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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 %
BFA
451
Benedict Financial Advisors
Georgia
$2.49M -$9.3K -115 -0.4%
AssetMark Inc
452
AssetMark Inc
California
$2.49M +$1.87M +23,164 +306%
MWM
453
Marietta Wealth Management
Georgia
$2.48M +$318K +3,926 +15%
SB
454
Simmons Bank
Arkansas
$2.45M +$323K +3,990 +15%
BG
455
Bahl & Gaynor
Ohio
$2.45M -$18.1K -224 -0.7%
PG
456
Pendal Group
Australia
$2.44M +$1.34M +16,530 +121%
BWL
457
Bogart Wealth LLC
Virginia
$2.43M -$54K -668 -2%
ATC
458
Argent Trust Co
Tennessee
$2.43M +$28.5K +352 +1%
PT
459
Plimoth Trust
Massachusetts
$2.42M -$9.06K -112 -0.4%
JWM
460
Jackson Wealth Management
Florida
$2.39M -$876K -10,701 -27%
WCM
461
Whitener Capital Management
North Carolina
$2.39M +$189K +2,337 +9%
CHC
462
City Holding Co
West Virginia
$2.37M -$14.5K -179 -0.6%
BOH
463
Bank of Hawaii
Hawaii
$2.35M -$22.2K -275 -0.9%
NA
464
NewEdge Advisors
Louisiana
$2.3M -$55.6K -687 -2%
TAM
465
Townsend Asset Management
North Carolina
$2.3M +$7.36K +91 +0.3%
HDIM
466
Hanson & Doremus Investment Management
Vermont
$2.3M -$26.8K -332 -1%
VAG
467
VisionPoint Advisory Group
Texas
$2.3M +$325K +4,020 +16%
MMHP
468
Murphy Middleton Hinkle & Parker
Georgia
$2.29M -$29.5K -365 -1%
WAM
469
Wakefield Asset Management
Colorado
$2.28M +$2.28M +28,169 New
ECM
470
Everence Capital Management
Indiana
$2.26M – – –
BRWA
471
B. Riley Wealth Advisors
Florida
$2.26M +$1.01M +12,486 +81%
PMG
472
ProVise Management Group
Florida
$2.25M -$73K -903 -3%
KTM
473
Keeler Thomas Management
Utah
$2.25M -$453K -5,600 -17%
SFG
474
SNS Financial Group
Minnesota
$2.24M -$81.9K -1,013 -4%
AAS
475
Avantax Advisory Services
Texas
$2.23M -$4.93K -61 -0.2%
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