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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 %
GLA
626
Good Life Advisors
Pennsylvania
$1.43M +$271K +3,009 +23%
CF
627
Copperwynd Financial
Arizona
$1.41M +$1.41M +15,650 New
PAM
628
Pegasus Asset Management
New York
$1.39M +$25.5K +283 +2%
BA
629
Boston Advisors
Massachusetts
$1.38M +$7.65K +85 +0.6%
CFGS
630
Concourse Financial Group Securities
Alabama
$1.38M -$33.1K -368 -2%
CWP
631
Capital Wealth Planning
Florida
$1.38M +$121K +1,345 +10%
MSAM
632
Moloney Securities Asset Management
Missouri
$1.37M +$2.52K +28 +0.2%
SGCA
633
Steel Grove Capital Advisors
Tennessee
$1.36M -$6.94M -77,141 -84%
SBIA
634
Sheaff Brock Investment Advisors
Indiana
$1.35M -$129K -1,436 -9%
ACP
635
Ashfield Capital Partners
California
$1.35M +$4.77K +53 +0.4%
FNBTCON
636
First National Bank & Trust Co of Newtown
Pennsylvania
$1.34M – – –
VFA
637
Valeo Financial Advisors
Indiana
$1.34M -$1.32M -14,671 -50%
FPFS
638
First Personal Financial Services
North Carolina
$1.33M -$42.7K -474 -3%
IA
639
IFG Advisory
Georgia
$1.33M +$24.7K +275 +2%
NSEDCP
640
NJ State Employees Deferred Compensation Plan
New Jersey
$1.33M – – –
BW
641
Bison Wealth
Georgia
$1.32M +$166K +1,848 +14%
CI
642
Conning Inc
Connecticut
$1.31M -$5.4K -60 -0.4%
ONB
643
Old National Bancorp
Indiana
$1.31M -$21.3K -237 -2%
AIP
644
Ameritas Investment Partners
Nebraska
$1.31M +$22.2K +247 +2%
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M +$31.8K +353 +3%
SFS
646
Sowell Financial Services
Arkansas
$1.3M +$437K +4,850 +51%
AIS
647
American Investment Services
Massachusetts
$1.29M – – –
WA
648
WealthTrust Axiom
Pennsylvania
$1.29M -$4.5K -50 -0.3%
ARMC
649
American Research & Management Company
Massachusetts
$1.28M -$21.7K -241 -2%
RB
650
Rodgers Brothers
Pennsylvania
$1.26M +$134K +1,487 +12%
24 25
26
27 28