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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 %
PCS
1101
Personal CFO Solutions
New Jersey
$541K -$50.3K -479 -9%
DMBA
1102
Deseret Mutual Benefit Administrators
Utah
$541K +$21.4K +204 +4%
PFC
1103
Phocas Financial Corp
California
$540K – – –
WFG
1104
Wills Financial Group
Virginia
$538K +$210 +2 +0%
CFS
1105
Cannon Financial Strategists
Georgia
$537K +$11.5K +110 +2%
DLA
1106
Douglas Lane & Associates
New York
$536K -$13.1K -125 -2%
ABC
1107
Associated Banc-Corp
Wisconsin
$535K +$24.3K +232 +5%
TAIM
1108
TD Ameritrade Investment Management
Nebraska
$533K -$63.8K -608 -11%
RCM
1109
RB Capital Management
Nevada
$533K +$3.25K +31 +0.6%
AWM
1110
Accurate Wealth Management
Florida
$532K +$1.36K +13 +0.3%
AO
1111
Advisor OS
Illinois
$528K +$61.9K +589 +13%
CWM
1112
Curi Wealth Management
North Carolina
$527K +$1.15K +11 +0.2%
PA
1113
PFG Advisors
Arizona
$526K -$201K -1,917 -28%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$524K -$170K -1,619 -24%
FWP
1115
Firethorn Wealth Partners
Georgia
$523K +$523K +4,984 New
BFAG
1116
Blackston Financial Advisory Group
Florida
$522K +$522K +4,978 New
WTC
1117
WhitTier Trust Company
Nevada
$521K – – –
PG
1118
Pendal Group
Australia
$520K -$200K -1,908 -28%
SGK
1119
Steigerwald Gordon & Koch
Virginia
$513K -$2.1K -20 -0.4%
FPGK
1120
Financial Partners Group (Kansas)
Kansas
$513K +$16.3K +155 +3%
IF
1121
IRON Financial
Illinois
$513K +$21.6K +206 +4%
CFA
1122
CWS Financial Advisors
Michigan
$512K +$512K +4,879 New
CAN
1123
Claraphi Advisory Network
United States
$511K -$27.8K -265 -5%
VWA
1124
Visionary Wealth Advisors
Illinois
$510K – – –
SB
1125
Sunflower Bank
Texas
$505K -$19.7K -188 -4%
43 44
45
46 47