DUK icon

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 %
BBHC
601
Brown Brothers Harriman & Co
New York
$1.55M +$9.52K +104 +0.6%
ODCM
602
Old Dominion Capital Management
Virginia
$1.54M -$10.9K -119 -0.7%
CWG
603
Cornerstone Wealth Group
North Carolina
$1.54M -$3.69M -40,345 -71%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$1.54M +$64.1K +700 +4%
WIA
605
Wealthstreet Investment Advisors
Texas
$1.54M +$69.5K +759 +5%
BW
606
Bison Wealth
Georgia
$1.53M +$297K +3,241 +24%
Rafferty Asset Management
607
Rafferty Asset Management
New York
$1.53M +$388K +4,238 +34%
DF
608
Donoghue Forlines
Massachusetts
$1.53M +$1.53M +16,693 New
FANJ
609
Financial Architects (New Jersey)
New Jersey
$1.53M +$24K +262 +2%
KFP
610
KMG Fiduciary Partners
Ohio
$1.53M +$98.9K +1,102 +7%
ISL
611
Ingalls & Snyder LLC
New York
$1.52M -$33K -360 -2%
AWM
612
Altavista Wealth Management
North Carolina
$1.52M – – –
SMC
613
Smith, Moore & Co
Missouri
$1.52M -$245K -2,671 -14%
TPA
614
Trivium Point Advisory
Connecticut
$1.52M +$50.5K +562 +3%
UBG
615
United Bank (Georgia)
Georgia
$1.51M +$31K +339 +2%
BCM
616
Buckhead Capital Management
Georgia
$1.51M +$54.8K +598 +4%
NRS
617
Neville Rodie & Shaw
New York
$1.5M -$320K -3,497 -18%
WS
618
Wedbush Securities
California
$1.48M +$79.3K +866 +6%
GLA
619
Good Life Advisors
Pennsylvania
$1.48M -$63.8K -696 -4%
JWCA
620
J.W. Cole Advisors
Florida
$1.48M -$4.37M -47,683 -75%
FSA
621
Franklin Street Advisors
North Carolina
$1.48M -$38.7K -423 -3%
CPIA
622
Cornell Pochily Investment Advisors
New York
$1.48M -$17.2K -188 -1%
WA
623
WealthTrust Axiom
Pennsylvania
$1.47M +$275 +3 +0%
FCCM
624
First City Capital Management
Georgia
$1.47M -$1.45M -16,042 -50%
SBH
625
Segall Bryant & Hamill
Illinois
$1.46M -$1.19K -13 -0.1%
23 24
25
26 27