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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 %
LF
1676
Lee Financial
Texas
$49K -$3.67K -35 -7%
TFO
1677
Tarbox Family Office
California
$48K -$105 -1 -0.2%
KFS
1678
Kelly Financial Services
Massachusetts
$47.2K +$314 +3 +0.7%
RF
1679
Robbins Farley
New Hampshire
$47K – – –
LD
1680
Lipe & Dalton
New York
$47K +$21.7K +208 +86%
TCWM
1681
Total Clarity Wealth Management
Illinois
$46K -$1.37K -13 -3%
TCM
1682
TD Capital Management
Tennessee
$46K +$39.7K +381 +625%
AWA
1683
Amplius Wealth Advisors
Pennsylvania
$46K +$46K +443 New
HCM
1684
Horrell Capital Management
Arkansas
$45K – – –
MWC
1685
MBM Wealth Consultants
Missouri
$43K +$12.2K +116 +39%
ME
1686
McIlrath & Eck
Washington
$42K – – –
PP
1687
PrairieView Partners
Minnesota
$42K – – –
RCM
1688
Regency Capital Management
Hawaii
$42K – – –
TC
1689
TAP Consulting
Missouri
$41K +$41K +394 New
CCM
1690
Chilton Capital Management
Texas
$40K +$40K +379 New
WPWM
1691
Western Pacific Wealth Management
Illinois
$40K +$40K +388 New
APW
1692
Acima Private Wealth
Virginia
$39K – – –
PPWM
1693
PFG Private Wealth Management
Florida
$38K – – –
MWM
1694
Mascoma Wealth Management
New Hampshire
$38K – – –
EFS
1695
Econ Financial Services
Pennsylvania
$38K +$38K +358 New
HR
1696
Howe & Rusling
New York
$36K – – –
JWBC
1697
John W. Brooker & Co
California
$36K – – –
WOC
1698
West Oak Capital
California
$33K – – –
SJIM
1699
St. Johns Investment Management
Florida
$33K – – –
MTWM
1700
Masso Torrence Wealth Management
New Jersey
$33K +$33K +310 New
66 67
68
69 70