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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 %
FP
1726
Financial Perspectives
Minnesota
$17.6K – – –
SAM
1727
Strategic Asset Management
Minnesota
$17K +$106 +1 +0.6%
RA
1728
Rise Advisors
New York
$16K +$16K +153 New
SSC
1729
Syverson Strege & Co
Iowa
$16K -$108 -1 -0.7%
OCM
1730
Orion Capital Management
California
$16K – – –
SMG
1731
Spectrum Management Group
Indiana
$15K – – –
CP
1732
Corbenic Partners
Pennsylvania
$15K +$105 +1 +0.7%
LWA
1733
Lowe Wealth Advisors
Maryland
$14K – – –
MIM
1734
Macroview Investment Management
Maryland
$14K +$215 +2 +2%
MW
1735
Milestone Wealth
New York
$14K +$14K +137 New
BC
1736
Burleson & Co
California
$13K +$107 +1 +0.8%
DWA
1737
Delos Wealth Advisors
Texas
$13K +$13K +125 New
VRS
1738
Virginia Retirement Systems
Virginia
$11.3K – – –
SWA
1739
SOA Wealth Advisors
New York
$11K -$10K -103 -48%
SC
1740
Sierra Capital
Florida
$11K +$11K +109 New
DFCM
1741
Dark Forest Capital Management
Puerto Rico
$10K -$22.9K -208 -70%
BIA
1742
Bell Investment Advisors
California
$10K -$13.9K -131 -58%
TI
1743
Truehand Inc
New Hampshire
$10K – – –
ACM
1744
AUA Capital Management
Pennsylvania
$10K – – –
CCM
1745
Cribstone Capital Management
Maine
$10K – – –
BA
1746
Bivin & Associates
Oklahoma
$10K +$10K +100 New
ODG
1747
O'Dell Group
Ohio
$9K -$1.08K -10 -11%
RAM
1748
Riggs Asset Management
Pennsylvania
$8K – – –
IFA
1749
Interactive Financial Advisors
Illinois
$8K – – –
AW
1750
Avion Wealth
Texas
$8K – – –
68 69
70
71 72