DUK icon

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 %
MCC
401
Money Concepts Capital
Florida
$3.56M +$3.56M +38,923 New
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$3.56M +$906K +9,897 +34%
AMG
403
Advisors Management Group
Wisconsin
$3.55M -$50K -546 -1%
CAM
404
Close Asset Management
United Kingdom
$3.55M -$32K -350 -0.9%
CPIG
405
Chicago Partners Investment Group
Illinois
$3.54M +$11.3K +125 +0.3%
BBA
406
BLB&B Advisors
Pennsylvania
$3.54M -$216K -2,357 -6%
JIC
407
Johnson Investment Counsel
Ohio
$3.54M -$209K -2,287 -6%
RIL
408
Rothschild Investment LLC
Illinois
$3.48M -$60.3K -658 -2%
GC
409
Guardian Capital
Ontario, Canada
$3.47M +$211K +2,300 +6%
Nordea Investment Management
410
Nordea Investment Management
Sweden
$3.44M +$18.7K +204 +0.5%
RIA
411
Regal Investment Advisors
Michigan
$3.4M +$3.4M +37,131 New
AI
412
Atria Investments
North Carolina
$3.37M +$396K +4,325 +13%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$3.36M +$105K +1,147 +3%
SLWS
414
Swaine & Leidel Wealth Services
Florida
$3.34M +$96.2K +1,050 +3%
SIG
415
Sky Investment Group
Connecticut
$3.33M +$233K +2,550 +8%
SFS
416
Sowell Financial Services
Arkansas
$3.31M +$2.39M +26,088 +259%
WCM
417
Whitener Capital Management
North Carolina
$3.29M +$241K +2,630 +8%
BIAS
418
Beacon Investment Advisory Services
New Jersey
$3.27M +$56.1K +613 +2%
BFA
419
Bragg Financial Advisors
North Carolina
$3.23M +$393K +4,293 +14%
EWM
420
Evercore Wealth Management
New York
$3.17M +$269K +2,941 +9%
MYAM
421
Meiji Yasuda Asset Management
Japan
$3.16M +$317K +3,460 +11%
SWP
422
Stratos Wealth Partners
Ohio
$3.16M -$1.99M -21,777 -39%
BFA
423
Benedict Financial Advisors
Georgia
$3.14M +$173K +1,895 +6%
CCG
424
Cypress Capital Group
Florida
$3.14M +$67.5K +737 +2%
CA
425
Cornerstone Advisors
North Carolina
$3.11M – – –
15 16
17
18 19