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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
BlackRock
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$914M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
4
Invesco
Invesco
Georgia
$661M
5
SCCM
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
201
Janney Capital Management
Pennsylvania
$13M -$276K -2,860 -2%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$12.9M +$6.87M +71,210 +113%
PSP
203
Principal Street Partners
Tennessee
$12.9M +$8.08M +83,656 +168%
TNB
204
Thomasville National Bank
Georgia
$12.8M -$557K -6,883 -4%
OAM
205
Oppenheimer Asset Management
New York
$12.4M +$411K +4,260 +3%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$12.4M -$77.7K -805 -0.6%
SDIC
207
South Dakota Investment Council
South Dakota
$12.4M -$1.6M -16,549 -11%
TPSF
208
Texas Permanent School Fund
Texas
$12.4M -$136K -1,407 -1%
SIM
209
Sadoff Investment Management
Wisconsin
$12.2M -$135K -1,400 -1%
VI
210
Vestcor Inc
New Brunswick, Canada
$12M +$28.8K +298 +0.2%
CGH
211
Crossmark Global Holdings
Texas
$12M -$346K -3,580 -3%
MHC
212
Meyer Handelman Company
New York
$11.9M +$229K +2,375 +2%
GCA
213
Guardian Capital Advisors
Ontario, Canada
$11.9M +$203K +2,058 +2%
SFG
214
SageGuard Financial Group
Tennessee
$11.8M -$4.07M -42,181 -26%
FMLI
215
Fukoku Mutual Life Insurance
Japan
$11.8M – – –
EIP
216
Energy Income Partners
Connecticut
$11.8M -$9.21M -95,366 -44%
FRAF
217
Första AP-fonden
Sweden
$11.7M +$11.7M +121,100 New
DC
218
Davenport & Co
Virginia
$11.7M +$151K +1,569 +1%
BCIM
219
British Columbia Investment Management
British Columbia, Canada
$11.6M -$361K -3,740 -3%
CA
220
Claar Advisors
New York
$11.6M – – –
William Blair & Company
221
William Blair & Company
Illinois
$11.5M -$258K -2,677 -2%
WIC
222
Woodmont Investment Counsel
Tennessee
$11.3M +$278K +2,878 +3%
MCM
223
Maryland Capital Management
Maryland
$11M +$632K +6,544 +6%
PFP
224
Pinnacle Financial Partners
Tennessee
$11M +$381K +3,947 +4%
Allianz Asset Management
225
Allianz Asset Management
Germany
$11M -$1.68M -17,382 -13%
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