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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1626
Winch Advisory Services
Wisconsin
$6K – – –
IF
1627
Ironwood Financial
Arizona
$6K – – –
MAWCM
1628
Mine & Arao Wealth Creation & Management
California
$5K – – –
WIA
1629
Wealthstreet Investment Advisors
Texas
$4K -$1.76M -16,739 -100%
SFO
1630
Standard Family Office
South Dakota
$4K – – –
Nisa Investment Advisors
1631
Nisa Investment Advisors
Missouri
$3.88K +$183 +1,857 +5%
BWP
1632
Baldwin Wealth Partners
Massachusetts
$3K – – –
CPFP
1633
Clear Perspectives Financial Planning
Ohio
$3K – – –
JAM
1634
JCIC Asset Management
Ontario, Canada
$3K – – –
TLFA
1635
True Link Financial Advisors
California
$3K +$3K +28 New
LPWM
1636
Lake Point Wealth Management
Texas
$3K +$3K +33 New
EBSAM
1637
Eubel Brady & Suttman Asset Management
Ohio
$3K +$3K +33 New
PGWM
1638
Parisi Gray Wealth Management
New Jersey
$3K +$3K +34 New
CIM
1639
CCLA Investment Management
United Kingdom
$2.19K – – –
YAL
1640
Your Advocates Ltd
Texas
$2K – – –
CCMIC
1641
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2K +$2K +24 New
LTI
1642
Laffer Tengler Investments
Tennessee
$1.97K -$56.9K -576 -97%
BBHC
1643
Brown Brothers Harriman & Co
New York
$1.6K -$67 -680 -4%
RIA
1644
RPG Investment Advisory
California
$1K -$333 -5 -25%
KFP
1645
KB Financial Partners
New Jersey
$1K – – –
MA
1646
MBA Advisors
Pennsylvania
$583 – – –
Walleye Capital
1647
Walleye Capital
New York
$454 +$454 +4,600 New
H
1648
HoyleCohen
California
$306 -$2 -25 -0.8%
MGIM
1649
M&G Investment Management
United Kingdom
$201 -$17 -167 -8%
WIM
1650
Westside Investment Management
California
$62 – – –
64 65
66
67 68