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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
676
Mitchell McLeod Pugh & Williams
Alabama
$1.27M +$49.3K +540 +4%
AF
677
Aldebaran Financial
$1.27M -$1.1K -12 -0.1%
CIC
678
Carnegie Investment Counsel
Ohio
$1.27M +$63.9K +700 +5%
PWW
679
Pettyjohn Wood & White
Virginia
$1.26M +$4.56K +50 +0.4%
HTC
680
Haverford Trust Company
Pennsylvania
$1.26M +$25.4K +279 +2%
PCM
681
Pinz Capital Management
New York
$1.26M +$1.26M +13,800 New
PIA
682
Piedmont Investment Advisors
North Carolina
$1.26M +$222K +2,429 +21%
DCM
683
Donaldson Capital Management
Indiana
$1.25M +$239K +2,619 +24%
AIP
684
Ameritas Investment Partners
Nebraska
$1.25M -$18.3K -201 -1%
SMC
685
Smith, Moore & Co
Missouri
$1.24M -$126K -1,379 -9%
PG
686
Pendal Group
Australia
$1.24M -$184K -2,012 -13%
CCM
687
Covington Capital Management
California
$1.24M +$159K +1,741 +15%
WSFS
688
Wilmington Savings Fund Society
Delaware
$1.23M -$75.1K -824 -6%
JCM
689
Jacobi Capital Management
Pennsylvania
$1.23M +$7.38K +78 +0.6%
VCA
690
Verdence Capital Advisors
Maryland
$1.23M -$55.1K -604 -4%
TG
691
TCW Group
California
$1.22M – – –
FC
692
Forte Capital
New York
$1.22M +$60.9K +668 +5%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$1.2M -$83.7K -917 -7%
GBT
694
Grove Bank & Trust
Florida
$1.2M -$9.76K -107 -0.8%
PFSC
695
Peoples Financial Services Corp
Pennsylvania
$1.19M – – –
EWM
696
Evermay Wealth Management
Virginia
$1.19M +$79K +866 +7%
WIA
697
Wealthstreet Investment Advisors
Texas
$1.19M -$36.4K -399 -3%
SIP
698
Stoneridge Investment Partners
Pennsylvania
$1.19M +$1.19M +13,012 New
NGA
699
Naples Global Advisors
Florida
$1.18M +$133K +1,454 +13%
CNC
700
Citizens & Northern Corp
Pennsylvania
$1.18M +$470K +5,152 +66%
26 27
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