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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 %
PG
451
Pendal Group
Australia
$2.73M -$88.4K -965 -3%
MA
452
Montag & Associates
Georgia
$2.72M -$512K -5,596 -16%
HFA
453
HC Financial Advisors
California
$2.71M -$101K -1,098 -4%
CIA
454
Covington Investment Advisors
Pennsylvania
$2.71M +$89.7K +980 +3%
CFB
455
Cullen/Frost Bankers
Texas
$2.67M +$72.5K +792 +3%
PNC
456
Park National Corp
Ohio
$2.64M -$92.9K -1,015 -3%
PAS
457
Park Avenue Securities
New York
$2.63M +$317K +3,461 +14%
KWM
458
Kingsview Wealth Management
Oregon
$2.62M +$294K +3,212 +13%
TAM
459
Townsend Asset Management
North Carolina
$2.62M -$33.7K -368 -1%
BG
460
Bahl & Gaynor
Ohio
$2.61M -$117K -1,282 -4%
BGIM
461
Brandywine Global Investment Management
Pennsylvania
$2.6M +$128K +1,393 +5%
PFS
462
Prospera Financial Services
Texas
$2.59M +$2.59M +28,231 New
B
463
BP
United Kingdom
$2.59M -$2.97M -32,501 -53%
TRCT
464
Tower Research Capital (TRC)
New York
$2.56M +$568K +6,208 +29%
PMG
465
ProVise Management Group
Florida
$2.55M +$12.2K +133 +0.5%
AAS
466
Avantax Advisory Services
Texas
$2.53M -$5.47M -59,789 -68%
IRF
467
IBM Retirement Fund
New York
$2.5M +$310K +3,390 +14%
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$2.48M -$429K -4,681 -15%
MMHP
469
Murphy Middleton Hinkle & Parker
Georgia
$2.47M -$63.1K -689 -2%
TSW
470
Thompson Siegel & Walmsley
Virginia
$2.46M +$45.8K +500 +2%
SAMC
471
Spectrum Asset Management (California)
California
$2.45M +$473K +5,169 +24%
CIM
472
CCLA Investment Management
United Kingdom
$2.45M – – –
HDIM
473
Hanson & Doremus Investment Management
Vermont
$2.44M -$103K -1,126 -4%
LDB
474
Lee, Danner & Bass
Tennessee
$2.43M -$384K -4,194 -14%
SFG
475
SNS Financial Group
Minnesota
$2.42M -$154K -1,679 -6%
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