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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 %
HTC
651
Haverford Trust Company
Pennsylvania
$1.14M +$22.3K +276 +2%
SCA
652
Stonebridge Capital Advisors
Minnesota
$1.14M -$33.1K -409 -3%
AF
653
Aldebaran Financial
$1.14M +$8.25K +102 +0.7%
CIC
654
Carnegie Investment Counsel
Ohio
$1.14M +$9.46K +117 +0.8%
WIA
655
Wealthstreet Investment Advisors
Texas
$1.14M +$81.8K +1,012 +8%
QC
656
Quadrature Capital
United Kingdom
$1.13M +$1.13M +13,973 New
WSFS
657
Wilmington Savings Fund Society
Delaware
$1.13M +$37.6K +465 +3%
PIA
658
Piedmont Investment Advisors
North Carolina
$1.13M +$15.4K +191 +1%
BW
659
Bison Wealth
Georgia
$1.13M -$95.9K -1,186 -8%
HFM
660
Hartford Financial Management
Connecticut
$1.12M +$978K +12,083 +672%
FC
661
Forte Capital
New York
$1.12M +$38.5K +476 +4%
SC
662
Savant Capital
Illinois
$1.12M +$165K +2,035 +17%
PWW
663
Pettyjohn Wood & White
Virginia
$1.12M -$1.21K -15 -0.1%
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$1.11M -$13.8K -170 -1%
EWM
665
Evermay Wealth Management
Virginia
$1.1M +$51K +630 +5%
VAM
666
Verity Asset Management
North Carolina
$1.1M +$524K +6,455 +92%
CIP
667
Convergence Investment Partners
Florida
$1.1M -$49.7K -615 -4%
BSA
668
Bull Street Advisors
Georgia
$1.09M +$347K +4,295 +47%
TC
669
Toews Corporation
New Jersey
$1.08M +$1.08M +13,400 New
AIP
670
Ameritas Investment Partners
Nebraska
$1.08M -$21.7K -269 -2%
PWP
671
Private Wealth Partners
California
$1.08M -$655K -8,100 -38%
TG
672
TCW Group
California
$1.08M – – –
GBT
673
Grove Bank & Trust
Florida
$1.08M +$18.8K +232 +2%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$1.07M +$16.2K +200 +2%
S
675
SignatureFD
Georgia
$1.07M +$45.7K +565 +4%
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