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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 %
NAG
1351
Northstar Advisory Group
New Jersey
$299K +$299K +2,846 New
WPC
1352
Wedmont Private Capital
Pennsylvania
$299K +$299K +2,872 New
MCA
1353
Magnolia Capital Advisors
Mississippi
$297K -$105 -1 -0%
FAG
1354
Fortitude Advisory Group
Washington
$296K +$296K +2,827 New
CA
1355
Continuum Advisory
Idaho
$293K +$38.9K +371 +15%
MCM
1356
Mainstay Capital Management
Michigan
$293K +$293K +2,799 New
GFP
1357
Gryphon Financial Partners
Ohio
$292K -$15K -143 -5%
TSWM
1358
Tyler-Stone Wealth Management
Ohio
$292K +$292K +2,785 New
SIC
1359
Sterling Investment Counsel
New York
$292K +$292K +2,786 New
CNBTD
1360
Citizens National Bank Trust Department
Mississippi
$291K +$12.5K +119 +4%
HAIM
1361
Hunter Associates Investment Management
Pennsylvania
$290K – – –
FDCDDQ
1362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K -$15K -143 -5%
BCM
1363
Becker Capital Management
Oregon
$288K -$24.3K -231 -8%
BCA
1364
Biltmore Capital Advisors
New Jersey
$287K -$2.1K -20 -0.7%
AC
1365
Abbrea Capital
California
$287K – – –
SWA
1366
SFMG Wealth Advisors
Texas
$287K +$287K +2,732 New
SMF
1367
Sterling Manor Financial
New York
$286K -$171K -1,635 -37%
MWM
1368
Mission Wealth Management
California
$286K -$131K -1,251 -31%
TW
1369
Towerpoint Wealth
California
$286K -$15.3K -146 -5%
WAP
1370
Wealthcare Advisory Partners
Pennsylvania
$286K +$39.9K +380 +16%
LA
1371
Latitude Advisors
Florida
$283K +$1.68K +16 +0.6%
CA
1372
Clearstead Advisors
Ohio
$283K +$54.9K +523 +24%
MM
1373
MQS Management
New York
$283K +$283K +2,697 New
NC
1374
NovaPoint Capital
Georgia
$282K +$37.4K +357 +15%
CCT
1375
Capital City Trust
Florida
$282K +$282K +2,692 New
53 54
55
56 57