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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 %
CAL
1151
Capital Analysts LLC
Pennsylvania
$396K +$8.29K +84 +2%
Tudor Investment Corp
1152
Tudor Investment Corp
Connecticut
$396K +$396K +4,010 New
PIA
1153
Pinion Investment Advisors
Kansas
$395K +$1.09K +11 +0.3%
CG
1154
CFO4Life Group
Texas
$392K -$10.5K -106 -3%
ACG
1155
Allen Capital Group
Nebraska
$392K – – –
BBNA
1156
Bremer Bank National Association
Minnesota
$391K -$42.3K -429 -10%
PWLP
1157
Prio Wealth Limited Partnership
Massachusetts
$389K -$691 -7 -0.2%
BHWM
1158
Bar Harbor Wealth Management
New Hampshire
$389K – – –
AIP
1159
Almanack Investment Partners
Pennsylvania
$389K – – –
GWAG
1160
Garrett Wealth Advisory Group
Texas
$389K +$3.55K +36 +0.9%
FBT
1161
First Bankers Trust
Kentucky
$388K +$80.5K +816 +26%
NCM
1162
Novare Capital Management
North Carolina
$388K +$110K +1,117 +40%
AF
1163
Arrow Financial
New York
$387K – – –
CFG
1164
Cooper Financial Group
California
$387K +$20.1K +204 +5%
OPCM
1165
Osborne Partners Capital Management
California
$383K -$11.8K -119 -3%
AO
1166
Advisor OS
Illinois
$383K +$169K +1,707 +79%
QIM
1167
Quantitative Investment Management
Virginia
$382K -$925K -9,382 -71%
PK
1168
Pflug Koory
Nebraska
$382K -$3.95K -40 -1%
TW
1169
TrinityPoint Wealth
Connecticut
$379K +$19.9K +201 +6%
VWM
1170
Valley Wealth Managers
New Jersey
$379K +$51.2K +518 +16%
ADL
1171
Asset Dedication LLC
California
$378K -$5.45K -55 -1%
HCM
1172
HM Capital Management
Missouri
$377K -$377K -3,814 -50%
KWMG
1173
King Wealth Management Group
Florida
$377K +$99 +1 +0%
MCM
1174
McRae Capital Management
New Jersey
$377K +$494 +5 +0.1%
PFBT
1175
Parkside Financial Bank & Trust
Missouri
$375K -$6.61K -67 -2%
45 46
47
48 49