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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 %
OQS
1676
Occudo Quantitative Strategies
Florida
– -$404K -4,185 Closed
LC
1677
Lavaca Capital
Texas
– -$402K -4,164 Closed
FAT
1678
First American Trust
California
– -$397K -4,116 Closed
BAM
1679
Berkshire Asset Management
Pennsylvania
– -$336K -3,478 Closed
ECU
1680
Eisler Capital (UK)
United Kingdom
– -$320K -3,311 Closed
WAG
1681
Winthrop Advisory Group
Massachusetts
– -$318K -3,295 Closed
TI
1682
tru Independence
Oregon
– -$305K -3,156 Closed
MAM
1683
Morse Asset Management
Connecticut
– -$290K -3,000 Closed
SLF
1684
Sun Life Financial
Ontario, Canada
– -$286K -2,958 Closed
ESCM
1685
Echo Street Capital Management
New York
– -$283K -2,928 Closed
IWS
1686
Insight Wealth Strategies
California
– -$279K -2,887 Closed
FMTC
1687
Farmers & Merchants Trust Company
California
– -$245K -2,537 Closed
WAAG
1688
Wealth Alliance Advisory Group
Kansas
– -$234K -2,428 Closed
DPIM
1689
Duff & Phelps Investment Management
Illinois
– -$234K -2,420 Closed
PP
1690
PDS Planning
Ohio
– -$232K -2,405 Closed
GAG
1691
GM Advisory Group
New York
– -$227K -2,353 Closed
FFG
1692
Frisch Financial Group
New York
– -$224K -2,319 Closed
AIM
1693
Axiom Investment Management
New York
– -$223K -2,310 Closed
COF
1694
Capital One Financial
Virginia
– -$216K -2,237 Closed
CA
1695
Capital Advantage
California
– -$214K -2,212 Closed
W
1696
WealthOne
New York
– -$213K -2,203 Closed
PWAG
1697
Polaris Wealth Advisory Group
California
– -$209K -2,144 Closed
MCM
1698
McMillion Capital Management
North Carolina
– -$205K -2,122 Closed
BAIA
1699
Bel Air Investment Advisors
California
– -$203K -2,107 Closed
LBC
1700
Lowe Brockenbrough & Co
Virginia
– -$202K -2,091 Closed
66 67
68
69 70