DUK icon

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 %
SWIG
1126
Strategic Wealth Investment Group
Kentucky
$417K +$47.8K +484 +13%
HIA
1127
Harbor Investment Advisory
Maryland
$413K -$790 -8 -0.2%
P
1128
&Partners
Tennessee
$412K +$15.8K +160 +4%
Dodge & Cox
1129
Dodge & Cox
California
$411K -$100K -1,016 -20%
WLIM
1130
White Lighthouse Investment Management
Massachusetts
$411K -$21.1K -214 -5%
TIA
1131
Traphagen Investment Advisors
New Jersey
$411K +$1.48K +10 +0.4%
GIA
1132
Guyasuta Investment Advisors
Pennsylvania
$409K – – –
PCIA
1133
Prime Capital Investment Advisors
Kansas
$409K +$409K +4,138 New
FTC
1134
Farmers Trust Company
Ohio
$408K -$51.6K -522 -11%
WIC
1135
Wilkins Investment Counsel
Massachusetts
$407K – – –
NP
1136
NorthRock Partners
Minnesota
$407K +$46.1K +467 +13%
WP
1137
WealthSource Partners
California
$406K +$5.92K +60 +1%
CA
1138
CGN Advisors
Kansas
$406K +$13.2K +134 +3%
CPSC
1139
Carl P. Sherr & Co
Massachusetts
$405K -$10.8K -109 -3%
LWM
1140
Loveless Wealth Management
Montana
$403K +$176K +1,785 +78%
KS
1141
Karpas Strategies
Connecticut
$402K – – –
LF
1142
Lantz Financial
Illinois
$402K +$29.1K +295 +8%
GWM
1143
Gray Wealth Management
Maine
$402K +$66.3K +671 +20%
DS
1144
DRW Securities
Illinois
$402K +$146K +1,480 +57%
DA
1145
Doliver Advisors
Texas
$400K -$149K -1,511 -27%
SEEDPG
1146
S.E.E.D. Planning Group
New York
$400K -$27K -273 -6%
MFW
1147
Meristem Family Wealth
Minnesota
$400K +$400K +4,050 New
CAM
1148
Costello Asset Management
Pennsylvania
$399K -$139K -1,405 -26%
PWMG
1149
Pinnacle Wealth Management Group
Michigan
$397K +$397K +4,020 New
TC
1150
Truvestments Capital
Florida
$396K -$359K -3,639 -48%
44 45
46
47 48