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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
501
Banque Pictet & Cie
Switzerland
$2.02M – – –
CFG
502
Citizens Financial Group
Rhode Island
$2M -$65K -803 -3%
SAM
503
Strategy Asset Managers
California
$1.99M -$101K -1,253 -5%
RP
504
Rowlandmiller & Partners
Georgia
$1.98M -$6.55K -81 -0.3%
Fayez Sarofim & Co
505
Fayez Sarofim & Co
Texas
$1.98M – – –
GLLW
506
Graves Light Lenhart Wealth
Virginia
$1.98M -$6.71K -83 -0.3%
SIC
507
Salem Investment Counselors
North Carolina
$1.98M +$120K +1,483 +6%
BAMF
508
BI Asset Management Fondsmaeglerselskab
Denmark
$1.95M +$1.95M +24,145 New
BGIM
509
Brandywine Global Investment Management
Pennsylvania
$1.93M -$101K -1,247 -5%
SLI
510
Sumitomo Life Insurance
Japan
$1.92M +$25.8K +319 +1%
PAS
511
Park Avenue Securities
New York
$1.92M +$163K +2,013 +9%
KC
512
Kingfisher Capital
North Carolina
$1.91M +$490K +6,058 +35%
V
513
Veritable
Delaware
$1.9M -$88.7K -1,096 -4%
PHIMC
514
Private Harbour Investment Management & Counsel
Ohio
$1.89M +$1.21K +15 +0.1%
IAN
515
Integrated Advisors Network
Texas
$1.88M +$17.6K +218 +0.9%
FNC
516
First National Corp
Massachusetts
$1.87M +$26.4K +135 +1%
MHI
517
Miller Howard Investments
New York
$1.87M +$26.9K +332 +1%
TMAM
518
Tokio Marine Asset Management
Japan
$1.87M +$66.4K +821 +4%
WSTAM
519
Wilbanks Smith & Thomas Asset Management
Virginia
$1.86M +$148K +1,834 +9%
BCFS
520
Butensky & Cohen Financial Security
Florida
$1.85M -$20.3K -251 -1%
PJSIMP
521
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.85M -$48.5K -599 -3%
PA
522
Pinnacle Associates
New York
$1.85M -$103K -1,275 -5%
GWMIA
523
Global Wealth Management Investment Advisory
Florida
$1.85M -$80.4K -994 -4%
GW
524
GW & Wade
Massachusetts
$1.82M -$97.7K -1,208 -5%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$1.81M +$56.5K +698 +3%
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