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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 %
AAIM
526
American Assets Investment Management
California
$2.08M – – –
APC
527
Aspire Private Capital
North Carolina
$2.07M -$192K -2,099 -8%
CA
528
Cetera Advisors
Colorado
$2.07M +$36.1K +394 +2%
CAM
529
Columbia Asset Management
Michigan
$2.06M +$153K +1,634 +8%
CC
530
Constitution Capital
Connecticut
$2.06M +$2.06M +22,480 New
GW
531
GW & Wade
Massachusetts
$2.05M -$75.5K -824 -4%
LIA
532
LS Investment Advisors
Michigan
$2.04M -$264K -2,884 -11%
PA
533
Pinnacle Associates
New York
$2.03M +$11.7K +128 +0.6%
IA
534
IFG Advisory
Georgia
$2.01M +$243K +2,654 +14%
TU
535
TDAM USA
Ontario, Canada
$2.01M -$6.4M -69,876 -76%
Holocene Advisors
536
Holocene Advisors
New York
$2.01M -$2.24M -24,414 -53%
ANTB
537
AMG National Trust Bank
Colorado
$2M -$15.6K -170 -0.8%
PAM
538
Pegasus Asset Management
New York
$2M +$56.3K +615 +3%
NHC
539
Nicholas Hoffman & Company
Georgia
$2M +$99K +1,082 +5%
THWM
540
Taylor Hoffman Wealth Management
Virginia
$1.99M +$14.3K +156 +0.7%
TCOT
541
Trust Company of Toledo
Ohio
$1.96M -$127K -1,383 -6%
GLLW
542
Graves Light Lenhart Wealth
Virginia
$1.96M -$57.1K -623 -3%
BO
543
Bank OZK
Arkansas
$1.96M -$164K -1,792 -8%
WCAMG
544
Woodard & Company Asset Management Group
North Carolina
$1.95M -$17.2K -188 -0.9%
ONST
545
Old North State Trust
North Carolina
$1.95M -$79.4K -867 -4%
PWP
546
Principle Wealth Partners
Connecticut
$1.95M +$1.95M +21,297 New
WIS
547
Wright Investors Service
Connecticut
$1.94M +$63K +688 +3%
KTM
548
Keeler Thomas Management
Utah
$1.94M -$1.74M -19,037 -47%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.92M +$155K +1,688 +9%
MIAN
550
Mariner Independent Advisor Network
Kansas
$1.92M -$11.7K -128 -0.6%
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