DUK icon

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 %
H
1251
HoyleCohen
California
$382K +$45.5K +433 +14%
NSIM
1252
North Star Investment Management
Illinois
$380K -$258K -2,456 -40%
TC
1253
Truvestments Capital
Florida
$380K -$41.6K -397 -10%
SCM
1254
Southport Capital Management
Tennessee
$380K +$18.5K +177 +5%
IPW
1255
IronBridge Private Wealth
Texas
$379K – – –
PWM
1256
PBMares Wealth Management
Virginia
$379K +$29.3K +280 +8%
KFA
1257
Krane Funds Advisors
New York
$378K -$38K -362 -9%
CA
1258
Claro Advisors
Massachusetts
$376K -$17.2K -164 -4%
VWM
1259
Valley Wealth Managers
New Jersey
$376K – – –
AFAS
1260
Acorn Financial Advisory Services
Virginia
$374K -$7.88K -75 -2%
UAS
1261
United Asset Strategies
New York
$372K +$39.6K +378 +12%
RCM
1262
RNC Capital Management
California
$371K +$81K +773 +28%
SM
1263
SG3 Management
Puerto Rico
$367K -$52.4K -500 -13%
CWM
1264
CarsonAllaria Wealth Management
Illinois
$366K +$366K +3,486 New
TC
1265
Telemus Capital
Michigan
$365K +$105 +1 +0%
SFG
1266
SevenBridge Financial Group
Pennsylvania
$365K +$365K +3,481 New
MAP
1267
Milestone Advisory Partners
North Carolina
$361K -$30.1K -287 -8%
FMB
1268
Field & Main Bank
Kentucky
$361K +$22K +210 +6%
ED
1269
Exane Derivatives
France
$360K -$72K -686 -17%
MA
1270
MONECO Advisors
Connecticut
$359K +$949 +9 +0.3%
HCP
1271
Hexagon Capital Partners
Arkansas
$358K -$16.5K -157 -4%
JPMIA
1272
J.P. Marvel Investment Advisors
Massachusetts
$358K – – –
PAI
1273
Pittenger & Anderson Inc
Nebraska
$357K – – –
MSWMA
1274
Market Street Wealth Management Advisors
Indiana
$355K -$254K -2,424 -42%
DBT
1275
Dubuque Bank & Trust
Iowa
$353K -$4.83K -46 -1%
49 50
51
52 53