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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 %
LIA
1526
LS Investment Advisors
Michigan
$210K +$210K +2,000 New
AA
1527
Auxano Advisors
Washington
$210K +$210K +2,000 New
HCA
1528
Horan Capital Advisors
Ohio
$210K +$210K +2,005 New
FUBT
1529
First United Bank & Trust
Maryland
$210K +$210K +2,006 New
AWM
1530
Absher Wealth Management
North Carolina
$209K -$87.5K -834 -30%
RCA
1531
Ranch Capital Advisors
Florida
$209K -$10.5K -100 -5%
SWK
1532
Stephen W. Kidder
$209K +$209K +1,991 New
VFPW
1533
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K +$209K +1,992 New
GPA
1534
Guerra Pan Advisors
New Jersey
$209K +$209K +1,993 New
ALAM
1535
Asahi Life Asset Management
Japan
$208K -$212K -2,020 -51%
RFA
1536
Reilly Financial Advisors
California
$208K +$71.9K +684 +53%
WP
1537
WMS Partners
Maryland
$207K +$207K +1,970 New
MAM
1538
McLean Asset Management
Virginia
$206K – – –
LFG
1539
Lockerman Financial Group
California
$206K +$206K +1,960 New
SSA
1540
South Street Advisors
New York
$206K +$206K +1,966 New
W
1541
WealthOne
New York
$205K +$205K +1,955 New
MF
1542
Meridian Financial
Massachusetts
$205K +$205K +1,953 New
BAM
1543
Barrett Asset Management
New York
$204K -$2.84K -27 -1%
OFG
1544
Oxford Financial Group
Indiana
$203K +$203K +1,933 New
CGFA
1545
Colton Groome Financial Advisors
North Carolina
$203K +$203K +1,939 New
FFMBT
1546
First Farmers & Merchants Bank Trust
Tennessee
$202K +$202K +1,922 New
MC
1547
Middleton & Co
Massachusetts
$202K +$202K +1,930 New
GIM
1548
Goelzer Investment Management
Indiana
$201K +$201K +1,914 New
WAM
1549
WealthTrust Asset Management
Florida
$201K +$201K +1,921 New
CFAM
1550
Center For Asset Management
Florida
$200K +$200K +1,907 New
60 61
62
63 64