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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 %
MCM
1501
MV Capital Management
Maryland
$222K +$2.94K +28 +1%
BBW
1502
Blue Barn Wealth
Utah
$222K +$222K +2,119 New
USCWA
1503
U.S. Capital Wealth Advisors
Texas
$222K +$222K +2,120 New
MCM
1504
McMillion Capital Management
North Carolina
$221K +$1.68K +16 +0.8%
CI
1505
Carroll Investors
South Carolina
$221K +$221K +2,138 New
CCA
1506
Column Capital Advisors
Indiana
$220K +$1.36K +13 +0.6%
WFMPM
1507
Woodley Farra Manion Portfolio Management
Indiana
$219K -$40.9K -391 -16%
SFM
1508
Signet Financial Management
New Jersey
$217K +$217K +2,064 New
FC
1509
FORA Capital
Florida
$217K +$217K +2,071 New
TPWA
1510
TRUE Private Wealth Advisors
Oregon
$217K +$217K +2,071 New
LIG
1511
Lokken Investment Group
Delaware
$216K +$209 +2 +0.1%
DY
1512
Dowling & Yahnke
California
$215K -$10.5K -100 -5%
LCM
1513
Liberty Capital Management
Michigan
$215K – – –
Jacobs Levy Equity Management
1514
Jacobs Levy Equity Management
New Jersey
$215K +$215K +2,046 New
TA
1515
TrueWealth Advisors
Alabama
$215K +$215K +2,049 New
6M
1516
6 Meridian
Kansas
$214K -$6.61K -63 -3%
RDFA
1517
Ritter Daniher Financial Advisory
Ohio
$213K +$209 +2 +0.1%
CI
1518
CX Institutional
Indiana
$213K +$16.5K +157 +8%
XWM
1519
Xcel Wealth Management
Florida
$212K +$212K +2,017 New
PTCG
1520
Pring Turner Capital Group
California
$212K +$212K +2,018 New
AFS
1521
Axiom Financial Strategies
Indiana
$212K +$212K +2,023 New
NCMW
1522
Northern Capital Management (Washington)
Washington
$211K +$211K +2,009 New
ST
1523
Spinnaker Trust
Maine
$211K +$211K +2,019 New
CAAS
1524
Capital Asset Advisory Services
Michigan
$210K -$7.96K -76 -4%
HSA
1525
Hussman Strategic Advisors
Maryland
$210K – – –
59 60
61
62 63