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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
226
Davenport & Co
Virginia
$9.07M -$80.8K -999 -0.9%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$8.92M -$34.1K -421 -0.4%
DADC
228
D.A. Davidson & Co
Montana
$8.84M +$605K +7,445 +7%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$8.69M +$30.2K +374 +0.3%
AB
230
Amalgamated Bank
New York
$8.65M -$339K -4,194 -4%
PFP
231
Pinnacle Financial Partners
Tennessee
$8.59M +$1.44M +17,769 +20%
KBC Group
232
KBC Group
Belgium
$8.45M +$3.27M +40,471 +63%
GC
233
Gratus Capital
Georgia
$8.43M +$1.38M +17,109 +20%
MSA
234
Mason Street Advisors
Wisconsin
$8.41M – – –
FNBT
235
FineMark National Bank & Trust
Florida
$8.4M +$250K +3,087 +3%
TPCW
236
TD Private Client Wealth
New York
$8.27M -$1.45M -17,918 -15%
AIM
237
Aigen Investment Management
New York
$8.26M +$8.26M +102,077 New
Millennium Management
238
Millennium Management
New York
$8.23M -$46.2M -571,390 -85%
MOACM
239
Mutual of America Capital Management
New York
$8.04M +$103K +1,271 +1%
GWM
240
Geneos Wealth Management
Colorado
$8.01M -$52.1K -649 -0.6%
OC
241
Oppenheimer & Co
New York
$7.99M +$802K +9,913 +11%
JFL
242
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.88M -$2.36M -29,193 -23%
SI
243
Stephens Inc
Arkansas
$7.79M -$4.34M -53,632 -36%
MCM
244
Maryland Capital Management
Maryland
$7.66M +$462K +5,709 +6%
SCM
245
Symons Capital Management
Pennsylvania
$7.61M -$285K -3,524 -4%
VFA
246
Voya Financial Advisors
Connecticut
$7.55M -$589K -7,058 -7%
DAM
247
Delta Asset Management
Tennessee
$7.32M -$92.9K -1,149 -1%
MML Investors Services
248
MML Investors Services
Massachusetts
$7.31M +$663K +8,200 +10%
KeyBank National Association
249
KeyBank National Association
Ohio
$7.28M -$117K -1,441 -2%
SAM
250
Securian Asset Management
Minnesota
$7.26M -$240K -2,965 -3%
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