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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
401
Brinker Capital
Pennsylvania
$3.64M -$412K -4,582 -10%
IMOV
402
Investment Management of Virginia
Virginia
$3.61M +$1.84M +20,481 +104%
EFIC
403
Eliot Finkel Investment Counsel
California
$3.61M -$15.3K -170 -0.4%
ISB
404
Iowa State Bank
Iowa
$3.6M -$1.53K -17 -0%
MC
405
Moors & Cabot
Massachusetts
$3.59M -$120K -1,326 -3%
AIA
406
Armor Investment Advisors
North Carolina
$3.53M +$37.6K +418 +1%
RI
407
Rudd International
Florida
$3.53M +$145K +1,606 +4%
CWM
408
Calamos Wealth Management
Illinois
$3.52M -$110K -1,219 -3%
LIA
409
LS Investment Advisors
Michigan
$3.51M -$84.1K -934 -2%
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$3.46M +$90K +1,000 +3%
CPIG
411
Chicago Partners Investment Group
Illinois
$3.43M +$981 +11 +0%
CCM
412
Cullen Capital Management
New York
$3.4M +$198K +2,200 +6%
DCM
413
Dupont Capital Management
Delaware
$3.38M -$340K -3,779 -9%
UR
414
USCA RIA
Texas
$3.36M -$3.66M -40,659 -52%
HIC
415
Holderness Investments Company
North Carolina
$3.34M -$54.8K -609 -2%
HAM
416
Highstreet Asset Management
Ontario, Canada
$3.33M -$373K -4,140 -10%
BAC
417
Boys Arnold & Co
North Carolina
$3.32M – – –
CIC
418
Cornercap Investment Counsel
Georgia
$3.26M +$3.26M +36,210 New
SPIA
419
Steward Partners Investment Advisory
New York
$3.24M -$129K -1,428 -4%
SIM
420
Sentry Investment Management
Wisconsin
$3.21M -$888K -9,865 -22%
JWM
421
Jackson Wealth Management
Florida
$3.21M +$71.9K +799 +2%
CFB
422
Cullen/Frost Bankers
Texas
$3.19M +$12K +133 +0.4%
RIL
423
Rothschild Investment LLC
Illinois
$3.18M -$90.9K -1,010 -3%
Nordea Investment Management
424
Nordea Investment Management
Sweden
$3.17M +$36K +400 +1%
ECM
425
ETrade Capital Management
Virginia
$3.17M -$60.9K -677 -2%
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