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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 %
SIAP
1701
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K -$12.9K -121 -29%
LWCFA
1702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K -$12.8K -120 -29%
EWM
1703
Edge Wealth Management
New York
$32K +$311 +3 +1%
GFPC
1704
Global Financial Private Client
Florida
$31.5K – – –
PP
1705
PFS Partners
New Jersey
$31.1K +$31.1K +297 New
FEG
1706
Financial Enhancement Group
Indiana
$29K – – –
TFGT
1707
TS Financial Group (TSFG)
Illinois
$29K +$8.5K +80 +41%
SIC
1708
SJS Investment Consulting
Ohio
$29K +$29K +274 New
EBA
1709
Eagle Bay Advisors
New York
$28K -$26.8K -257 -49%
SPWG
1710
Sage Private Wealth Group
Illinois
$28K – – –
CAL
1711
Capital Advisors Ltd
Ohio
$28K +$723 +7 +3%
EAM
1712
Eukles Asset Management
Ohio
$27K – – –
RG
1713
Retirement Group
California
$27K +$8.28K +80 +44%
HCM
1714
Highlander Capital Management
New Jersey
$26K – – –
PFA
1715
Professional Financial Advisors
Nebraska
$25K – – –
PP
1716
Pacifica Partners
Canada
$24K +$104 +1 +0.4%
C
1717
Covestor
United Kingdom
$24K +$24K +230 New
DAM
1718
Delta Asset Management
Tennessee
$21K +$3.96K +37 +23%
ACM
1719
Aquatic Capital Management
Illinois
$21K +$21K +200 New
FWM
1720
Focused Wealth Management
New York
$20K -$3.94K -38 -16%
BDWM
1721
Brewin Dolphin Wealth Management
Ireland
$19K – – –
FCG
1722
Financial Connections Group
California
$19K +$19K +187 New
SA
1723
SRH Advisors
Kansas
$18K – – –
CWM
1724
Cedar Wealth Management
California
$18K +$18K +167 New
JFA
1725
JNBA Financial Advisors
Minnesota
$18K +$18K +168 New
67 68
69
70 71