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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 %
BNP Paribas Asset Management
351
BNP Paribas Asset Management
France
$4.38M -$226K -2,468 -5%
M
352
MOTCO
Texas
$4.37M -$91.8K -1,002 -2%
JRCM
353
Jones Road Capital Management
New York
$4.37M +$4.37M +47,700 New
CAN
354
Cetera Advisor Networks
California
$4.34M -$787K -8,590 -15%
PI
355
PEAK6 Investments
Illinois
$4.34M +$817K +8,924 +23%
RFM
356
Royal Fund Management
Florida
$4.33M -$122K -1,334 -3%
OIM
357
Opus Investment Management
Massachusetts
$4.32M -$641K -7,000 -13%
SIM
358
Sentry Investment Management
Wisconsin
$4.29M -$82K -895 -2%
Brown Advisory
359
Brown Advisory
Maryland
$4.29M -$324K -3,540 -7%
LIM
360
Leavell Investment Management
Alabama
$4.28M -$874K -9,547 -17%
IF
361
Insight Folios
North Carolina
$4.28M +$212K +2,314 +5%
FFA
362
Founders Financial Alliance
North Carolina
$4.28M -$7.14K -78 -0.2%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$4.26M -$54.9K -600 -1%
ETC
364
Exchange Traded Concepts
Oklahoma
$4.26M +$4.26M +46,523 New
QIM
365
Quantitative Investment Management
Virginia
$4.25M +$4.25M +46,464 New
CIAS
366
Capital Investment Advisory Services
North Carolina
$4.25M +$382K +4,177 +10%
WLPWM
367
Walled Lake Planning & Wealth Management
Illinois
$4.2M -$44.2K -483 -1%
KRS
368
Kentucky Retirement Systems
Kentucky
$4.2M +$277K +3,023 +7%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$4.18M +$769K +8,400 +23%
MC
370
Moors & Cabot
Massachusetts
$4.16M -$228K -2,503 -5%
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$4.14M -$458K -5,006 -10%
SBWIC
372
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.1M -$2.75K -30 -0.1%
WA
373
Wasatch Advisors
Utah
$4.1M -$554K -6,050 -12%
AF
374
Alerus Financial
North Dakota
$4.05M -$843K -9,206 -17%
ACM
375
Azimuth Capital Management
Michigan
$4.03M -$185K -2,025 -4%
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