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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 %
AWM
1601
Atticus Wealth Management
Florida
$122K – – –
TWA
1602
TCI Wealth Advisors
Arizona
$118K -$25K -239 -18%
CM
1603
Cornerstone Management
Georgia
$117K -$193K -1,844 -62%
LS
1604
Leelyn Smith
Illinois
$116K – – –
CI Investments Inc
1605
CI Investments Inc
Ontario, Canada
$116K +$5.86K +56 +5%
IRAG
1606
Investment Research & Advisory Group
Georgia
$116K +$58.5K +560 +102%
APF
1607
Alaska Permanent Fund
Alaska
$115K +$115K +1,091 New
Manulife (Manufacturers Life Insurance)
1608
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K -$11.1K -106,161 -9%
PGAM
1609
Princeton Global Asset Management
New Jersey
$111K – – –
PSB
1610
Piscataqua Savings Bank
New Hampshire
$110K -$1.89K -18 -2%
APP
1611
Alpha Paradigm Partners
Illinois
$107K -$29.6K -282 -22%
WB
1612
Webster Bank
Connecticut
$107K – – –
FPS
1613
Fieldpoint Private Securities
Connecticut
$107K +$11.8K +112 +12%
MIFH
1614
Migdal Insurance & Financial Holdings
Israel
$106K +$4.59K +44 +5%
SAM
1615
S.A. Mason
Michigan
$105K – – –
QC
1616
Quent Capital
New York
$105K +$105K +996 New
MFC
1617
Mechanics Financial Corp
Ohio
$105K +$105K +1,000 New
JWM
1618
Janiczek Wealth Management
Colorado
$98K +$9.35K +89 +11%
BA
1619
Bellwether Advisors
Nebraska
$97K -$1.36M -13,014 -93%
FFA
1620
Freedman Financial Associates
Massachusetts
$96K -$12.2K -116 -11%
RE
1621
RBC Europe
United Kingdom
$94K -$1.78K -17 -2%
LFG
1622
Larson Financial Group
Missouri
$92K -$50.1K -480 -35%
KA
1623
Kozak & Associates
Colorado
$92K +$7.12K +67 +8%
CA
1624
Centerpoint Advisors
Massachusetts
$92K +$27.1K +259 +42%
JMF
1625
Johnson Midwest Financial
Iowa
$91K +$9.86K +94 +12%
63 64
65
66 67