DUK icon

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 %
BJL
1401
Brighton Jones LLC
Washington
$270K +$270K +2,575 New
CIA
1402
ClearBridge Investments (Australia)
Australia
$269K -$19.5K -186 -7%
CB
1403
Cadence Bank
Mississippi
$269K -$10.5K -100 -4%
VA
1404
Valmark Advisers
Ohio
$268K -$128K -1,219 -32%
EHWM
1405
Eads & Heald Wealth Management
Georgia
$268K +$13.1K +125 +5%
BOTW
1406
Bank of the West
California
$267K -$10.5K -100 -4%
ACP
1407
Aveo Capital Partners
Colorado
$267K +$6.61K +63 +3%
BEAM
1408
Baker Ellis Asset Management
Washington
$266K – – –
SFO
1409
Stokes Family Office
Louisiana
$265K +$4.93K +47 +2%
NFG
1410
Nations Financial Group
Iowa
$265K +$35.8K +342 +16%
VWM
1411
Venturi Wealth Management
Texas
$265K +$265K +2,527 New
VCAM
1412
Van Cleef Asset Management
Ohio
$264K -$13.1K -125 -5%
CBFP
1413
Cedar Brook Financial Partners
Ohio
$264K +$2.63K +25 +1%
BCMO
1414
Buckingham Capital Management (Ohio)
Ohio
$263K – – –
V
1415
VeraBank
Texas
$262K -$5.76K -55 -2%
SJL
1416
Shayne & Jacobs LLC
Tennessee
$262K – – –
BCM
1417
Boltwood Capital Management
California
$262K – – –
BFS
1418
Bickling Financial Services
Massachusetts
$262K +$944 +9 +0.4%
W
1419
Wealthquest
Ohio
$262K +$262K +2,505 New
BBL
1420
Beck Bode LLC
Massachusetts
$261K -$1.05K -10 -0.4%
TA
1421
Tiedemann Advisors
New York
$261K -$105 -1 -0%
HWMG
1422
Hurlow Wealth Management Group
Indiana
$260K – – –
GG
1423
Gleason Group
Kentucky
$260K +$2.41K +23 +0.9%
KCA
1424
Karn Couzens & Associates
Connecticut
$260K +$17.4K +166 +7%
MPI
1425
Mairs & Power Inc
Minnesota
$259K -$11.2K -107 -4%
55 56
57
58 59