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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
626
WealthTrust Axiom
Pennsylvania
$1.43M +$47.7K +539 +3%
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$1.42M +$9.65K +109 +0.7%
LWAC
628
Laurel Wealth Advisors (California)
California
$1.42M +$392K +4,426 +38%
SBA
629
Secrest Blakey & Associates
North Carolina
$1.42M +$51.1K +577 +4%
WIA
630
Wealthstreet Investment Advisors
Texas
$1.42M +$117K +1,320 +9%
SP
631
SWS Partners
Ohio
$1.41M +$267K +3,017 +23%
WHG
632
Westwood Holdings Group
Texas
$1.41M +$1.09M +12,338 +344%
CL
633
Choreo LLC
Illinois
$1.41M -$287K -3,238 -17%
FNFDCM
634
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M – – –
SBH
635
Segall Bryant & Hamill
Illinois
$1.41M +$57.3K +648 +4%
KFP
636
KMG Fiduciary Partners
Ohio
$1.41M -$30.7K -347 -2%
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$1.41M -$50.3K -568 -3%
ClearBridge Investments
638
ClearBridge Investments
New York
$1.41M -$33.2K -375 -2%
BCM
639
Buckhead Capital Management
Georgia
$1.41M +$135K +1,522 +11%
FNT
640
First National Trust
Pennsylvania
$1.39M -$114K -1,287 -8%
FNC
641
First National Corp
Massachusetts
$1.39M -$58.7K -370 -4%
GCM
642
Gables Capital Management
Florida
$1.38M -$106K -1,200 -7%
ACP
643
Aviance Capital Partners
Florida
$1.37M – – –
First Manhattan
644
First Manhattan
New York
$1.36M -$362K -4,085 -21%
WS
645
Wedbush Securities
California
$1.36M -$10.6K -120 -0.8%
HCM
646
Hall Capital Management
Rhode Island
$1.35M -$45.4K -513 -3%
NIPH
647
NN Investment Partners Holdings
Netherlands
$1.33M +$89.7K +1,013 +7%
TCOV
648
Trust Company of Vermont
Vermont
$1.32M -$25.1K -284 -2%
FA
649
FDx Advisors
Illinois
$1.32M -$591K -6,674 -31%
BMA
650
Brooks Moore & Associates
Tennessee
$1.32M +$73K +824 +6%
24 25
26
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