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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 %
SA
1451
Shilanski & Associates
Alaska
$248K +$736 +7 +0.3%
BFM
1452
Boothbay Fund Management
New York
$248K +$248K +2,361 New
PCP
1453
Proficio Capital Partners
Massachusetts
$247K +$1.78K +17 +0.7%
JIC
1454
Joel Isaacson & Co
New York
$246K – – –
1WA
1455
180 Wealth Advisors
Washington
$244K -$30.9K -300 -11%
CBT
1456
Central Bank & Trust
Kentucky
$244K -$5.86K -56 -2%
CRIG
1457
Charter Research & Investment Group
Connecticut
$244K – – –
CWS
1458
Cypress Wealth Services
California
$244K +$9.96K +95 +4%
CCA
1459
Cobblestone Capital Advisors
New York
$243K -$1.57K -15 -0.6%
FMTC
1460
Farmers & Merchants Trust Company
California
$242K – – –
BCCM
1461
Bridge Creek Capital Management
Massachusetts
$242K – – –
SCA
1462
Stokes Capital Advisors
South Carolina
$242K +$242K +2,311 New
SRC
1463
Stone Run Capital
New York
$241K -$9.94K -95 -4%
PPW
1464
Pinnacle Private Wealth
Massachusetts
$241K +$241K +2,295 New
WFI
1465
West Family Investments
California
$240K -$662K -6,303 -73%
KTM
1466
Keeler Thomas Management
Utah
$239K -$27.6K -264 -10%
CTB
1467
Country Trust Bank
Illinois
$239K -$17.5K -167 -7%
PWPS
1468
Pinnacle Wealth Planning Services
Ohio
$239K +$13.2K +126 +6%
SRC
1469
Shufro Rose & Co
New York
$239K +$18.4K +175 +8%
MIM
1470
Moseley Investment Management
Florida
$238K -$15.3K -146 -6%
CWP
1471
CFM Wealth Partners
Texas
$237K – – –
WMA
1472
Wealth Management Associates
New Jersey
$236K – – –
MPCG
1473
Matrix Private Capital Group
New York
$235K -$2K -19 -0.8%
LCM
1474
LCM Capital Management
Illinois
$234K +$234K +2,226 New
SBF
1475
Sara-Bay Financial
Florida
$234K +$234K +2,227 New
57 58
59
60 61