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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 %
CIA
501
Covington Investment Advisors
Pennsylvania
$2.29M +$28.4K +315 +1%
HFA
502
HC Financial Advisors
California
$2.27M +$253K +2,812 +13%
BPC
503
Banque Pictet & Cie
Switzerland
$2.25M – – –
BBHC
504
Brown Brothers Harriman & Co
New York
$2.24M -$88K -978 -4%
Fayez Sarofim & Co
505
Fayez Sarofim & Co
Texas
$2.24M – – –
OI
506
Oakbrook Investments
Illinois
$2.24M +$13.5K +150 +0.6%
CHC
507
City Holding Co
West Virginia
$2.24M +$240K +2,671 +12%
HW
508
Hancock Whitney
Mississippi
$2.23M +$27.2K +302 +1%
PJSIMP
509
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.23M +$94.1K +1,045 +4%
PTC
510
Private Trust Company
Ohio
$2.2M -$1.89K -21 -0.1%
RP
511
Rowlandmiller & Partners
Georgia
$2.2M -$14.9K -166 -0.7%
PFS
512
Prospera Financial Services
Texas
$2.18M +$506K +5,619 +30%
PAM
513
Private Asset Management
California
$2.17M -$351K -3,900 -14%
GW
514
GW & Wade
Massachusetts
$2.17M +$1.53K +17 +0.1%
MA
515
Montag & Associates
Georgia
$2.16M +$223K +2,479 +12%
SLI
516
Sumitomo Life Insurance
Japan
$2.16M -$238K -2,640 -10%
V
517
Veritable
Delaware
$2.15M +$88.7K +986 +4%
KFP
518
KMG Fiduciary Partners
Ohio
$2.15M +$75.1K +834 +4%
FBT
519
First Bank & Trust
South Dakota
$2.14M -$11.4K -127 -0.5%
VWM
520
Valley Wealth Managers
New Jersey
$2.1M +$266K +2,953 +14%
PFM
521
Parsec Financial Management
North Carolina
$2.09M -$600K -6,663 -22%
UBG
522
United Bank (Georgia)
Georgia
$2.08M -$1.53K -17 -0.1%
ZB
523
Zions Bancorporation
Utah
$2.08M -$27K -300 -1%
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
$2.07M +$1.2M +13,303 +137%
PCM
525
Penserra Capital Management
California
$2.06M -$283K -3,109 -12%
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