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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 %
LCOV
551
London Company of Virginia
Virginia
$1.6M -$63.2K -781 -4%
SYBT
552
Stock Yards Bank & Trust
Kentucky
$1.6M -$31.1K -385 -2%
MFG
553
Merit Financial Group
Georgia
$1.59M -$25.6K -316 -2%
FC
554
FORA Capital
Florida
$1.59M -$4.13M -51,116 -72%
CPO
555
Cerity Partners OCIO
New York
$1.58M -$67.1K -830 -4%
ISL
556
Ingalls & Snyder LLC
New York
$1.57M +$43.1K +533 +3%
RBA
557
Richard Bernstein Advisors
New York
$1.57M – – –
CA
558
Cetera Advisors
Colorado
$1.56M +$404 +5 +0%
NAM
559
NTV Asset Management
West Virginia
$1.56M +$115K +1,423 +8%
BO
560
Bank OZK
Arkansas
$1.56M +$8.09K +100 +0.5%
CBOR
561
Community Bank of Raymore
Missouri
$1.55M – – –
BBHC
562
Brown Brothers Harriman & Co
New York
$1.54M -$254K -3,140 -14%
FTI
563
Fiduciary Trust International
Massachusetts
$1.53M – – –
Tudor Investment Corp
564
Tudor Investment Corp
Connecticut
$1.53M -$3.55M -43,851 -70%
HPC
565
Hobart Private Capital
North Carolina
$1.52M -$186K -2,298 -11%
AP
566
Advisor Partners
California
$1.52M -$375K -4,636 -20%
PFM
567
Parsec Financial Management
North Carolina
$1.52M -$90.1K -1,114 -6%
EAM
568
Eagle Asset Management
Florida
$1.5M +$1.5M +18,559 New
SFS
569
Sowell Financial Services
Arkansas
$1.49M +$305K +3,769 +26%
SLG
570
Stanley-Laman Group
Pennsylvania
$1.49M +$17.7K +219 +1%
GTCM
571
Gyon Technologies Capital Management
New Jersey
$1.48M -$1.28M -15,862 -46%
LNC
572
Lincoln National Corp
Pennsylvania
$1.48M +$223K +2,762 +18%
SP
573
Successful Portfolios
Florida
$1.47M +$18.4K +228 +1%
UBG
574
United Bank (Georgia)
Georgia
$1.47M -$425K -5,258 -22%
SIC
575
Shoker Investment Counsel
Ohio
$1.47M +$32K +396 +2%
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