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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 %
PAG
301
Private Advisor Group
New Jersey
$6.05M +$129K +1,472 +2%
COPPSERS
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.04M +$2.31M +26,121 +62%
JFL
303
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.92M -$382K -4,308 -6%
CCC
304
Cincinnati Casualty Company
Ohio
$5.87M – – –
UFG
305
United Fire Group
Iowa
$5.85M – – –
RJT
306
Raymond James Trust
Florida
$5.84M +$287K +3,244 +5%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$5.82M -$244K -2,750 -4%
BA
308
BCM Advisors
Louisiana
$5.78M – – –
MA
309
MUFG Americas
New York
$5.76M +$318K +3,588 +6%
NNP
310
Nachman Norwood & Parrott
South Carolina
$5.71M +$440K +4,971 +8%
JWCA
311
J.W. Cole Advisors
Florida
$5.65M +$4.13M +46,590 +270%
DADC
312
D.A. Davidson & Co
Montana
$5.63M +$209K +2,356 +4%
CNB
313
Camden National Bank
Maine
$5.61M +$228K +2,580 +4%
NB
314
Norinchukin Bank
Japan
$5.55M +$160K +1,810 +3%
HCMT
315
Highland Capital Management (Tennessee)
Tennessee
$5.54M +$85.1K +961 +2%
UCFA
316
United Capital Financial Advisors
Texas
$5.5M -$481K -5,434 -8%
B
317
BP
United Kingdom
$5.38M -$916K -10,350 -15%
BFG
318
Beacon Financial Group
Texas
$5.37M -$93.8K -1,059 -2%
SCM
319
Shelton Capital Management
Colorado
$5.36M +$2.16M +24,401 +68%
II
320
IFM Investors
Australia
$5.34M +$696K +7,855 +15%
TAIM
321
Te Ahumairangi Investment Management
New Zealand
$5.31M +$5.31M +59,944 New
TF
322
Tompkins Financial
New York
$5.27M +$149K +1,685 +3%
DIA
323
Dean Investment Associates
Ohio
$5.25M +$464K +5,241 +10%
SSWM
324
Smith Salley Wealth Management
North Carolina
$5.23M +$3.99K +45 +0.1%
BCI
325
Brinker Capital Investments
Pennsylvania
$5.22M +$4.95M +55,908 +1,856%
11 12
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