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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 %
AG
1826
AlphaSimPlex Group
Massachusetts
– -$210K -2,148 Closed
ZIM
1827
Zacks Investment Management
Illinois
– -$204K -2,093 Closed
HFS
1828
Hantz Financial Services
Michigan
– -$203K -2,077 Closed
TIA
1829
Tandem Investment Advisors
South Carolina
– -$201K -2,059 Closed
Group One Trading
1830
Group One Trading
Illinois
– -$181K -1,855 Closed
Q
1831
QVR
California
– -$181K -1,854 Closed
FCM
1832
Firestone Capital Management
Florida
– -$153K -1,552 Closed
DOA
1833
D'Orazio & Associates
Virginia
– -$144K -1,472 Closed
PWA
1834
Phoenix Wealth Advisors
North Carolina
– -$136K -1,398 Closed
HA
1835
Herold Advisors
New York
– -$119K -1,228 Closed
PWM
1836
Prentice Wealth Management
New York
– -$109K -1,121 Closed
CAGAS
1837
Capital Advisory Group Advisory Services
Minnesota
– -$100K -1,022 Closed
CPC
1838
Consolidated Planning Corp
Georgia
– -$86K -885 Closed
AL
1839
ADE LLC
Maryland
– -$80K -816 Closed
UFF
1840
USA Financial Formulas
Michigan
– -$56K -577 Closed
CG
1841
Cutler Group
California
– -$48K -492 Closed
LAM
1842
Lountzis Asset Management
Pennsylvania
– -$32.5K -333 Closed
APWA
1843
Atlas Private Wealth Advisors
New Jersey
– -$31K -316 Closed
RA
1844
Resolute Advisors
California
– -$27K -273 Closed
ETI
1845
Enterprise Trust & Investment
California
– -$20K -200 Closed
RTL
1846
Red Tortoise LLC
Georgia
– -$19K -199 Closed
KIG
1847
Kowal Investment Group
Wisconsin
– -$16K -165 Closed
SFP
1848
Sterling Financial Planning
New Jersey
– -$14K -147 Closed
EWA
1849
Evolution Wealth Advisors
Florida
– -$14K -143 Closed
CFA
1850
Cahill Financial Advisors
Minnesota
– -$11K -116 Closed
71 72 73
74
75