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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 %
AAP
1576
Arax Advisory Partners
Colorado
$160K +$2.63K +25 +2%
RIA
1577
Richwood Investment Advisors
Ohio
$159K +$159K +1,515 New
CMBA
1578
C.M. Bidwell & Associates
Hawaii
$158K -$10.4K -99 -6%
CAM
1579
Cozad Asset Management
Illinois
$157K +$157K +1,500 New
PI
1580
PineBridge Investments
New York
$157K +$157K +1,500 New
TH
1581
TCTC Holdings
Texas
$155K – – –
EW
1582
Evoke Wealth
California
$152K +$1.16K +11 +0.8%
AP
1583
Atwood & Palmer
Missouri
$148K +$3.35K +32 +2%
VNA
1584
Valley National Advisers
Pennsylvania
$147K +$4.81K +46 +3%
ACA
1585
Atlas Capital Advisors
Wyoming
$144K -$13.4K -128 -9%
RCG
1586
Rock Creek Group
District of Columbia
$143K +$22.3K +212 +18%
VC
1587
Vestor Capital
Illinois
$142K – – –
Koshinski Asset Management
1588
Koshinski Asset Management
Illinois
$138K +$13.5K +295 +11%
AIM
1589
Achmea Investment Management
Netherlands
$136K +$39.1K +374 +40%
WAC
1590
William Allan Corp
Colorado
$136K +$136K +1,292 New
RK
1591
Rather & Kittrell
Tennessee
$136K +$136K +1,297 New
TFA
1592
Toth Financial Advisory
Virginia
$135K +$842 +8 +0.6%
AA
1593
Addison Advisors
Vermont
$134K +$14.7K +140 +12%
CWA
1594
Clearview Wealth Advisors
Oregon
$132K -$12.2K -116 -8%
BWM
1595
Baystate Wealth Management
Massachusetts
$131K – – –
CLOS
1596
Compagnie Lombard Odier SCmA
Switzerland
$131K – – –
KFI
1597
Key Financial Inc
Pennsylvania
$129K +$18.5K +177 +17%
CSB
1598
City State Bank
Iowa
$127K +$127K +1,214 New
AWM
1599
AllSquare Wealth Management
New York
$124K – – –
WOSD
1600
WFA of San Diego
California
$123K +$123K +1,174 New
62 63
64
65 66