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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 %
WCM
626
Weld Capital Management
New York
$1.44M +$591K +6,454 +70%
CSS
627
Cubist Systematic Strategies
Connecticut
$1.44M -$18.3M -199,733 -93%
FNFDCM
628
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.43M -$23.2K -254 -2%
FDS
629
First Dallas Securities
Texas
$1.43M -$104K -1,140 -7%
GCM
630
Gables Capital Management
Florida
$1.43M – – –
LWAC
631
Laurel Wealth Advisors (California)
California
$1.42M -$51.9K -567 -4%
ClearBridge Investments
632
ClearBridge Investments
New York
$1.41M -$47.6K -520 -3%
PAMG
633
Patton Albertson Miller Group
Tennessee
$1.4M -$43.7K -494 -3%
ACP
634
Aviance Capital Partners
Florida
$1.39M -$27.5K -300 -2%
HCM
635
Hall Capital Management
Rhode Island
$1.39M -$11.9K -130 -0.9%
FA
636
FDx Advisors
Illinois
$1.37M +$10.3K +112 +0.8%
BMA
637
Brooks Moore & Associates
Tennessee
$1.36M -$824 -9 -0.1%
First Manhattan
638
First Manhattan
New York
$1.36M -$45.6K -498 -3%
BSA
639
Bull Street Advisors
Georgia
$1.36M +$6.59K +72 +0.5%
TCOV
640
Trust Company of Vermont
Vermont
$1.36M -$12.7K -139 -0.9%
SOAMC
641
Spirit of America Management Corp
New York
$1.36M +$45.8K +500 +3%
B
642
Bailard
California
$1.35M +$151K +1,650 +13%
SCA
643
Stonebridge Capital Advisors
Minnesota
$1.35M +$58K +633 +4%
NI
644
Nepsis Inc
Minnesota
$1.35M +$21.3K +233 +2%
NSEDCP
645
NJ State Employees Deferred Compensation Plan
New Jersey
$1.35M – – –
HFS
646
Horizon Financial Services
North Carolina
$1.35M -$16.1K -176 -1%
FNT
647
First National Trust
Pennsylvania
$1.34M -$92.2K -1,007 -6%
HT
648
Heritage Trust
Oklahoma
$1.34M -$2.75K -30 -0.2%
APA
649
American Portfolios Advisors
New York
$1.32M -$31.9K -348 -2%
PPW
650
Parcion Private Wealth
Washington
$1.32M – – –
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