DUK icon

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 %
WB
1626
West Bancorporation
Iowa
$91K +$91K +870 New
GAM
1627
Gemmer Asset Management
California
$89K – – –
KC
1628
Kenfarb & Co
Kentucky
$89K +$89K +845 New
EIP
1629
Ellis Investment Partners
Pennsylvania
$88K +$519 +5 +0.6%
PCMC
1630
Paragon Capital Management (Colorado)
Colorado
$88K +$88K +840 New
MCM
1631
Manchester Capital Management
Vermont
$87K -$22.1K -210 -20%
CWM
1632
Cranbrook Wealth Management
Michigan
$87K – – –
BEI
1633
Benjamin Edwards Inc
Missouri
$87K +$78.2K +746 +888%
CFO
1634
CVA Family Office
Colorado
$84K -$72.2K -684 -46%
PWMG
1635
Prestige Wealth Management Group
New Jersey
$82K +$209 +2 +0.3%
DI
1636
Disciplined Investments
Oklahoma
$82K +$20.9K +200 +34%
BAM
1637
Bellevue Asset Management
Washington
$78K -$7.54K -72 -9%
WAM
1638
WFA Asset Management
Wisconsin
$77.5K +$77.5K +739 New
ACM
1639
Antonetti Capital Management
Florida
$76K – – –
SQA
1640
Simon Quick Advisors
New Jersey
$76K +$7.83K +75 +11%
AS
1641
Altshuler Shaham
Israel
$76K +$11.6K +110 +18%
CSWM
1642
Cassady Schiller Wealth Management
Ohio
$75K +$75K +717 New
TFM
1643
TFC Financial Management
Massachusetts
$74K -$11.4K -108 -13%
RDIA
1644
RE Dickinson Investment Advisors
Iowa
$74K +$74K +709 New
SC
1645
Seldon Capital
California
$74K +$74K +710 New
SIS
1646
Sound Income Strategies
Florida
$73K +$2.64K +25 +4%
HF
1647
Halpern Financial
Virginia
$72.4K +$59.5K +567 +461%
HH
1648
HWG Holdings
Texas
$71K +$71K +680 New
EDRH
1649
Edmond de Rothschild Holding
Switzerland
$70K – – –
LWA
1650
Lenox Wealth Advisors
New York
$69K -$2.82K -27 -4%
64 65
66
67 68