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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
451
NewSquare Capital
Pennsylvania
$2.65M +$2.63M +29,652 +12,836%
PNC
452
Park National Corp
Ohio
$2.65M -$326K -3,685 -11%
BWL
453
Bogart Wealth LLC
Virginia
$2.65M -$34.2K -386 -1%
SSWM
454
Sheets Smith Wealth Management
North Carolina
$2.65M +$90.9K +1,027 +4%
BG
455
Bahl & Gaynor
Ohio
$2.64M -$32.5K -367 -1%
EWA
456
Exencial Wealth Advisors
Oklahoma
$2.64M +$2.21M +48,355 +514%
APP
457
Avantax Planning Partners
Iowa
$2.61M -$38.8K -438 -1%
SG Americas Securities
458
SG Americas Securities
New York
$2.61M -$4.05M -45,707 -61%
ZB
459
Zions Bancorporation
Utah
$2.61M -$77.2K -872 -3%
BOH
460
Bank of Hawaii
Hawaii
$2.6M +$2.21K +25 +0.1%
BBVA
461
Banco Bilbao Vizcaya Argentaria
Spain
$2.57M -$150K -1,691 -6%
TAM
462
Townsend Asset Management
North Carolina
$2.57M +$19K +215 +0.7%
CIA
463
Covington Investment Advisors
Pennsylvania
$2.53M +$108K +1,220 +4%
Parallax Volatility Advisers
464
Parallax Volatility Advisers
California
$2.52M +$1.76M +19,893 +232%
KPWS
465
Kestra Private Wealth Services
Texas
$2.51M +$2.51M +28,317 New
CFB
466
Cullen/Frost Bankers
Texas
$2.51M -$696K -7,864 -22%
LFAS
467
Level Four Advisory Services
Texas
$2.5M +$103K +1,160 +4%
ATC
468
Argent Trust Co
Tennessee
$2.49M -$169K -1,907 -6%
SFG
469
SNS Financial Group
Minnesota
$2.49M +$116K +1,311 +5%
ECM
470
Everence Capital Management
Indiana
$2.47M – – –
PMG
471
ProVise Management Group
Florida
$2.46M -$2.39K -27 -0.1%
HDIM
472
Hanson & Doremus Investment Management
Vermont
$2.46M +$9.83K +111 +0.4%
MMHP
473
Murphy Middleton Hinkle & Parker
Georgia
$2.45M -$51.6K -582 -2%
CFSG
474
Community Financial Services Group
Vermont
$2.44M -$317K -3,583 -11%
HI
475
Horizon Investments
North Carolina
$2.44M -$1.7M -19,373 -41%
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