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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 %
AssetMark Inc
1101
AssetMark Inc
California
$441K -$5.63K -57 -1%
ACI
1102
Alpha Cubed Investments
California
$441K +$27.4K +278 +7%
FWP
1103
Firethorn Wealth Partners
Georgia
$439K +$7.7K +78 +2%
MMG
1104
Monetary Management Group
Missouri
$438K – – –
NFG
1105
Next Financial Group
Texas
$438K +$16.6K +168 +4%
TC
1106
Tatro Capital
Kentucky
$434K +$44.9K +454 +12%
BAS
1107
Brown Advisory Securities
Maryland
$432K -$19.7K -200 -4%
MSFP
1108
Mark Sheptoff Financial Planning
Connecticut
$431K -$3.45K -35 -0.8%
RBC
1109
Roble Belko & Company
Pennsylvania
$431K – – –
SMF
1110
Sterling Manor Financial
New York
$431K +$198 +2 +0%
SB
1111
Strategic Blueprint
Georgia
$431K +$4.24K +43 +1%
MCM
1112
Marathon Capital Management
Maryland
$431K +$18.8K +191 +5%
MWM
1113
Minot Wealth Management
Massachusetts
$430K +$23.8K +235 +6%
CAM
1114
Cypress Asset Management
Texas
$429K +$3.95K +40 +0.9%
BCA
1115
Bray Capital Advisors
Florida
$426K – – –
CA
1116
Crewe Advisors
Utah
$423K – – –
KA
1117
KLCM Advisors
Wisconsin
$422K +$47.3K +480 +13%
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$64.6K +655 +18%
NA
1119
Navellier & Associates
Nevada
$420K -$18.9K -191 -4%
BWA
1120
BDO Wealth Advisors
Florida
$420K +$45.9K +465 +12%
CT
1121
Cambridge Trust
Massachusetts
$419K +$3.06K +31 +0.7%
CF
1122
Centaurus Financial
California
$418K +$9.08K +92 +2%
MIC
1123
Means Investment Company
Maine
$418K +$10.5K +106 +3%
NFSG
1124
Newbridge Financial Services Group
Florida
$418K +$143K +1,444 +52%
OCG
1125
Opus Capital Group
Ohio
$417K -$38.6K -391 -8%
43 44
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