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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
601
WrapManager Inc
California
$1.51M -$20.2K -225 -1%
GBBWRPM
602
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.51M – – –
IWA
603
Intercontinental Wealth Advisors
Texas
$1.5M -$21.1K -235 -1%
MWNA
604
Marshall Wace North America
New York
$1.49M +$1.49M +16,601 New
MFG
605
Merit Financial Group
Georgia
$1.49M +$37.1K +412 +3%
WS
606
Wedbush Securities
California
$1.49M +$116K +1,292 +8%
TPA
607
Trivium Point Advisory
Connecticut
$1.49M +$30.7K +341 +2%
AAIM
608
American Assets Investment Management
California
$1.49M – – –
BBNA
609
Bremer Bank National Association
Minnesota
$1.49M +$1.49M +16,310 New
HT
610
Heritage Trust
Oklahoma
$1.48M +$1.44M +16,005 +4,157%
PCA
611
Providence Capital Advisors
North Carolina
$1.47M +$81.2K +902 +6%
BMA
612
Brooks Moore & Associates
Tennessee
$1.47M -$36.9K -410 -2%
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.47M -$4.5K -50 -0.3%
NWP
614
Northstar Wealth Partners
Connecticut
$1.47M +$7.2K +80 +0.5%
BFS
615
Bradley Foster & Sargent
Connecticut
$1.47M -$37.3K -415 -2%
AWM
616
Altavista Wealth Management
North Carolina
$1.47M -$90 -1 -0%
SIC
617
Shoker Investment Counsel
Ohio
$1.47M +$67.1K +746 +5%
HPC
618
HM Payson & Co
Maine
$1.46M +$1.46M +16,262 New
FDS
619
First Dallas Securities
Texas
$1.46M -$22.3K -248 -2%
VAS
620
Vestmark Advisory Solutions
Massachusetts
$1.46M +$1.46M +16,213 New
SBH
621
Segall Bryant & Hamill
Illinois
$1.46M -$420K -4,657 -22%
ACA
622
Atlas Capital Advisors
Wyoming
$1.44M +$1.44M +16,013 New
TW
623
TrinityPoint Wealth
Connecticut
$1.44M +$1.16M +12,879 +413%
NAM
624
NTV Asset Management
West Virginia
$1.43M – – –
SMC
625
Smith, Moore & Co
Missouri
$1.43M +$19.3K +214 +1%
23 24
25
26 27