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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 %
SWIG
1276
Strategic Wealth Investment Group
Kentucky
$352K +$14.2K +135 +4%
MCM
1277
McRae Capital Management
New Jersey
$351K -$39.1K -372 -10%
SFG
1278
StrategIQ Financial Group
Indiana
$351K +$42K +400 +14%
WIA
1279
Westbourne Investment Advisors
Maryland
$351K +$351K +3,345 New
SLT
1280
St Louis Trust
Missouri
$350K – – –
MAG
1281
Mayfair Advisory Group
Alabama
$350K – – –
WAM
1282
Weatherly Asset Management
California
$350K +$210 +2 +0.1%
RPC
1283
Rossmore Private Capital
Connecticut
$350K +$12.2K +116 +4%
BCAM
1284
Boston Common Asset Management
Massachusetts
$348K +$80.1K +765 +30%
ECM
1285
Evergreen Capital Management
Washington
$347K -$314 -3 -0.1%
MA
1286
MJP Associates
Connecticut
$347K +$15.9K +154 +5%
ET
1287
Equitable Trust
Tennessee
$346K -$24.4K -233 -7%
AIS
1288
AM Investment Strategies
Tennessee
$346K +$4.93K +47 +1%
CA
1289
CoreCap Advisors
Michigan
$345K +$345K +3,286 New
RT
1290
Rockland Trust
Massachusetts
$344K -$6.19K -59 -2%
AA
1291
Apriem Advisors
California
$344K +$6.6K +63 +2%
AFG
1292
Allegheny Financial Group
Pennsylvania
$344K +$86K +820 +33%
MCM
1293
McDonough Capital Management
Florida
$344K +$344K +3,276 New
JSW
1294
Journey Strategic Wealth
New Jersey
$344K +$344K +3,280 New
PWMAG
1295
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$344K +3,284 New
SWA
1296
Sutton Wealth Advisors
Florida
$342K +$49.7K +474 +17%
SN
1297
Sittner & Nelson
Oregon
$342K +$25.9K +247 +8%
PI
1298
Putnam Investments
Massachusetts
$341K -$2.73K -26 -0.8%
WA
1299
Winfield Associates
Ohio
$341K – – –
MYIA
1300
Mount Yale Investment Advisors
Colorado
$341K +$28.6K +272 +9%
50 51
52
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