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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
526
Trust Company of Toledo
Ohio
$2.02M +$27.4K +310 +1%
AAIM
527
American Assets Investment Management
California
$2.01M +$531K +6,000 +36%
HB
528
Homrich & Berg
Georgia
$2.01M -$121K -1,370 -6%
RP
529
Rowlandmiller & Partners
Georgia
$1.98M +$2.43K +30 +0.1%
ONST
530
Old North State Trust
North Carolina
$1.97M -$853K -9,633 -30%
CA
531
Cetera Advisors
Colorado
$1.96M +$210K +2,367 +12%
HW
532
Hancock Whitney
Mississippi
$1.96M -$192K -2,167 -9%
GLLW
533
Graves Light Lenhart Wealth
Virginia
$1.95M -$93.1K -1,051 -5%
PA
534
Pinnacle Associates
New York
$1.95M -$80.7K -911 -4%
ANTB
535
AMG National Trust Bank
Colorado
$1.95M -$27.2K -307 -1%
SAM
536
Silvercrest Asset Management
New York
$1.95M +$17.7K +200 +0.9%
V
537
Veritable
Delaware
$1.94M -$9.74K -110 -0.5%
TRCT
538
Tower Research Capital (TRC)
New York
$1.93M +$764K +8,628 +66%
SAMC
539
Spectrum Asset Management (California)
California
$1.92M +$1.29M +14,555 +206%
PGFC
540
Peapack-Gladstone Financial Corp
New Jersey
$1.91M -$7.44K -84 -0.4%
VAG
541
VisionPoint Advisory Group
Texas
$1.91M -$426K -4,815 -18%
WCAMG
542
Woodard & Company Asset Management Group
North Carolina
$1.91M -$32.9K -371 -2%
THWM
543
Taylor Hoffman Wealth Management
Virginia
$1.91M -$107K -1,206 -5%
AP
544
Advisor Partners
California
$1.89M -$68.6K -774 -4%
PFS
545
Physicians Financial Services
North Carolina
$1.88M +$58.2K +657 +3%
PAM
546
Pegasus Asset Management
New York
$1.88M +$72.8K +822 +4%
PCA
547
Providence Capital Advisors
North Carolina
$1.88M +$47.5K +536 +3%
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.87M -$222K -2,389 -11%
CCM
549
Covington Capital Management
California
$1.87M +$153K +1,725 +9%
BAMF
550
BI Asset Management Fondsmaeglerselskab
Denmark
$1.87M -$188K -2,121 -9%
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