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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
276
Regions Financial Corp
Alabama
$7M -$214K -2,411 -3%
FCBT
277
First Citizens Bank & Trust
North Carolina
$6.93M -$190K -2,140 -3%
BRWM
278
B. Riley Wealth Management
Tennessee
$6.92M +$1.2M +13,556 +21%
GT
279
Glenmede Trust
Pennsylvania
$6.82M -$437K -4,940 -6%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$6.8M -$260K -2,939 -4%
WB
281
WesBanco Bank
West Virginia
$6.72M +$132K +1,491 +2%
PP
282
Patten & Patten
Tennessee
$6.72M -$81.5K -920 -1%
TCM
283
Tufton Capital Management
Maryland
$6.69M -$193K -2,174 -3%
PP
284
Paloma Partners
Connecticut
$6.65M -$892K -10,073 -12%
CA
285
Cullinan Associates
Kentucky
$6.62M -$53.1K -600 -0.8%
FPB
286
First PREMIER Bank
South Dakota
$6.62M -$109K -1,234 -2%
MAA
287
Matrix Asset Advisors
New York
$6.61M +$1.61M +18,127 +32%
AUB
288
Atlantic Union Bankshares
Virginia
$6.6M +$1.47M +16,548 +29%
UR
289
USCA RIA
Texas
$6.57M -$146K -1,653 -2%
AWA
290
ARS Wealth Advisors
Florida
$6.53M +$2.37M +26,735 +57%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$6.44M +$457K +5,165 +8%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$6.43M +$79.6K +899 +1%
CG
293
Colony Group
Massachusetts
$6.42M -$132K -1,496 -2%
ANI
294
American National Insurance
Texas
$6.29M – – –
FFIC
295
First Fiduciary Investment Counsel
Ohio
$6.29M +$363K +4,096 +6%
NAM
296
Nissay Asset Management
Japan
$6.28M -$935K -10,561 -13%
ECM
297
Estabrook Capital Management
New York
$6.28M +$203K +2,295 +3%
KAS
298
Kestra Advisory Services
Texas
$6.13M +$6.13M +69,195 New
AAM
299
Advisors Asset Management
Colorado
$6.11M -$170K -1,916 -3%
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.1M +$462K +5,215 +8%
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