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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 %
WFM
1126
Wolff Financial Management
Michigan
$505K – – –
NB
1127
NBT Bank
New York
$504K -$10.5K -100 -2%
CT
1128
Coastline Trust
Rhode Island
$504K – – –
HWA
1129
Heritage Wealth Advisors
Virginia
$502K -$210 -2 -0%
SP
1130
Symmetry Partners
Connecticut
$502K – – –
AWA
1131
Arkadios Wealth Advisors
Georgia
$501K -$41.3K -394 -8%
DWM
1132
Darwin Wealth Management
Florida
$501K -$35.5K -347 -7%
NFG
1133
Next Financial Group
Texas
$498K -$52K -495 -9%
GIA
1134
Guyasuta Investment Advisors
Pennsylvania
$498K +$12.6K +120 +3%
TIA
1135
Tiemann Investment Advisors
California
$497K -$7.34K -70 -1%
DWM
1136
Destination Wealth Management
California
$497K +$98.7K +941 +25%
P
1137
&Partners
Tennessee
$496K +$36.7K +350 +8%
PFGIA
1138
Patriot Financial Group Insurance Agency
Massachusetts
$495K -$12.2K -116 -2%
MIP
1139
Marietta Investment Partners
Wisconsin
$495K – – –
MSFP
1140
Mark Sheptoff Financial Planning
Connecticut
$495K +$36.5K +348 +8%
NPF
1141
Norris Perne & French
Michigan
$495K +$252K +2,399 +103%
AP
1142
Americana Partners
Texas
$492K +$492K +4,692 New
Lazard Asset Management
1143
Lazard Asset Management
New York
$491K -$182K -1,738 -27%
DA
1144
Doliver Advisors
Texas
$489K -$36.9K -354 -7%
GWM
1145
Gray Wealth Management
Maine
$485K +$57.7K +550 +14%
OWM
1146
OneAscent Wealth Management
Alabama
$481K +$221K +2,107 +85%
KA
1147
KLCM Advisors
Wisconsin
$478K -$10.5K -100 -2%
HWM
1148
Holloway Wealth Management
Florida
$478K -$444K – –
EPWM
1149
Essex Private Wealth Management
Massachusetts
$478K +$315 +3 +0.1%
LCM
1150
LVM Capital Management
Michigan
$475K -$10.5K -100 -2%
44 45
46
47 48