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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 %
EM
551
Excalibur Management
Massachusetts
$1.9M +$11.4K +124 +0.6%
CFGS
552
Concourse Financial Group Securities
Alabama
$1.9M +$356K +3,886 +23%
SW
553
SVB Wealth
Massachusetts
$1.9M +$140K +1,531 +8%
VRM
554
Vectors Research Management
New York
$1.89M +$192K +2,092 +11%
HC
555
HNP Capital
New York
$1.88M +$171K +1,867 +10%
PFS
556
Physicians Financial Services
North Carolina
$1.88M -$71.3K -779 -4%
GIM
557
Guardian Investment Management
California
$1.85M – – –
JHCP
558
Jackson Hole Capital Partners
Oklahoma
$1.85M +$42.2K +461 +2%
MSAM
559
Moloney Securities Asset Management
Missouri
$1.84M -$60.7K -663 -3%
BHA
560
Beech Hill Advisors
New York
$1.83M -$59.5K -650 -3%
BWM
561
BerganKDV Wealth Management
Minnesota
$1.83M -$33.4K -365 -2%
MHI
562
Miller Howard Investments
New York
$1.83M -$56.1K -613 -3%
MFG
563
Merit Financial Group
Georgia
$1.82M -$32.1K -351 -2%
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$1.82M -$108K -1,179 -6%
VFA
565
Valeo Financial Advisors
Indiana
$1.82M +$33.7K +368 +2%
CA
566
Commerzbank Aktiengesellschaft
Germany
$1.81M +$32K +349 +2%
PFM
567
Premier Fund Managers
United Kingdom
$1.81M – – –
LCOV
568
London Company of Virginia
Virginia
$1.81M -$4.49K -49 -0.2%
SYBT
569
Stock Yards Bank & Trust
Kentucky
$1.81M -$15.1K -165 -0.8%
WSTAM
570
Wilbanks Smith & Thomas Asset Management
Virginia
$1.8M -$31.9K -348 -2%
NA
571
NewEdge Advisors
Louisiana
$1.79M -$363K -3,967 -17%
CPO
572
Cerity Partners OCIO
New York
$1.76M -$27K -295 -2%
LNC
573
Lincoln National Corp
Pennsylvania
$1.76M +$3.21K +35 +0.2%
WP
574
WealthShield Partners
North Carolina
$1.74M +$17.2K +188 +1%
SLI
575
Sumitomo Life Insurance
Japan
$1.74M -$180K -1,964 -9%
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23
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