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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 %
SFI
376
Susquehanna Fundamental Investments
Pennsylvania
$4M +$4M +43,700 New
SFA
377
Semmax Financial Advisors
North Carolina
$3.98M +$8.97K +98 +0.2%
Nisa Investment Advisors
378
Nisa Investment Advisors
Missouri
$3.98M +$522K +5,700 +15%
HIC
379
Holderness Investments Company
North Carolina
$3.91M -$93.8K -1,024 -2%
ACM
380
Argyle Capital Management
Pennsylvania
$3.88M -$61K -666 -2%
CCT
381
Chemung Canal Trust
New York
$3.84M -$470K -5,139 -11%
AB
382
Amalgamated Bank
New York
$3.81M -$8.33K -91 -0.2%
SCM
383
Schnieders Capital Management
California
$3.79M +$26.6K +291 +0.7%
NEAM
384
New England Asset Management
Connecticut
$3.78M +$96.1K +1,050 +3%
HVIA
385
Hudson Valley Investment Advisors
New York
$3.77M -$75.6K -826 -2%
BCM
386
Birmingham Capital Management
Alabama
$3.76M -$117K -1,283 -3%
SFI
387
Siemens Fonds Invest
Germany
$3.74M +$3.74M +41,252 New
GHAM
388
Gilman Hill Asset Management
Connecticut
$3.73M -$10.5K -115 -0.3%
AIA
389
Armor Investment Advisors
North Carolina
$3.72M +$145K +1,580 +4%
WCM
390
Windward Capital Management
California
$3.71M -$6.5K -71 -0.2%
FLI
391
Family Legacy Inc
South Carolina
$3.7M -$7.42K -81 -0.2%
NMIMC
392
Northwestern Mutual Investment Management Company
Wisconsin
$3.7M +$1.74K +19 +0%
MAM
393
Martingale Asset Management
Massachusetts
$3.68M -$313K -3,415 -8%
QI
394
QS Investors
New York
$3.67M -$16.4M -179,017 -82%
BB
395
Bell Bank
North Dakota
$3.67M +$837K +9,146 +30%
SPC
396
Sigma Planning Corp
Michigan
$3.67M -$70K -765 -2%
ISB
397
Iowa State Bank
Iowa
$3.64M +$9.43K +103 +0.3%
CIC
398
Cornercap Investment Counsel
Georgia
$3.64M +$3.64M +39,941 New
CRC
399
Catawba River Capital
South Carolina
$3.64M +$3.64M +39,763 New
ASN
400
Advisory Services Network
Georgia
$3.58M -$253K -2,761 -7%
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