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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 %
PWM
1351
PBMares Wealth Management
Virginia
$248K -$5.23K -53 -2%
EWM
1352
Empirical Wealth Management
Washington
$248K +$6.31K +64 +3%
SJL
1353
Shayne & Jacobs LLC
Tennessee
$247K – – –
BCMO
1354
Buckingham Capital Management (Ohio)
Ohio
$247K – – –
V
1355
VeraBank
Texas
$247K – – –
MA
1356
Mezzasalma Advisors
New Jersey
$246K – – –
RWA
1357
Redhawk Wealth Advisors
Minnesota
$245K – – –
BFS
1358
Bickling Financial Services
Massachusetts
$245K +$790 +8 +0.3%
TA
1359
Tiedemann Advisors
New York
$244K -$18.8K -191 -7%
OHIS
1360
Oak Harvest Investment Services
Texas
$244K +$244K +2,472 New
ACP
1361
Aveo Capital Partners
Colorado
$243K -$1.29K -13 -0.5%
FFWA
1362
FRG Family Wealth Advisors
Washington
$242K – – –
EN1L
1363
Engine No 1 LLC
California
$242K +$242K +2,452 New
Financial Engines Advisors
1364
Financial Engines Advisors
California
$241K -$505K -5,109 -68%
WPA
1365
West Paces Advisors
Georgia
$241K +$24.6K +249 +11%
EHWM
1366
Eads & Heald Wealth Management
Georgia
$240K -$9.37K -95 -4%
SCI
1367
S&CO Inc
Massachusetts
$240K – – –
GG
1368
Gleason Group
Kentucky
$240K +$2.17K +22 +0.9%
FWM
1369
Foresight Wealth Management
Utah
$239K +$7.4K +75 +3%
FSA
1370
Financial Sense Advisors
California
$239K +$239K +2,426 New
SEP
1371
Southland Equity Partners
Missouri
$239K +$4.84K +49 +2%
CA
1372
Continuum Advisory
Idaho
$238K +$238K +2,414 New
SRC
1373
Stone Run Capital
New York
$237K -$8.69K -88 -4%
CBT
1374
Central Bank & Trust
Kentucky
$236K +$13K +131 +6%
ACS
1375
Archford Capital Strategies
Illinois
$236K +$32.3K +328 +16%
53 54
55
56 57