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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 %
ST
1551
Smithfield Trust
Pennsylvania
$198K – – –
SCM
1552
Silvant Capital Management
Georgia
$198K – – –
SC
1553
Stephens Consulting
Michigan
$198K +$198K +1,887 New
DAC
1554
Dividend Assets Capital
South Carolina
$197K -$10.5K -100 -5%
PB
1555
Pinnacle Bancorp
Nebraska
$196K – – –
MRCM
1556
M&R Capital Management
New Jersey
$193K – – –
MIP
1557
Mondrian Investment Partners
United Kingdom
$192K – – –
SBL
1558
Sargent Bickham Lagudis
Colorado
$189K – – –
VCM
1559
Vigilant Capital Management
Maine
$189K +$154K +1,469 +442%
PP
1560
PDS Planning
Ohio
$188K -$14.3K -136 -7%
AIP
1561
Ahrens Investment Partners
Louisiana
$188K +$188K +1,791 New
AA
1562
AlphaMark Advisors
Kentucky
$184K – – –
ATC
1563
Adirondack Trust Company
New York
$182K +$5.24K +50 +3%
BHWM
1564
Beaird Harris Wealth Management
Texas
$180K +$180K +1,718 New
HWA
1565
HHM Wealth Advisors
Tennessee
$176K -$3.46K -33 -2%
LC
1566
Lindbrook Capital
California
$174K +$81.5K +779 +88%
GWS
1567
Glassman Wealth Services
Virginia
$169K +$11.3K +108 +7%
AF
1568
Arrow Financial
New York
$166K -$247K -2,339 -60%
PMFA
1569
Plante Moran Financial Advisors
Michigan
$166K +$40.6K +388 +32%
BAM
1570
Byrne Asset Management
New Jersey
$163K +$163K +1,555 New
BIP
1571
Blueprint Investment Partners
North Carolina
$162K +$27.5K +262 +20%
NIM
1572
NuWave Investment Management
New Jersey
$162K -$292K -2,782 -64%
FMTCOCP
1573
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$162K +$108K +1,035 +203%
CFFP
1574
Center for Financial Planning
Michigan
$160K -$27.4K -260 -15%
TWM
1575
Tradition Wealth Management
Minnesota
$160K +$733 +7 +0.5%
61 62
63
64 65