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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 %
ACP
651
Ashfield Capital Partners
California
$1.3M -$18.3K -200 -1%
OTPPB
652
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.3M +$1.02M +11,166 +375%
Lido Advisors
653
Lido Advisors
California
$1.29M -$236K -2,574 -15%
CIC
654
Carnegie Investment Counsel
Ohio
$1.29M -$2.93K -32 -0.2%
DCM
655
Donaldson Capital Management
Indiana
$1.28M +$9.89K +108 +0.8%
EH
656
Employers Holdings
Nevada
$1.28M – – –
MHS
657
M Holdings Securities
Oregon
$1.28M +$21.6K +236 +2%
HFM
658
Hartford Financial Management
Connecticut
$1.28M -$2.56K -28 -0.2%
MMPW
659
Mitchell McLeod Pugh & Williams
Alabama
$1.28M -$6.04K -66 -0.5%
UBV
660
United Bank (Virginia)
Virginia
$1.27M +$275K +3,000 +28%
PWP
661
Private Wealth Partners
California
$1.27M +$91.6K +1,000 +8%
PTC
662
Private Trust Company
Ohio
$1.27M +$160K +1,753 +14%
TBA
663
Tower Bridge Advisors
Pennsylvania
$1.26M +$825K +9,009 +190%
CWC
664
Carolinas Wealth Consulting
North Carolina
$1.26M -$9.43K -103 -0.7%
CS
665
Comerica Securities
Michigan
$1.26M -$33.9K -370 -3%
SBIA
666
Sheaff Brock Investment Advisors
Indiana
$1.25M -$202K -2,208 -14%
SGCA
667
Steel Grove Capital Advisors
Tennessee
$1.25M +$1.28K +14 +0.1%
SIM
668
Stratos Investment Management
Ohio
$1.24M +$81.3K +888 +7%
EARNEST Partners
669
EARNEST Partners
Georgia
$1.24M -$3.67M -40,126 -75%
TG
670
TCW Group
California
$1.23M -$73.2K -800 -6%
AC
671
Alley Company
Illinois
$1.23M +$1.23M +13,453 New
ZIC
672
ZWJ Investment Counsel
Georgia
$1.22M +$58.4K +638 +5%
GBT
673
Grove Bank & Trust
Florida
$1.21M +$20.3K +222 +2%
MCM
674
Mitchell Capital Management
Kansas
$1.21M +$86.1K +941 +8%
SCM
675
Southport Capital Management
Tennessee
$1.21M +$24.5K +268 +2%
25 26
27
28 29