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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 %
CPSC
1201
Carl P. Sherr & Co
Massachusetts
$430K – – –
AIP
1202
Almanack Investment Partners
Pennsylvania
$429K +$15.2K +145 +4%
KS
1203
Karpas Strategies
Connecticut
$427K – – –
FIA
1204
Foundations Investment Advisors
Arizona
$425K +$122K +1,177 +40%
CFG
1205
Cooper Financial Group
California
$422K +$3.15K +30 +0.8%
GWAG
1206
Garrett Wealth Advisory Group
Texas
$422K +$3.99K +38 +1%
B
1207
Bridgeworth
Alabama
$421K +$43.2K +412 +11%
FHA
1208
Flagship Harbor Advisors
Massachusetts
$420K -$278K -2,652 -40%
OWA
1209
Octavia Wealth Advisors
Ohio
$420K +$174K +1,655 +70%
FMP
1210
Financial Management Professionals
Texas
$418K +$44.7K +426 +12%
CG
1211
CFO4Life Group
Texas
$417K -$5.98K -57 -1%
IC
1212
Intersect Capital
California
$416K +$39K +372 +10%
PPW
1213
Pasadena Private Wealth
California
$414K -$524 -5 -0.1%
BHWM
1214
Bar Harbor Wealth Management
New Hampshire
$414K – – –
AL
1215
Aspiriant LLC
California
$414K +$15.9K +151 +4%
AF
1216
Advisornet Financial
Minnesota
$413K +$315 +3 +0.1%
RWP
1217
Revolve Wealth Partners
New Jersey
$413K +$413K +3,939 New
AWM
1218
Accel Wealth Management
Iowa
$412K +$22.8K +217 +6%
LFA
1219
Legacy Financial Advisors
Kentucky
$411K +$3.04K +29 +0.7%
DW
1220
Domani Wealth
Pennsylvania
$411K +$125K +1,194 +44%
PFT
1221
Providence First Trust
Arizona
$411K +$131K +1,250 +47%
FCFC
1222
First Citizens Financial Corp
Iowa
$409K -$18.4K -175 -4%
AHC
1223
Adell Harriman & Carpenter
Texas
$406K +$58K +553 +17%
PK
1224
Pflug Koory
Nebraska
$406K – – –
SC
1225
Steph & Co
Wisconsin
$406K +$12.3K +117 +3%
47 48
49
50 51