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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 %
CA
576
Commerzbank Aktiengesellschaft
Germany
$1.72M +$1.72M +19,466 New
VFA
577
Valeo Financial Advisors
Indiana
$1.72M +$13.7K +155 +0.8%
IA
578
IFG Advisory
Georgia
$1.71M +$114K +1,290 +7%
KRSITF
579
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.71M +$106K +1,193 +7%
SMC
580
Smith, Moore & Co
Missouri
$1.7M -$34K -384 -2%
IA
581
IFP Advisors
Florida
$1.7M +$46.3K +523 +3%
SW
582
SVB Wealth
Massachusetts
$1.7M +$56.9K +643 +3%
LNC
583
Lincoln National Corp
Pennsylvania
$1.7M -$7.62K -86 -0.4%
CBOR
584
Community Bank of Raymore
Missouri
$1.68M -$13.3K -150 -0.8%
PWW
585
Pettyjohn Wood & White
Virginia
$1.68M +$478K +5,399 +40%
EWM
586
Evermay Wealth Management
Virginia
$1.67M +$379K +4,275 +29%
WP
587
WealthShield Partners
North Carolina
$1.67M +$1.05M +11,845 +169%
DHFB
588
Dixon Hubard Feinour & Brown
Virginia
$1.66M -$136K -1,532 -8%
VRM
589
Vectors Research Management
New York
$1.65M +$188K +2,112 +13%
PFM
590
Premier Fund Managers
United Kingdom
$1.65M +$177K +2,150 +12%
NAM
591
NTV Asset Management
West Virginia
$1.65M -$4.07K -46 -0.2%
SIC
592
Shoker Investment Counsel
Ohio
$1.64M +$13.5K +152 +0.8%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$1.64M -$1.09M -12,315 -40%
SP
594
Successful Portfolios
Florida
$1.64M – – –
HIMC
595
Heritage Investors Management Corp
Maryland
$1.63M -$3.72K -42 -0.2%
B
596
Barings
North Carolina
$1.62M +$817K +9,221 +102%
BFS
597
Bradley Foster & Sargent
Connecticut
$1.62M +$1.62M +18,267 New
SFP
598
Shepherd Financial Partners
Massachusetts
$1.6M +$931K +10,511 +140%
NSB
599
Norway Savings Bank
Maine
$1.57M +$99.2K +1,120 +7%
WG
600
Winton Group
United Kingdom
$1.57M -$813K -9,179 -34%
22 23
24
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