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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 %
PCTC
1651
Perkins Coie Trust Company
Washington
$69K – – –
RIM
1652
Rockbridge Investment Management
New York
$68K – – –
MTIC
1653
Missouri Trust & Investment Company
Missouri
$68K +$68K +651 New
PO
1654
Private Ocean
California
$67K – – –
AP
1655
Arlington Partners
Alabama
$65K +$30K +285 +86%
CCC
1656
Crescent Capital Consulting
Louisiana
$64K +$16.9K +160 +36%
OF
1657
Outfitter Financial
Maine
$63K +$63K +600 New
FPWM
1658
FSB Premier Wealth Management
Iowa
$63K +$63K +608 New
LTI
1659
Laffer Tengler Investments
Tennessee
$62.5K – – –
VCM
1660
Versant Capital Management
Arizona
$62K -$1.78K -17 -3%
JGIA
1661
Jackson Grant Investment Advisers
Connecticut
$62K – – –
GTAM
1662
Global Trust Asset Management
Florida
$62K +$33.3K +320 +116%
EC
1663
Estate Counselors
Wisconsin
$61K – – –
SCA
1664
Stuart Chaussee & Associates
California
$61K – – –
EL
1665
EMFO LLC
Florida
$61K – – –
OA
1666
Operose Advisors
Wisconsin
$60K +$60K +575 New
AssetMark Inc
1667
AssetMark Inc
California
$58K -$416K -3,981 -88%
GWSG
1668
GPS Wealth Strategies Group
Colorado
$58K +$29.3K +280 +102%
FCT
1669
First Community Trust
Iowa
$57.5K +$57.5K +548 New
DWP
1670
Destiny Wealth Partners
Florida
$57K – – –
TAM
1671
Tucker Asset Management
Colorado
$56.5K +$4.4K +42 +8%
CIA
1672
Cascade Investment Advisors
Oregon
$56.1K – – –
CH
1673
Canton Hathaway
Rhode Island
$56K – – –
TIM
1674
Tortoise Investment Management
New York
$54K +$17.3K +165 +47%
TF
1675
TimeScale Financial
Massachusetts
$53K +$2.09K +20 +4%
65 66
67
68 69