DUK icon

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 %
WA
626
WealthTrust Axiom
Pennsylvania
$1.27M +$140K +1,734 +12%
SCA
627
Snowden Capital Advisors
New York
$1.27M -$221K -2,729 -15%
BMA
628
Brooks Moore & Associates
Tennessee
$1.27M -$40.4K -500 -3%
CFGS
629
Concourse Financial Group Securities
Alabama
$1.26M +$231K +2,853 +22%
HT
630
Heritage Trust
Oklahoma
$1.26M -$51.7K -640 -4%
ACP
631
Aviance Capital Partners
Florida
$1.25M +$896K +11,079 +251%
SMC
632
Smith, Moore & Co
Missouri
$1.25M +$143K +1,763 +13%
OWD
633
Osborn Williams & Donohoe
Ohio
$1.24M -$311K -3,851 -20%
COF
634
Capital One Financial
Virginia
$1.24M +$1.24M +15,268 New
FDS
635
First Dallas Securities
Texas
$1.23M -$20.2K -250 -2%
NL
636
NVWM LLC
Pennsylvania
$1.23M +$635K +7,858 +107%
ACP
637
Ashfield Capital Partners
California
$1.22M – – –
SBA
638
Secrest Blakey & Associates
North Carolina
$1.21M -$4.37K -54 -0.4%
TPA
639
Trivium Point Advisory
Connecticut
$1.2M -$76.3K -892 -6%
NSEDCP
640
NJ State Employees Deferred Compensation Plan
New Jersey
$1.19M – – –
ACM
641
Allred Capital Management
Texas
$1.19M -$51.8K -641 -4%
NGA
642
Naples Global Advisors
Florida
$1.18M +$131K +1,622 +13%
CCM
643
Covington Capital Management
California
$1.18M +$74.9K +926 +7%
FI
644
FormulaFolio Investments
Michigan
$1.17M +$38.7K +479 +3%
BCM
645
Buckhead Capital Management
Georgia
$1.16M -$12.7K -157 -1%
DCM
646
Donaldson Capital Management
Indiana
$1.16M +$52.6K +650 +5%
PPW
647
Parcion Private Wealth
Washington
$1.16M +$3.07K +38 +0.3%
FHA
648
First Horizon Advisors
Tennessee
$1.15M -$43.8K -542 -4%
AIS
649
American Investment Services
Massachusetts
$1.15M -$9.79K -121 -0.8%
GCM
650
Gables Capital Management
Florida
$1.15M +$215K +2,665 +23%
24 25
26
27 28