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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 %
TC
426
Teilinger Capital
Texas
$3.11M +$3.11M +34,000 New
PA
427
Profund Advisors
Maryland
$3.1M -$117K -1,281 -4%
FB
428
Fulton Bank
Pennsylvania
$3.07M +$216K +2,359 +8%
AIM
429
Aigen Investment Management
New York
$3.07M +$619K +6,758 +25%
JWM
430
Jackson Wealth Management
Florida
$3.04M -$6.04K -66 -0.2%
FNB
431
Farmers National Bank
Kentucky
$3.04M +$3.04M +33,212 New
Wealthfront Advisers
432
Wealthfront Advisers
California
$3.02M +$145K +1,581 +5%
HFBOT
433
Home Federal Bank of Tennessee
Tennessee
$2.99M -$3.94K -43 -0.1%
LA
434
Lynch & Associates
Indiana
$2.98M +$22.8K +249 +0.8%
CBB
435
Citizens Business Bank
California
$2.97M -$91.8K -1,003 -3%
PT
436
Plimoth Trust
Massachusetts
$2.97M -$27.5K -300 -0.9%
BWL
437
Bogart Wealth LLC
Virginia
$2.96M +$223K +2,435 +8%
X
438
Xponance
Pennsylvania
$2.93M +$193K +2,107 +7%
ZCM
439
Ziegler Capital Management
Illinois
$2.86M -$216K -2,354 -7%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.86M +$2.54M +27,686 +791%
AII
441
AGF Investments Inc
Ontario, Canada
$2.83M -$1.07M -11,739 -28%
LFAS
442
Level Four Advisory Services
Texas
$2.81M +$225K +2,455 +9%
BRM
443
Boston Research & Management
Massachusetts
$2.81M +$311K +3,398 +12%
NC
444
NewSquare Capital
Pennsylvania
$2.79M +$50.4K +550 +2%
CCM
445
Cohen Capital Management
California
$2.78M -$156K -1,700 -5%
WorldQuant Millennium Advisors
446
WorldQuant Millennium Advisors
New York
$2.78M -$4.69M -51,263 -63%
RMC
447
Resources Management Corp
Connecticut
$2.77M -$109K -1,188 -4%
Fayez Sarofim & Co
448
Fayez Sarofim & Co
Texas
$2.77M +$526K +5,750 +24%
BPC
449
Banque Pictet & Cie
Switzerland
$2.75M – – –
SSWM
450
Sheets Smith Wealth Management
North Carolina
$2.74M +$549 +6 +0%
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