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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 %
HFS
651
Horizon Financial Services
North Carolina
$1.32M +$1.32M +14,865 New
PPW
652
Parcion Private Wealth
Washington
$1.32M – – –
APA
653
American Portfolios Advisors
New York
$1.31M -$343K -3,874 -21%
BSA
654
Bull Street Advisors
Georgia
$1.31M – – –
NSEDCP
655
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M – – –
HT
656
Heritage Trust
Oklahoma
$1.3M +$4.43K +50 +0.3%
NI
657
Nepsis Inc
Minnesota
$1.29M +$176K +1,983 +16%
ACP
658
Ashfield Capital Partners
California
$1.27M -$42.3K -477 -3%
SOAMC
659
Spirit of America Management Corp
New York
$1.27M +$88.6K +1,000 +8%
TG
660
TCW Group
California
$1.27M -$36.4K -411 -3%
SCA
661
Stonebridge Capital Advisors
Minnesota
$1.25M -$22.2K -251 -2%
AIS
662
American Investment Services
Massachusetts
$1.25M – – –
CS
663
Comerica Securities
Michigan
$1.25M -$115K -1,296 -8%
CIC
664
Carnegie Investment Counsel
Ohio
$1.25M -$38K -430 -3%
MCIA
665
Mountain Capital Investment Advisors
Colorado
$1.25M +$1.25M +13,405 New
MMPW
666
Mitchell McLeod Pugh & Williams
Alabama
$1.24M – – –
EH
667
Employers Holdings
Nevada
$1.24M +$331K +3,735 +36%
HFM
668
Hartford Financial Management
Connecticut
$1.24M +$1.68K +19 +0.1%
DCM
669
Donaldson Capital Management
Indiana
$1.23M -$11.8K -133 -0.9%
CWC
670
Carolinas Wealth Consulting
North Carolina
$1.23M +$61.7K +697 +5%
SC
671
Scotia Capital
Ontario, Canada
$1.22M -$10.2K -115 -0.8%
MHS
672
M Holdings Securities
Oregon
$1.22M -$36.1K -407 -3%
SGCA
673
Steel Grove Capital Advisors
Tennessee
$1.21M -$27K -305 -2%
BW
674
Bison Wealth
Georgia
$1.19M -$21.2K -239 -2%
LDFR
675
Lehman & Derafelo Financial Resources
Pennsylvania
$1.19M +$56.5K +638 +5%
25 26
27
28 29