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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBBWRPM
601
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.35M -$4.04K -50 -0.3%
Cetera Investment Advisers
602
Cetera Investment Advisers
Illinois
$1.34M +$41K +507 +3%
MHS
603
M Holdings Securities
Oregon
$1.34M +$1.34M +16,553 New
KFP
604
KMG Fiduciary Partners
Ohio
$1.34M -$993K -12,271 -43%
BFS
605
Bradley Foster & Sargent
Connecticut
$1.34M +$89.7K +1,109 +7%
BCM
606
Brookstone Capital Management
Illinois
$1.33M -$2.61M -32,289 -66%
Lido Advisors
607
Lido Advisors
California
$1.33M -$30.1K -372 -2%
SC
608
Scotia Capital
Ontario, Canada
$1.33M -$22K -272 -2%
BAM
609
Belpointe Asset Management
Nevada
$1.33M +$116K +1,433 +10%
SVWAG
610
Sound View Wealth Advisors Group
Georgia
$1.32M +$9.22K +114 +0.7%
ClearBridge Investments
611
ClearBridge Investments
New York
$1.32M -$27.5M -339,940 -95%
WJWM
612
Williams Jones Wealth Management
New York
$1.31M +$538K +6,649 +69%
NI
613
Nepsis Inc
Minnesota
$1.31M -$443K -5,475 -25%
WS
614
Wedbush Securities
California
$1.31M +$18K +223 +1%
PCIA
615
Prime Capital Investment Advisors
Kansas
$1.31M -$185K -2,287 -12%
TCOV
616
Trust Company of Vermont
Vermont
$1.3M -$108K -1,341 -8%
FNFDCM
617
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.3M -$37.9K -469 -3%
APA
618
American Portfolios Advisors
New York
$1.3M -$15.2K -188 -1%
ACM
619
AlphaCrest Capital Management
New York
$1.29M -$5.49M -67,879 -81%
SBH
620
Segall Bryant & Hamill
Illinois
$1.29M -$24.4K -302 -2%
PP
621
Palladium Partners
Virginia
$1.29M -$78.7K -973 -6%
VFA
622
Valeo Financial Advisors
Indiana
$1.29M +$24.3K +269 +2%
HCM
623
Hall Capital Management
Rhode Island
$1.28M -$75.8K -938 -6%
PAMG
624
Patton Albertson Miller Group
Tennessee
$1.28M -$66.1K -817 -5%
SGCA
625
Steel Grove Capital Advisors
Tennessee
$1.28M +$19.9K +246 +2%
23 24
25
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