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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 %
AAM
301
Advisors Asset Management
Colorado
$6.17M -$150K -1,633 -2%
RJT
302
Raymond James Trust
Florida
$6.13M +$95.5K +1,043 +2%
Teacher Retirement System of Texas
303
Teacher Retirement System of Texas
Texas
$6.12M +$1.36M +14,818 +28%
CCC
304
Cincinnati Casualty Company
Ohio
$6.07M – – –
TF
305
Tompkins Financial
New York
$6.06M +$612K +6,689 +11%
UCFA
306
United Capital Financial Advisors
Texas
$6.06M +$365K +3,990 +6%
GAM
307
Gotham Asset Management
New York
$6.06M +$1.87M +20,463 +45%
UFG
308
United Fire Group
Iowa
$6.05M – – –
MA
309
MUFG Americas
New York
$6.03M +$72.9K +796 +1%
TPCW
310
TD Private Client Wealth
New York
$6.01M -$1.68M -18,296 -22%
PCM
311
Penserra Capital Management
California
$5.94M +$2.5M +27,270 +73%
DADC
312
D.A. Davidson & Co
Montana
$5.92M +$107K +1,170 +2%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$5.81M +$3.93M +42,942 +210%
BA
314
BCM Advisors
Louisiana
$5.79M -$25.8K -282 -0.4%
Robeco Institutional Asset Management
315
Robeco Institutional Asset Management
Netherlands
$5.75M +$730K +7,968 +15%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$5.6M -$412K -4,500 -7%
CNB
317
Camden National Bank
Maine
$5.54M -$260K -2,836 -4%
DZ Bank
318
DZ Bank
Germany
$5.53M -$9.45M -103,428 -63%
CIA
319
Capital Investment Advisors
Georgia
$5.52M +$259K +2,829 +5%
NB
320
Norinchukin Bank
Japan
$5.52M -$223K -2,436 -4%
Man Group
321
Man Group
United Kingdom
$5.49M +$427K +4,660 +8%
JFL
322
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.47M -$656K -7,166 -11%
BFG
323
Beacon Financial Group
Texas
$5.46M -$60.8K -668 -1%
SSWM
324
Smith Salley Wealth Management
North Carolina
$5.43M +$18.4K +201 +0.3%
FPCG
325
Fort Pitt Capital Group
Pennsylvania
$5.42M +$667K +7,279 +14%
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