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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 %
AIM
551
Assured Investment Management
New York
$1.87M +$1.68M +18,652 +876%
SYBT
552
Stock Yards Bank & Trust
Kentucky
$1.86M +$21.7K +241 +1%
BCFS
553
Butensky & Cohen Financial Security
Florida
$1.85M +$112K +1,239 +6%
CNBT
554
Canandaigua National Bank & Trust
New York
$1.84M -$69K -766 -4%
FCA
555
FinTrust Capital Advisors
South Carolina
$1.84M -$29.8K -331 -2%
CL
556
Choreo LLC
Illinois
$1.82M -$62.2K -691 -3%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$1.82M +$89.6K +996 +5%
MIAN
558
Mariner Independent Advisor Network
Kansas
$1.8M +$8.02K +90 +0.4%
ISL
559
Ingalls & Snyder LLC
New York
$1.8M -$428K -4,756 -19%
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$1.8M -$111K -1,230 -6%
TCOT
561
Trust Company of Toledo
Ohio
$1.79M +$6.48K +72 +0.4%
ACM
562
Allred Capital Management
Texas
$1.78M -$30.4K -341 -2%
SSWM
563
Sheets Smith Wealth Management
North Carolina
$1.77M +$9.72K +108 +0.6%
KOCAA
564
Knights of Columbus Asset Advisors
Connecticut
$1.75M +$104K +1,160 +6%
MC
565
Machina Capital
France
$1.75M +$1.75M +19,428 New
PWP
566
Private Wealth Partners
California
$1.75M +$1.44M +16,001 +472%
MF
567
Magnetar Financial
Illinois
$1.74M +$1.74M +19,364 New
WCM
568
Whitener Capital Management
North Carolina
$1.74M -$22.7K -252 -1%
SLG
569
Stanley-Laman Group
Pennsylvania
$1.74M +$27.9K +310 +2%
NRS
570
Neville Rodie & Shaw
New York
$1.73M -$13.9K -154 -0.8%
HH
571
Hilltop Holdings
Texas
$1.72M +$608K +6,752 +54%
MMA
572
Miracle Mile Advisors
California
$1.72M +$1.72M +19,097 New
CBOR
573
Community Bank of Raymore
Missouri
$1.71M – – –
RCAG
574
Rehmann Capital Advisory Group
Michigan
$1.71M +$33.6K +373 +2%
FCCM
575
First City Capital Management
Georgia
$1.7M – – –
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