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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 %
NL
1476
NWAM LLC
Washington
$234K +$234K +2,230 New
TCOO
1477
Trust Company of Oklahoma
Oklahoma
$233K +$233K +2,225 New
WAG
1478
Winthrop Advisory Group
Massachusetts
$233K -$4.41K -42 -2%
KTC
1479
Kistler-Tiffany Companies
Pennsylvania
$233K +$630 +6 +0.3%
Bank Julius Baer & Co
1480
Bank Julius Baer & Co
Switzerland
$233K +$67K +638 +40%
AWE
1481
Avidian Wealth Enterprises
Texas
$233K +$233K +2,217 New
OTL
1482
Oak Thistle LLC
New York
$233K +$233K +2,223 New
PCG
1483
Private Capital Group
Connecticut
$231K -$89.7K -854 -28%
LRPA
1484
L. Roy Papp & Associates
Arizona
$231K – – –
CAM
1485
Cubic Asset Management
Massachusetts
$231K – – –
CCC
1486
Chelsea Counsel Company
California
$230K -$32.6K -311 -12%
LWP
1487
Lumature Wealth Partners
Georgia
$230K – – –
VBCG
1488
Valley Brook Capital Group
Pennsylvania
$230K – – –
HWM
1489
HFR Wealth Management
New York
$230K – – –
MKC
1490
M. Kraus & Co
Vermont
$229K -$12.2K -116 -5%
IFAM
1491
Institutional & Family Asset Management
Colorado
$228K – – –
RWA
1492
Redmont Wealth Advisors
Illinois
$228K +$228K +2,170 New
WMA
1493
West Michigan Advisors
Michigan
$228K +$228K +2,178 New
AAS
1494
Annex Advisory Services
Wisconsin
$227K +$8.7K +83 +4%
PWM
1495
Provident Wealth Management
Tennessee
$226K -$5.24K -50 -2%
GAM
1496
Griffin Asset Management
New York
$226K +$226K +2,151 New
AWS
1497
Arkfeld Wealth Strategies
Nebraska
$225K +$520 +5 +0.2%
FLPIM
1498
F.L. Putnam Investment Management
Massachusetts
$224K -$110K -1,046 -33%
C
1499
CEDRUS
Colorado
$224K +$224K +2,135 New
OC
1500
Oarsman Capital
Wisconsin
$222K -$23.6K -225 -10%
58 59
60
61 62