5 +0.1%
NP
1094
NorthRock Partners
Minnesota
$550K +$43.1K +411 +9%
CWM
1095
C2C Wealth Management
Arizona
$550K +$550K +5,243 New
CBT
1096
CoreFirst Bank & Trust
Kansas
$549K – – –
RCM
1097
Radnor Capital Management
Pennsylvania
$545K – – –
CGH
1098
CMG Global Holdings
Texas
$544K – – –
BFC
1099
Bedel Financial Consulting
Indiana
$544K +$4.93K +47 +0.9%
GAM
1100
Gotham Asset Management
New York
$544K +$198K +1,886 +57%
42 43
44
45 46