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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 %
BG
451
Bahl & Gaynor
Ohio
$2.77M +$4.32K +48 +0.2%
WWM
452
Willingdon Wealth Management
North Carolina
$2.76M +$35.8K +398 +1%
AWA
453
ARS Wealth Advisors
Florida
$2.76M +$36.9K +410 +1%
SG Americas Securities
454
SG Americas Securities
New York
$2.74M -$4.32M -48,057 -61%
HFBOT
455
Home Federal Bank of Tennessee
Tennessee
$2.74M -$17.6K -195 -0.6%
WCM
456
Windward Capital Management
California
$2.71M -$17.1K -190 -0.6%
PMG
457
ProVise Management Group
Florida
$2.68M -$309K -3,430 -10%
PA
458
Pinnacle Associates
New York
$2.68M +$20.9K +232 +0.8%
BOH
459
Bank of Hawaii
Hawaii
$2.67M -$65.5K -728 -2%
KTM
460
Keeler Thomas Management
Utah
$2.64M +$429K +4,700 +19%
MCM
461
Murphy Capital Management
New Jersey
$2.63M -$64.4K -716 -2%
MAM
462
Martingale Asset Management
Massachusetts
$2.62M +$2.62M +29,135 New
AI
463
Atria Investments
North Carolina
$2.62M -$329K -3,657 -11%
PT
464
Plimoth Trust
Massachusetts
$2.61M +$273K +3,035 +12%
BFO
465
Biltmore Family Office
North Carolina
$2.59M – – –
SIG
466
Sky Investment Group
Connecticut
$2.59M -$32.8K -365 -1%
MMHP
467
Murphy Middleton Hinkle & Parker
Georgia
$2.59M +$1.62K +18 +0.1%
MBTD
468
Mechanics Bank - Trust Department
California
$2.58M -$16.3K -181 -0.6%
SB
469
Simmons Bank
Arkansas
$2.57M +$53.3K +592 +2%
LFAS
470
Level Four Advisory Services
Texas
$2.57M -$491K -5,454 -16%
SAM
471
Strategy Asset Managers
California
$2.56M +$41.2K +458 +2%
OCM
472
Orleans Capital Management
Louisiana
$2.56M -$112K -1,250 -4%
CWG
473
Cornerstone Wealth Group
North Carolina
$2.55M +$2.55M +28,351 New
SPC
474
Sigma Planning Corp
Michigan
$2.54M +$203K +2,254 +9%
SCM
475
Schnieders Capital Management
California
$2.54M +$161K +1,790 +7%
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