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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 %
TIA
1401
Tandem Investment Advisors
South Carolina
$226K +$226K +2,294 New
RCA
1402
Ranch Capital Advisors
Florida
$225K – – –
MFS
1403
Mirabella Financial Services
United Kingdom
$224K -$45.9K -466 -17%
SN
1404
Sittner & Nelson
Oregon
$224K +$49.4K +500 +28%
WQ
1405
Wealth Quarterback
New Jersey
$224K +$224K +2,265 New
AHC
1406
Adell Harriman & Carpenter
Texas
$224K +$224K +2,266 New
NL
1407
NWAM LLC
Washington
$223K -$96.8K -983 -30%
TCM
1408
Tradewinds Capital Management
Washington
$223K +$52.5K +531 +31%
AWS
1409
Arkfeld Wealth Strategies
Nebraska
$221K +$513 +5 +0.2%
MC
1410
Middleton & Co
Massachusetts
$219K -$25.6K -260 -10%
FAIM
1411
Financial Advocates Investment Management
Washington
$218K -$2.28M -23,138 -91%
CAAS
1412
Capital Asset Advisory Services
Michigan
$218K -$173K -1,749 -44%
TH
1413
TCTC Holdings
Texas
$218K -$3.27K -33 -1%
MPCG
1414
Matrix Private Capital Group
New York
$218K – – –
PWM
1415
Provident Wealth Management
Tennessee
$218K – – –
LRPA
1416
L. Roy Papp & Associates
Arizona
$217K – – –
CAM
1417
Cubic Asset Management
Massachusetts
$217K – – –
LWP
1418
Lumature Wealth Partners
Georgia
$217K – – –
VBCG
1419
Valley Brook Capital Group
Pennsylvania
$217K +$19.7K +200 +10%
HWM
1420
HFR Wealth Management
New York
$216K +$216K +2,189 New
WTB
1421
Washington Trust Bank
Washington
$215K -$7.78K -79 -3%
RWM
1422
Ritholtz Wealth Management
New York
$215K +$215K +2,180 New
IFAM
1423
Institutional & Family Asset Management
Colorado
$214K – – –
BCA
1424
Berman Capital Advisors
Georgia
$213K +$81.5K +829 +62%
PCAP
1425
Pratt Collard Advisory Partners
New York
$212K -$8.18K -83 -4%
55 56
57
58 59