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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 %
WTA
1226
Washington Trust Advisors
Massachusetts
$406K +$406K +3,871 New
LBC
1227
Lowe Brockenbrough & Co
Virginia
$406K +$406K +3,874 New
NCM
1228
NCM Capital Management
New Jersey
$405K +$405K +3,860 New
BWA
1229
BDO Wealth Advisors
Florida
$404K +$17.8K +170 +5%
GIP
1230
Greatmark Investment Partners
Georgia
$401K – – –
BWM
1231
BCS Wealth Management
Tennessee
$400K +$400K +3,813 New
FBT
1232
First Bankers Trust
Kentucky
$399K -$2.62K -25 -0.7%
TFP
1233
Tilia Fiduciary Partners
North Carolina
$398K +$398K +3,796 New
CFS
1234
CRA Financial Services
New Jersey
$396K +$105 +1 +0%
ACG
1235
Allen Capital Group
Nebraska
$395K +$13.7K +131 +4%
ADL
1236
Asset Dedication LLC
California
$393K -$7.03K -67 -2%
RWA
1237
River Wealth Advisors
Pennsylvania
$393K +$20.8K +198 +6%
ACS
1238
Archford Capital Strategies
Illinois
$393K +$124K +1,180 +46%
OPCM
1239
Osborne Partners Capital Management
California
$391K -$16.6K -158 -4%
RMAM
1240
Raab & Moskowitz Asset Management
New Jersey
$391K – – –
PIA
1241
Pinion Investment Advisors
Kansas
$390K -$28.3K -270 -7%
KWMG
1242
King Wealth Management Group
Florida
$390K +$105 +1 +0%
SIC
1243
Sigma Investment Counselors
Michigan
$389K -$5.35K -51 -1%
RMDI
1244
R.M. Davis Inc
Maine
$388K – – –
PWSG
1245
Pacific Wealth Strategies Group
California
$387K – – –
FMWA
1246
Forvis Mazars Wealth Advisors
Missouri
$387K +$22.7K +216 +6%
FVWA
1247
Foster Victor Wealth Advisors
South Carolina
$387K +$93.9K +906 +32%
RWA
1248
Redhawk Wealth Advisors
Minnesota
$386K -$75.7K -721 -16%
WA1
1249
Wimmer Associates 1
California
$386K – – –
DJSG
1250
D.J. St. Germain
Massachusetts
$384K -$34.6K -329 -8%
48 49
50
51 52