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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 %
SXL
476
Summit X LLC
Missouri
$2.53M +$1.07M +11,881 +74%
ATC
477
Argent Trust Co
Tennessee
$2.51M -$492K -5,472 -16%
IIM
478
Ipswich Investment Management
Massachusetts
$2.5M -$7.92K -88 -0.3%
HDIM
479
Hanson & Doremus Investment Management
Vermont
$2.49M -$6.12K -68 -0.2%
Daiwa Securities Group
480
Daiwa Securities Group
Japan
$2.48M -$67.5K -750 -3%
TAM
481
Tiverton Asset Management
Delaware
$2.47M +$1.04M +11,545 +73%
CCG
482
Cypress Capital Group
Florida
$2.44M +$1.62M +18,026 +198%
FTI
483
Fiduciary Trust International
Massachusetts
$2.44M -$52.5K -677 -2%
MME
484
Meag Munich Ergo
Germany
$2.44M +$2.44M +27,328 New
BCM
485
Brookstone Capital Management
Illinois
$2.42M +$454K +5,040 +23%
ECM
486
Everence Capital Management
Indiana
$2.42M +$306K +3,398 +14%
FNB
487
Farmers National Bank
Kentucky
$2.42M +$2.42M +26,848 New
EWM
488
Evercore Wealth Management
New York
$2.41M +$266K +2,950 +12%
SC
489
Sepio Capital
Utah
$2.4M -$336K -3,728 -12%
CFG
490
Citizens Financial Group
Rhode Island
$2.39M -$148K -1,647 -6%
BWL
491
Bogart Wealth LLC
Virginia
$2.38M +$141K +1,572 +6%
NA
492
NewEdge Advisors
Louisiana
$2.37M +$503K +5,592 +27%
APC
493
Aspire Private Capital
North Carolina
$2.37M +$22.1K +246 +0.9%
TCMG
494
TSP Capital Management Group
New Jersey
$2.34M -$2.48M -28,726 Closed
TW
495
Transform Wealth
Colorado
$2.32M -$369K -4,100 -14%
TYCC
496
Texas Yale Capital Corp
Florida
$2.3M +$1.15M +12,803 +100%
SFA
497
Semmax Financial Advisors
North Carolina
$2.3M +$291K +3,237 +14%
PHIMC
498
Private Harbour Investment Management & Counsel
Ohio
$2.3M -$165K -1,830 -7%
LP
499
LMR Partners
United Kingdom
$2.3M +$1M +11,161 +78%
Mariner
500
Mariner
Kansas
$2.29M +$379K +4,207 +20%
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