DUK icon

Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
426
Bell Bank
North Dakota
$2.83M +$2.51K +31 +0.1%
RIL
427
Rothschild Investment LLC
Illinois
$2.81M -$10.6K -131 -0.4%
CFB
428
Cullen/Frost Bankers
Texas
$2.79M -$184K -2,269 -6%
LA
429
Lynch & Associates
Indiana
$2.66M +$60.6K +749 +2%
JSL
430
JT Stratford LLC
Georgia
$2.65M +$317K +3,917 +14%
CBB
431
Citizens Business Bank
California
$2.65M -$22.2K -275 -0.8%
MERSOM
432
Municipal Employees' Retirement System of Michigan
Michigan
$2.65M +$10.5K +130 +0.4%
EWM
433
Evercore Wealth Management
New York
$2.63M -$69.9K -865 -3%
HFBOT
434
Home Federal Bank of Tennessee
Tennessee
$2.63M +$144K +1,778 +6%
BFA
435
Bragg Financial Advisors
North Carolina
$2.62M -$32.8K -405 -1%
AWA
436
ARS Wealth Advisors
Florida
$2.61M -$2.99K -37 -0.1%
AUB
437
Atlantic Union Bankshares
Virginia
$2.6M +$1.19M +14,701 +84%
HFA
438
HC Financial Advisors
California
$2.6M +$270K +3,341 +12%
SIG
439
Sky Investment Group
Connecticut
$2.58M +$105K +1,302 +4%
CCM
440
Cohen Capital Management
California
$2.58M +$75.2K +930 +3%
ONST
441
Old North State Trust
North Carolina
$2.58M -$38.8K -480 -1%
CCG
442
Cypress Capital Group
Florida
$2.57M +$32K +396 +1%
SPC
443
Sigma Planning Corp
Michigan
$2.56M +$450K +5,565 +21%
Wolverine Trading
444
Wolverine Trading
Illinois
$2.55M -$5.42M -64,946 -68%
TA
445
Tiedemann Advisors
New York
$2.55M +$1.03M +12,785 +68%
IG
446
ING Group
Netherlands
$2.54M -$221K -2,736 -8%
DCM
447
Dupont Capital Management
Delaware
$2.52M +$398K +4,915 +19%
LSERS
448
Louisiana State Employees Retirement System
Louisiana
$2.51M -$291K -3,600 -10%
GLA
449
Great Lakes Advisors
Illinois
$2.51M +$391K +4,835 +18%
RMC
450
Resources Management Corp
Connecticut
$2.5M -$41.2K -509 -2%
16 17
18
19 20