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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRA
1326
Bender Robert & Associates
California
$259K – – –
CCA
1327
Cobblestone Capital Advisors
New York
$259K +$5.82K +59 +2%
MIM
1328
Moseley Investment Management
Florida
$258K -$9.87K -100 -4%
BOTW
1329
Bank of the West
California
$258K +$7.59K +77 +3%
RCM
1330
RNC Capital Management
California
$258K +$258K +2,609 New
LFA
1331
Legacy Financial Advisors
Kentucky
$257K +$12.5K +127 +5%
SWA
1332
Sutton Wealth Advisors
Florida
$256K – – –
BST
1333
Bath Savings Trust
Maine
$256K -$9.87K -100 -4%
BWCS
1334
Beirne Wealth Consulting Services
Connecticut
$256K +$497 +5 +0.2%
IFG
1335
Investors Financial Group
Minnesota
$256K +$256K +2,593 New
AAIM
1336
Asset Advisors Investment Management
Georgia
$255K – – –
SWMG
1337
Strategic Wealth Management Group
Maryland
$255K +$198 +2 +0.1%
BWM
1338
BCGM Wealth Management
Indiana
$255K +$1.05K +10 +0.4%
OC
1339
Oarsman Capital
Wisconsin
$255K +$21.2K +214 +9%
BSSFA
1340
Baron Silver Stevens Financial Advisors
Florida
$255K +$255K +2,583 New
MPI
1341
Mairs & Power Inc
Minnesota
$254K – – –
AFG
1342
Allegheny Financial Group
Pennsylvania
$254K +$1.38K +14 +0.5%
EWF
1343
Epstein & White Financial
California
$253K +$3.39K +34 +1%
CCC
1344
Chelsea Counsel Company
California
$252K – – –
AAS
1345
Annex Advisory Services
Wisconsin
$252K +$3.35K +34 +1%
CBFP
1346
Cedar Brook Financial Partners
Ohio
$252K +$252K +2,553 New
KTM
1347
Keeler Thomas Management
Utah
$251K – – –
BCAM
1348
Boston Common Asset Management
Massachusetts
$251K +$17.3K +175 +7%
BEAM
1349
Baker Ellis Asset Management
Washington
$250K -$16.4K -166 -6%
BBL
1350
Beck Bode LLC
Massachusetts
$249K -$4.93K -50 -2%
52 53
54
55 56