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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 %
CTC
326
Central Trust Company
Missouri
$5.4M +$64.3K +702 +1%
Public Sector Pension Investment Board (PSP Investments)
327
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.38M -$2.77M -30,248 -34%
HCMT
328
Highland Capital Management (Tennessee)
Tennessee
$5.34M -$385K -4,200 -7%
AIM
329
Anchor Investment Management
South Carolina
$5.28M +$479K +5,227 +10%
EFIC
330
Eliot Finkel Investment Counsel
California
$5.27M -$17.4K -190 -0.3%
BCV
331
Banque Cantonale Vaudoise
Switzerland
$5.25M +$3.55M +38,815 +210%
SMDAM
332
Sumitomo Mitsui DS Asset Management
Japan
$5.23M +$115K +1,252 +2%
DIA
333
Dean Investment Associates
Ohio
$5.2M -$225K -2,457 -4%
AOWM
334
Alpha Omega Wealth Management
Virginia
$5.09M +$30.2K +330 +0.6%
DCM
335
Dupont Capital Management
Delaware
$5.07M +$3.59M +39,248 +243%
FNBOO
336
First National Bank of Omaha
Nebraska
$5.04M +$206K +2,249 +4%
AF
337
Ally Financial
Michigan
$5.04M -$6.41M -70,000 -56%
VFM
338
Viking Fund Management
North Dakota
$5.04M – – –
BIA
339
Biondo Investment Advisors
Pennsylvania
$4.92M +$106K +1,150 +2%
TAIM
340
Te Ahumairangi Investment Management
New Zealand
$4.87M -$617K -6,740 -11%
CIBC World Market
341
CIBC World Market
Ontario, Canada
$4.87M +$410K +4,479 +9%
MIM
342
Marco Investment Management
Georgia
$4.81M -$136K -1,480 -3%
EGA
343
Eagle Global Advisors
Texas
$4.8M +$9.8K +107 +0.2%
SPIA
344
Steward Partners Investment Advisory
New York
$4.63M +$276K +3,009 +6%
FI
345
FormulaFolio Investments
Michigan
$4.59M +$3.42M +37,378 +293%
AMIM
346
Aull & Monroe Investment Management
Alabama
$4.57M -$53.9K -589 -1%
PSP
347
Principal Street Partners
Tennessee
$4.56M -$348K -3,798 -7%
SS
348
Simplicity Solutions
Minnesota
$4.55M +$66.9K +731 +1%
BCM
349
Brookstone Capital Management
Illinois
$4.49M +$93.6K +1,022 +2%
IG
350
ING Group
Netherlands
$4.49M +$2.94M +32,163 +190%
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