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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 %
SGAM
1751
Smith Group Asset Management
Texas
$8K – – –
BBPWM
1752
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +75 New
ZIG
1753
Zullo Investment Group
Pennsylvania
$8K +$8K +77 New
CMA
1754
Cedar Mountain Advisors
Oregon
$7K – – –
ZC
1755
Zeit Capital
Colorado
$7K – – –
WAS
1756
Winch Advisory Services
Wisconsin
$7K +$104 +1 +2%
NIC
1757
Northwest Investment Counselors
Oregon
$7K +$7K +64 New
CFRPA
1758
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$6K +61 New
TCWA
1759
Ten Capital Wealth Advisors
Washington
$5K -$8.1K -81 -62%
JWA
1760
JFS Wealth Advisors
Pennsylvania
$5K +$5K +47 New
RI
1761
Rinkey Investments
California
$5K +$5K +52 New
MP
1762
McDonald Partners
Ohio
$4.51K -$376K -3,580 -99%
ACM
1763
Absolute Capital Management
Pennsylvania
$4.51K +$4.51K +43 New
WIA
1764
Wealthstreet Investment Advisors
Texas
$4K – – –
S
1765
Surevest
California
$4K +$4K +34 New
ACK
1766
Andrew C. Karlinski
$4K +$4K +35 New
CAC
1767
Core Alternative Capital
Georgia
$4K +$4K +42 New
LPWM
1768
Lake Point Wealth Management
Texas
$3K – – –
YAL
1769
Your Advocates Ltd
Texas
$3K – – –
BWP
1770
Baldwin Wealth Partners
Massachusetts
$3K – – –
JAM
1771
JCIC Asset Management
Ontario, Canada
$3K – – –
CPFP
1772
Clear Perspectives Financial Planning
Ohio
$3K – – –
ANBT
1773
American National Bank & Trust
Texas
$3K +$3K +33 New
BBHC
1774
Brown Brothers Harriman & Co
New York
$2.12K +$112 +1,064 +6%
CP
1775
Castleview Partners
Texas
$2.1K +$2.1K +220,185 New
69 70
71
72 73