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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 %
MIAN
551
Mariner Independent Advisor Network
Kansas
$1.87M -$42.3K -478 -2%
WJWM
552
Williams Jones Wealth Management
New York
$1.86M +$297K +3,358 +19%
Rockefeller Capital Management
553
Rockefeller Capital Management
New York
$1.86M +$13.9K +157 +0.8%
SLI
554
Sumitomo Life Insurance
Japan
$1.86M -$78.2K -883 -4%
MSAM
555
Moloney Securities Asset Management
Missouri
$1.84M +$21.7K +245 +1%
NHC
556
Nicholas Hoffman & Company
Georgia
$1.84M +$3.54K +40 +0.2%
EM
557
Excalibur Management
Massachusetts
$1.83M -$146K -1,644 -7%
BHA
558
Beech Hill Advisors
New York
$1.83M +$1.83M +20,625 New
MHI
559
Miller Howard Investments
New York
$1.82M -$53.5K -604 -3%
Cetera Investment Advisers
560
Cetera Investment Advisers
Illinois
$1.81M +$147K +1,656 +9%
WIS
561
Wright Investors Service
Connecticut
$1.81M -$205K -2,312 -10%
BWM
562
BerganKDV Wealth Management
Minnesota
$1.8M -$74.7K -844 -4%
CAM
563
Columbia Asset Management
Michigan
$1.8M -$38.1K -430 -2%
GIM
564
Guardian Investment Management
California
$1.8M -$26.6K -300 -1%
MFG
565
Merit Financial Group
Georgia
$1.79M -$7.08K -80 -0.4%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$1.79M +$89.6K +1,012 +5%
WSTAM
567
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M -$215K -2,428 -11%
SLG
568
Stanley-Laman Group
Pennsylvania
$1.77M +$139K +1,565 +9%
NRS
569
Neville Rodie & Shaw
New York
$1.76M -$301K -3,400 -15%
NWP
570
Northstar Wealth Partners
Connecticut
$1.76M +$58.9K +665 +3%
SYBT
571
Stock Yards Bank & Trust
Kentucky
$1.76M -$443 -5 -0%
LCOV
572
London Company of Virginia
Virginia
$1.76M +$4.34K +49 +0.2%
JHCP
573
Jackson Hole Capital Partners
Oklahoma
$1.75M +$165K +1,865 +10%
HC
574
HNP Capital
New York
$1.74M +$211K +2,257 +14%
CPO
575
Cerity Partners OCIO
New York
$1.73M +$14K +158 +0.8%
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