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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMC
601
Heritage Investors Management Corp
Maryland
$1.64M -$2.55K -28 -0.2%
SP
602
Successful Portfolios
Florida
$1.64M +$7.84K +86 +0.5%
NWP
603
Northstar Wealth Partners
Connecticut
$1.63M +$40K +439 +3%
NAM
604
NTV Asset Management
West Virginia
$1.63M +$161K +1,765 +11%
Los Angeles Capital Management
605
Los Angeles Capital Management
California
$1.62M -$230K -2,522 -12%
SIC
606
Shoker Investment Counsel
Ohio
$1.62M +$53.3K +585 +3%
ZIC
607
ZWJ Investment Counsel
Georgia
$1.61M +$280K +3,067 +21%
GIM
608
Guardian Investment Management
California
$1.6M – – –
KC
609
Kingfisher Capital
North Carolina
$1.6M +$183K +2,011 +13%
AUB
610
Atlantic Union Bankshares
Virginia
$1.6M +$23.2K +254 +1%
TCOV
611
Trust Company of Vermont
Vermont
$1.59M -$24K -263 -1%
WCAMG
612
Woodard & Company Asset Management Group
North Carolina
$1.59M -$150K -1,649 -9%
SSWM
613
Sheets Smith Wealth Management
North Carolina
$1.59M +$15.4K +169 +1%
KWM
614
Kingsview Wealth Management
Oregon
$1.58M +$740K +8,109 +88%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M +$7.21K +79 +0.5%
MSAM
616
Moloney Securities Asset Management
Missouri
$1.57M +$161K +1,765 +11%
VNIM
617
Vaughan Nelson Investment Management
Texas
$1.56M +$310K +3,400 +25%
APP
618
Avantax Planning Partners
Iowa
$1.55M -$73.1K -801 -5%
ZCA
619
Zeke Capital Advisors
Pennsylvania
$1.55M -$149K -1,636 -9%
WIS
620
Wright Investors Service
Connecticut
$1.54M -$305K -3,347 -17%
PP
621
Palladium Partners
Virginia
$1.54M -$122K -1,337 -7%
Lido Advisors
622
Lido Advisors
California
$1.54M +$130K +1,428 +9%
HCM
623
Hall Capital Management
Rhode Island
$1.53M -$24.6K -270 -2%
SC
624
Scotia Capital
Ontario, Canada
$1.52M -$3.47K -38 -0.2%
GBBWRPM
625
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.52M – – –
23 24
25
26 27