DUK icon

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 %
OCM
476
Orleans Capital Management
Louisiana
$2.41M -$71.9K -785 -3%
SB
477
Simmons Bank
Arkansas
$2.41M -$493K -5,386 -17%
CHC
478
City Holding Co
West Virginia
$2.41M -$669K -7,305 -22%
EP
479
Eudaimonia Partners
Tennessee
$2.41M -$66.8K -729 -3%
CFSG
480
Community Financial Services Group
Vermont
$2.41M -$122K -1,329 -5%
RP
481
Rowlandmiller & Partners
Georgia
$2.36M +$119K +1,301 +5%
CI
482
Cigna Investments
Connecticut
$2.35M +$178K +1,948 +8%
APP
483
Avantax Planning Partners
Iowa
$2.34M -$358K -3,911 -13%
TSWM
484
Triangle Securities Wealth Management
North Carolina
$2.34M -$39.9K -436 -2%
KPWS
485
Kestra Private Wealth Services
Texas
$2.33M -$239K -2,636 -9%
BOH
486
Bank of Hawaii
Hawaii
$2.32M -$366K -3,999 -14%
IIM
487
Intact Investment Management
Quebec, Canada
$2.32M – – –
VNIM
488
Vaughan Nelson Investment Management
Texas
$2.31M +$749K +8,175 +48%
FHC
489
First Horizon Corporation
Tennessee
$2.29M -$81.1K -886 -3%
MBTD
490
Mechanics Bank - Trust Department
California
$2.29M +$5.31K +58 +0.2%
ZB
491
Zions Bancorporation
Utah
$2.29M -$408K -4,455 -15%
WAM
492
World Asset Management
Michigan
$2.29M -$210K -2,292 -8%
ATC
493
Argent Trust Co
Tennessee
$2.27M -$308K -3,362 -12%
PAM
494
Private Asset Management
California
$2.24M -$148K -1,613 -6%
PCA
495
Providence Capital Advisors
North Carolina
$2.24M +$303K +3,309 +16%
CCM
496
Covington Capital Management
California
$2.24M +$302K +3,300 +16%
PGFC
497
Peapack-Gladstone Financial Corp
New Jersey
$2.24M +$261K +2,846 +13%
CNC
498
Canandaigua National Corp
New York
$2.24M +$37.3K +407 +2%
MCM
499
Murphy Capital Management
New Jersey
$2.23M -$114K -1,249 -5%
SIC
500
Salem Investment Counselors
North Carolina
$2.23M +$88.3K +964 +4%
18 19
20
21 22