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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 %
BFPW
1326
BOK Financial Private Wealth
Colorado
$322K +$31.5K +300 +11%
LIA
1327
LSP Investment Advisors
New York
$321K – – –
B
1328
Brightworth
Georgia
$320K +$320K +3,049 New
PIP
1329
Peachtree Investment Partners
Florida
$318K -$26.8K -255 -8%
NAS
1330
Nicolet Advisory Services
Wisconsin
$318K +$210 +2 +0.1%
AAIM
1331
Asset Advisors Investment Management
Georgia
$317K – – –
SHFA
1332
SC&H Financial Advisors
Maryland
$317K +$317K +3,025 New
EP
1333
Edgestream Partners
New Jersey
$317K +$317K +3,026 New
CCA
1334
Childress Capital Advisors
Texas
$315K -$91.7K -874 -23%
FA
1335
Fagan Associates
New York
$313K – – –
LNB
1336
Ledyard National Bank
$312K +$2.52K +24 +0.8%
PFO
1337
Pathstone Family Office
New Jersey
$311K +$311K +2,960 New
RPWA
1338
Regent Peak Wealth Advisors
Georgia
$310K +$4.51K +43 +1%
WBC
1339
West Branch Capital
Massachusetts
$309K -$17.4K -166 -5%
SIG
1340
Spinnaker Investment Group
California
$308K +$308K +3,010 New
LAS
1341
Lloyd Advisory Services
Georgia
$307K +$2.31K +22 +0.8%
IAMOG
1342
Investors Asset Management of Georgia
Georgia
$305K -$839 -8 -0.3%
BB
1343
Berkshire Bank
Massachusetts
$305K +$13.2K +126 +5%
FIBT
1344
First International Bank & Trust
North Dakota
$304K +$304K +2,898 New
MFW
1345
Mosaic Family Wealth
Missouri
$303K -$17K -162 -5%
BWM
1346
Birchcreek Wealth Management
Ohio
$303K – – –
FEM
1347
Fulcrum Equity Management
Texas
$303K +$2.83K +27 +0.9%
DG
1348
DMC Group
Alabama
$303K +$303K +2,943 New
WPA
1349
West Paces Advisors
Georgia
$302K -$80.2K -765 -21%
RMCM
1350
Reynders McVeigh Capital Management
Massachusetts
$300K -$524 -5 -0.2%
52 53
54
55 56