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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
576
Successful Portfolios
Florida
$1.72M -$9.88K -103 -0.6%
PFS
577
Physicians Financial Services
North Carolina
$1.71M -$2.97K -31 -0.2%
CF
578
Copperwynd Financial
Arizona
$1.71M +$181K +1,960 +12%
APP
579
Avantax Planning Partners
Iowa
$1.7M +$856K +8,930 +101%
BO
580
Bank OZK
Arkansas
$1.7M -$4.79K -50 -0.3%
TCOV
581
Trust Company of Vermont
Vermont
$1.7M -$3.36K -35 -0.2%
MFG
582
Merit Financial Group
Georgia
$1.7M +$46.9K +489 +3%
GIM
583
Guardian Investment Management
California
$1.69M – – –
WS
584
Wedbush Securities
California
$1.67M +$91.9K +959 +6%
NWP
585
Northstar Wealth Partners
Connecticut
$1.67M +$48.8K +509 +3%
PCA
586
Providence Capital Advisors
North Carolina
$1.66M +$31.8K +332 +2%
SSWM
587
Sheets Smith Wealth Management
North Carolina
$1.65M -$230K -2,399 -12%
AUB
588
Atlantic Union Bankshares
Virginia
$1.65M -$43.7K -456 -3%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.65M +$192K +2,006 +13%
SCM
590
Shelton Capital Management
Colorado
$1.65M – – –
SIC
591
Shoker Investment Counsel
Ohio
$1.64M +$48.4K +505 +3%
GLA
592
Good Life Advisors
Pennsylvania
$1.64M +$37K +385 +2%
ACM
593
Allred Capital Management
Texas
$1.64M -$273K -2,840 -14%
HCM
594
Hall Capital Management
Rhode Island
$1.64M -$6.23K -65 -0.4%
BMA
595
Brooks Moore & Associates
Tennessee
$1.63M -$9.59K -100 -0.6%
BFM
596
Boothbay Fund Management
New York
$1.63M +$256K +2,668 +19%
IA
597
IFG Advisory
Georgia
$1.62M -$43.8K -457 -3%
SVWAG
598
Sound View Wealth Advisors Group
Georgia
$1.62M -$39.8K -415 -2%
TW
599
TrinityPoint Wealth
Connecticut
$1.6M +$33.6K +359 +2%
SC
600
Scotia Capital
Ontario, Canada
$1.6M +$915K +9,548 +133%
22 23
24
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