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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 %
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$5.37M -$9.29M -114,879 -63%
CCC
302
Cincinnati Casualty Company
Ohio
$5.36M – – –
UFG
303
United Fire Group
Iowa
$5.34M – – –
CG
304
Colony Group
Massachusetts
$5.33M -$340K -4,204 -6%
RJT
305
Raymond James Trust
Florida
$5.31M -$170K -2,101 -3%
BA
306
BCM Advisors
Louisiana
$5.3M -$257K -3,173 -5%
ACC
307
Accident Compensation Corp
New Zealand
$5.2M -$235K -2,900 -4%
BFG
308
Beacon Financial Group
Texas
$5.17M -$72K -863 -1%
CSS
309
Cubist Systematic Strategies
Connecticut
$5.14M +$4.13M +51,034 +408%
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.07M +$249K +3,078 +5%
BL
311
BCWM LLC
Kansas
$5.01M +$19.3K +239 +0.4%
PAG
312
Private Advisor Group
New Jersey
$4.99M -$179K -2,211 -3%
BC
313
Blackstart Capital
New York
$4.99M -$8.27M -102,206 -62%
ZCM
314
Ziegler Capital Management
Illinois
$4.97M +$4.97M +61,423 New
SWP
315
Stratos Wealth Partners
Ohio
$4.97M +$516K +6,378 +12%
HCMT
316
Highland Capital Management (Tennessee)
Tennessee
$4.95M -$233K -2,883 -5%
NB
317
Norinchukin Bank
Japan
$4.93M -$4.6M -56,882 -48%
NNP
318
Nachman Norwood & Parrott
South Carolina
$4.89M +$75.4K +932 +2%
CNB
319
Camden National Bank
Maine
$4.87M -$502K -6,209 -9%
CGM
320
Centenus Global Management
New York
$4.85M -$12.1M -150,000 -71%
MA
321
MUFG Americas
New York
$4.77M -$48K -593 -1%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$4.7M -$33M -408,361 -88%
LIM
323
Leavell Investment Management
Alabama
$4.69M -$22.2K -275 -0.5%
SSWM
324
Smith Salley Wealth Management
North Carolina
$4.68M -$88.4K -1,093 -2%
CWG
325
Cornerstone Wealth Group
North Carolina
$4.68M -$1.65M -20,343 -26%
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