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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 %
CC
1376
Cadinha & Co
Hawaii
$281K -$27.4K -261 -9%
HIC
1377
Harvey Investment Company
Kentucky
$281K – – –
GWA
1378
GGM Wealth Advisors
Maryland
$280K +$1.96K +19 +0.7%
KC
1379
Knuff & Co
California
$280K +$280K +2,666 New
AW
1380
Alaethes Wealth
Nevada
$279K -$216K -2,064 -44%
BAS
1381
Brown Advisory Securities
Maryland
$279K -$123K -1,181 -31%
COCM
1382
Charter Oak Capital Management
New Hampshire
$279K – – –
JC
1383
JB Capital
Connecticut
$279K +$12.8K +122 +5%
YMRC
1384
Yorktown Management & Research Company
Virginia
$278K – – –
SMH
1385
Sanders Morris Harris
Texas
$278K – – –
MIA
1386
MainStreet Investment Advisors
Illinois
$277K -$3.98K -38 -1%
TA
1387
TFG Advisers
Michigan
$276K -$45.9K -437 -14%
HS
1388
Horan Securities
United States
$275K +$275K +2,624 New
CA
1389
CapWealth Advisors
Tennessee
$273K – – –
MA
1390
Mezzasalma Advisors
New Jersey
$273K +$12.6K +120 +5%
OSNBOA
1391
Old Second National Bank of Aurora
Illinois
$272K -$11.8K -126 -4%
NB
1392
Nicolet Bankshares
Wisconsin
$272K – – –
BWCS
1393
Beirne Wealth Consulting Services
Connecticut
$272K +$11.1K +106 +4%
ARC
1394
Advisor Resource Council
Texas
$272K +$272K +2,593 New
TI
1395
tru Independence
Oregon
$271K -$22K -210 -8%
RWI
1396
Red Wave Investments
Pennsylvania
$271K -$5.66K -54 -2%
RWP
1397
RWA Wealth Partners
Massachusetts
$271K +$10.8K +103 +4%
CHP
1398
Cable Hill Partners
Oregon
$270K – – –
BA
1399
Bennicas & Associates
California
$270K – – –
WE
1400
Wealth Effects
Massachusetts
$270K +$270K +2,570 New
54 55
56
57 58