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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 %
BFS
576
Bradley Foster & Sargent
Connecticut
$1.74M +$68.6K +749 +4%
CBOR
577
Community Bank of Raymore
Missouri
$1.74M – – –
SFP
578
Shepherd Financial Partners
Massachusetts
$1.74M +$84K +918 +5%
NSB
579
Norway Savings Bank
Maine
$1.73M +$110K +1,205 +7%
SIC
580
Shoker Investment Counsel
Ohio
$1.73M +$31K +339 +2%
PJSIMP
581
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.73M -$167K -1,777 -9%
FCA
582
FinTrust Capital Advisors
South Carolina
$1.72M +$12.2K +133 +0.7%
PWW
583
Pettyjohn Wood & White
Virginia
$1.72M -$15.7K -171 -0.9%
ECM
584
Everence Capital Management
Indiana
$1.71M -$845K -9,230 -33%
NGA
585
Naples Global Advisors
Florida
$1.71M +$103K +1,129 +6%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$1.71M +$1.44M +15,764 +553%
HIMC
587
Heritage Investors Management Corp
Maryland
$1.7M +$16.8K +183 +1%
NAM
588
NTV Asset Management
West Virginia
$1.7M -$641 -7 -0%
SP
589
Successful Portfolios
Florida
$1.69M – – –
DHFB
590
Dixon Hubard Feinour & Brown
Virginia
$1.66M – – –
EWM
591
Evermay Wealth Management
Virginia
$1.65M -$81.7K -892 -5%
WJWM
592
Williams Jones Wealth Management
New York
$1.64M -$284K -3,100 -15%
Wolverine Trading
593
Wolverine Trading
Illinois
$1.62M +$1.09M +11,994 +203%
SP
594
SWS Partners
Ohio
$1.62M +$155K +1,689 +11%
PP
595
Palladium Partners
Virginia
$1.6M +$4.12K +45 +0.3%
PFM
596
Parsec Financial Management
North Carolina
$1.6M +$86.1K +940 +6%
WHG
597
Westwood Holdings Group
Texas
$1.59M +$126K +1,379 +9%
QOP
598
Quinn Opportunity Partners
Virginia
$1.57M +$1.57M +17,094 New
FF
599
FourThought Financial
Florida
$1.56M +$1.56M +17,045 New
IA
600
IFP Advisors
Florida
$1.55M -$203K -2,227 -12%
22 23
24
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