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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 %
CI Investments Inc
1501
CI Investments Inc
Ontario, Canada
$96K -$9.02K -91 -9%
MIFH
1502
Migdal Insurance & Financial Holdings
Israel
$95K +$14K +141 +17%
PGAM
1503
Princeton Global Asset Management
New Jersey
$91K -$36.9K -375 -29%
RE
1504
RBC Europe
United Kingdom
$90.1K -$22.8K -231 -20%
FFA
1505
Freedman Financial Associates
Massachusetts
$90K +$4.04K +41 +5%
AL
1506
ADE LLC
Maryland
$89K +$8.22K +83 +10%
BAM
1507
Bellevue Asset Management
Washington
$88K -$3.74K -38 -4%
FPS
1508
Fieldpoint Private Securities
Connecticut
$85K – – –
GAM
1509
Gemmer Asset Management
California
$84K +$1.87K +19 +2%
LC
1510
Lindbrook Capital
California
$84K +$2.67K +27 +3%
FWM
1511
FFT Wealth Management
Pennsylvania
$83K +$83K +836 New
CWM
1512
Cranbrook Wealth Management
Michigan
$82K – – –
EIP
1513
Ellis Investment Partners
Pennsylvania
$82K +$392 +4 +0.5%
PWM
1514
Prentice Wealth Management
New York
$81K – – –
CFO
1515
CVA Family Office
Colorado
$80K -$9.96K -101 -11%
SIS
1516
Sound Income Strategies
Florida
$77K -$33.2K -336 -30%
EW
1517
Evoke Wealth
California
$76K -$2.47K -25 -3%
LF
1518
Lee Financial
Texas
$76K – – –
JMF
1519
Johnson Midwest Financial
Iowa
$76K +$395 +4 +0.5%
JWM
1520
Janiczek Wealth Management
Colorado
$76K +$6K +61 +9%
HH
1521
HWG Holdings
Texas
$74K +$74K +745 New
BFA
1522
Brendel Financial Advisors
New Hampshire
$71K +$71K +724 New
LFG
1523
Larson Financial Group
Missouri
$70K -$891 -9 -1%
TFM
1524
TFC Financial Management
Massachusetts
$69K +$3.63K +37 +6%
LWA
1525
Lenox Wealth Advisors
New York
$68K +$53.7K +543 +374%
59 60
61
62 63