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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 %
TSWM
526
Triangle Securities Wealth Management
North Carolina
$1.81M +$79.8K +986 +5%
CNBT
527
Canandaigua National Bank & Trust
New York
$1.81M -$3.15K -39 -0.2%
BAC
528
Boys Arnold & Co
North Carolina
$1.8M -$17K -210 -0.9%
KRSITF
529
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M +$391K +4,831 +28%
PCA
530
Providence Capital Advisors
North Carolina
$1.78M +$225K +2,784 +14%
WCAMG
531
Woodard & Company Asset Management Group
North Carolina
$1.76M +$352K +4,353 +25%
KWM
532
Kingsview Wealth Management
Oregon
$1.75M +$345K +4,263 +25%
MIAN
533
Mariner Independent Advisor Network
Kansas
$1.74M +$45.1K +580 +3%
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
$1.72M -$1.08M -13,338 -39%
Rockefeller Capital Management
535
Rockefeller Capital Management
New York
$1.71M +$431K +5,331 +34%
BBNA
536
Bremer Bank National Association
Minnesota
$1.71M +$193K +2,390 +13%
TCOT
537
Trust Company of Toledo
Ohio
$1.69M +$9.63K +119 +0.6%
BWM
538
BerganKDV Wealth Management
Minnesota
$1.68M +$1.63M +20,191 +3,310%
SAM
539
Silvercrest Asset Management
New York
$1.67M -$114K -1,410 -6%
DHFB
540
Dixon Hubard Feinour & Brown
Virginia
$1.67M -$53.2K -658 -3%
CI
541
Cigna Investments
Connecticut
$1.66M +$101K +1,250 +6%
CL
542
Choreo LLC
Illinois
$1.66M -$24.1K -298 -1%
NHC
543
Nicholas Hoffman & Company
Georgia
$1.66M +$91.2K +1,127 +6%
PAM
544
Pegasus Asset Management
New York
$1.64M +$28.6K +353 +2%
APP
545
Avantax Planning Partners
Iowa
$1.64M +$265K +3,283 +19%
SEC
546
Seven Eight Capital
New York
$1.63M -$9.93M -122,743 -86%
WT
547
Washington Trust
Rhode Island
$1.62M +$65.4K +809 +4%
HSA
548
Hussman Strategic Advisors
Maryland
$1.62M +$1.21M +15,000 +300%
THWM
549
Taylor Hoffman Wealth Management
Virginia
$1.61M -$169K -2,083 -9%
MSAM
550
Moloney Securities Asset Management
Missouri
$1.61M +$218K +2,696 +16%
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