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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$440M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$65.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$106M
3
State Street
State Street
Massachusetts
-$101M
4
ZP
Zimmer Partners
New York
-$81.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Patten & Patten
Tennessee
$7.13M +$189K +2,069 +3%
AWA
277
ARS Wealth Advisors
Florida
$7.1M +$350K +3,822 +5%
PAG
278
Private Advisor Group
New Jersey
$7.1M +$788K +8,608 +12%
BRWM
279
B. Riley Wealth Management
Tennessee
$7.01M -$139K -1,522 -2%
AUB
280
Atlantic Union Bankshares
Virginia
$7.01M +$184K +2,005 +3%
TCM
281
Tufton Capital Management
Maryland
$6.91M -$12K -131 -0.2%
MAA
282
Matrix Asset Advisors
New York
$6.85M +$17.7K +193 +0.3%
E
283
Ergoteles
New York
$6.84M +$6.84M +74,699 New
FPB
284
First PREMIER Bank
South Dakota
$6.75M -$86.8K -948 -1%
FFIC
285
First Fiduciary Investment Counsel
Ohio
$6.66M +$158K +1,728 +2%
CA
286
Cullinan Associates
Kentucky
$6.57M -$270K -2,950 -4%
FCBT
287
First Citizens Bank & Trust
North Carolina
$6.56M -$609K -6,655 -9%
NAM
288
Nissay Asset Management
Japan
$6.51M +$10.4K +114 +0.2%
ANI
289
American National Insurance
Texas
$6.51M – – –
CG
290
Colony Group
Massachusetts
$6.5M -$135K -1,470 -2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$6.46M -$197K -2,150 -3%
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$6.45M -$10.5M -115,063 -62%
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.44M +$129K +1,409 +2%
GT
294
Glenmede Trust
Pennsylvania
$6.41M -$636K -6,946 -9%
IMRF
295
Illinois Municipal Retirement Fund
Illinois
$6.41M +$4.01M +43,743 +167%
II
296
IFM Investors
Australia
$6.34M +$822K +8,983 +15%
ECM
297
Estabrook Capital Management
New York
$6.28M -$208K -2,269 -3%
SGI
298
Summit Global Investments
Utah
$6.2M +$4M +43,664 +181%
BMSSC
299
B. Metzler seel. Sohn & Co
Germany
$6.18M +$6.18M +63,490 New
NNP
300
Nachman Norwood & Parrott
South Carolina
$6.17M +$272K +2,966 +5%
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