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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 %
MCWS
1151
McKinley Carter Wealth Services
West Virginia
$475K -$4.3K -41 -0.9%
AW
1152
ACG Wealth
Georgia
$475K +$88.7K +845 +23%
GP
1153
Girard Partners
Pennsylvania
$474K -$32.8K -313 -6%
FAM
1154
Flaharty Asset Management
Florida
$474K -$1.57K -15 -0.3%
CHA
1155
Carmichael Hill & Associates
Maryland
$474K +$839 +8 +0.2%
HFAS
1156
Hummer Financial Advisory Services
Illinois
$469K -$75.6K -721 -14%
SWM
1157
Silverlake Wealth Management
Vermont
$468K +$468K +4,462 New
Los Angeles Capital Management
1158
Los Angeles Capital Management
California
$467K -$25.5K -243 -5%
AT
1159
Arden Trust
Delaware
$466K -$221K -2,108 -32%
GIA
1160
Gladstone Institutional Advisory
Florida
$465K +$23K +219 +5%
RBC
1161
Roble Belko & Company
Pennsylvania
$464K +$5.78K +55 +1%
LF
1162
Lantz Financial
Illinois
$464K +$26.4K +252 +6%
SAM
1163
SignalPoint Asset Management
Missouri
$463K -$30.3K -289 -6%
CA
1164
Crewe Advisors
Utah
$463K +$9.55K +91 +2%
AWAP
1165
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$462K -$1.05K -10 -0.2%
EWM
1166
Empirical Wealth Management
Washington
$461K -$37.6K -358 -8%
MPM
1167
MBB Public Markets
Illinois
$460K +$460K +4,389 New
CAL
1168
Capital Analysts LLC
Pennsylvania
$459K +$20.4K +194 +5%
TCFP
1169
Treasure Coast Financial Planning
Florida
$459K +$459K +4,374 New
BFC
1170
Blue Fin Capital
Rhode Island
$458K – – –
RB
1171
Renasant Bank
Mississippi
$455K +$95.3K +909 +26%
BFA
1172
Bill Few Associates
Pennsylvania
$455K +$455K +4,337 New
PCIA
1173
Prime Capital Investment Advisors
Kansas
$455K +$455K +4,338 New
WA
1174
Waverly Advisors
Alabama
$454K -$74.5K -747 -14%
MWM
1175
Minot Wealth Management
Massachusetts
$454K -$27.6K -263 -6%
45 46
47
48 49