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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 %
RCA
1176
Reitz Capital Advisors
Michigan
$452K +$114K +1,153 +34%
BTW
1177
Boston Trust Walden
Massachusetts
$450K +$80.1K +763 +22%
MFW
1178
Meristem Family Wealth
Minnesota
$449K +$1.37K +13 +0.3%
JFGLC
1179
Johnson Financial Group LLC (Colorado)
Colorado
$448K -$69.2K -659 -13%
CAM
1180
Cypress Asset Management
Texas
$448K -$8.39K -80 -2%
NA
1181
Navellier & Associates
Nevada
$447K -$6.83K -65 -2%
MIC
1182
Means Investment Company
Maine
$447K +$12.2K +116 +3%
ORC
1183
O'Rourke & Company
Massachusetts
$446K +$446K +4,247 New
PWMG
1184
Pinnacle Wealth Management Group
Michigan
$445K +$48.1K +458 +12%
WP
1185
WealthSource Partners
California
$443K +$6.08K +58 +1%
FTC
1186
Farmers Trust Company
Ohio
$443K +$15.1K +144 +4%
ECG
1187
Edge Capital Group
Georgia
$442K +$23.3K +222 +6%
CA
1188
Calton & Associates
Florida
$441K -$88.2K -841 -17%
QCIG
1189
Quad-Cities Investment Group
Iowa
$440K +$12.6K +120 +3%
TC
1190
Tatro Capital
Kentucky
$439K -$19.4K -185 -4%
HIA
1191
Harbor Investment Advisory
Maryland
$439K +$629 +6 +0.1%
MA
1192
MKT Advisors
California
$439K +$439K +4,302 New
MCM
1193
Marathon Capital Management
Maryland
$438K -$20K -191 -4%
WCA
1194
Westover Capital Advisors
Delaware
$437K -$47.8K -456 -10%
OCG
1195
Opus Capital Group
Ohio
$437K -$6.29K -60 -1%
WLIM
1196
White Lighthouse Investment Management
Massachusetts
$436K – – –
BBNB
1197
Baker Boyer National Bank
Washington
$436K +$436K +4,153 New
CIS
1198
Connors Investor Services
Pennsylvania
$435K +$40.3K +384 +10%
WIC
1199
Wilkins Investment Counsel
Massachusetts
$432K – – –
PWLP
1200
Prio Wealth Limited Partnership
Massachusetts
$432K +$18.6K +177 +4%
46 47
48
49 50