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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 %
BNP Paribas Asset Management
326
BNP Paribas Asset Management
France
$4.66M -$728K -9,003 -14%
CAN
327
Cetera Advisor Networks
California
$4.54M +$96.9K +1,198 +2%
AOWM
328
Alpha Omega Wealth Management
Virginia
$4.5M +$18.2K +225 +0.4%
SC
329
Stralem & Co
New York
$4.48M -$440K -5,440 -9%
MIM
330
Marco Investment Management
Georgia
$4.47M -$62.7K -775 -1%
AF
331
Ally Financial
Michigan
$4.45M -$4.85M -60,000 -52%
TF
332
Tompkins Financial
New York
$4.41M -$28.6K -353 -0.6%
Wealthfront Advisers
333
Wealthfront Advisers
California
$4.4M -$856K -10,582 -16%
AII
334
AGF Investments Inc
Ontario, Canada
$4.37M +$3.16M +39,074 +261%
AF
335
Alerus Financial
North Dakota
$4.36M -$1.35M -16,711 -24%
AMIM
336
Aull & Monroe Investment Management
Alabama
$4.32M +$40.4K +500 +0.9%
CWM
337
CIBC World Markets
New York
$4.32M -$29.5M -364,258 -87%
DIA
338
Dean Investment Associates
Ohio
$4.32M +$107K +1,319 +3%
LM
339
Luminus Management
Texas
$4.3M +$4.3M +53,127 New
CCM
340
Cullen Capital Management
New York
$4.29M -$364K -4,495 -8%
FNBOO
341
First National Bank of Omaha
Nebraska
$4.27M -$200K -2,471 -4%
ACM
342
Azimuth Capital Management
Michigan
$4.25M -$1.66M -20,585 -28%
CFSG
343
Community Financial Services Group
Vermont
$4.24M +$162K +2,008 +4%
WA
344
Wasatch Advisors
Utah
$4.23M -$1.59M -19,715 -27%
AIM
345
Anchor Investment Management
South Carolina
$4.19M +$81.9K +1,012 +2%
SS
346
Simplicity Solutions
Minnesota
$4.17M -$23.5K -291 -0.6%
CA
347
Cornerstone Advisors
North Carolina
$4.13M – – –
EARNEST Partners
348
EARNEST Partners
Georgia
$4.09M -$210K -2,591 -5%
BIA
349
Biondo Investment Advisors
Pennsylvania
$4.04M +$982 +12 +0%
KRS
350
Kentucky Retirement Systems
Kentucky
$4.03M +$994K +12,284 +33%
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