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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 %
SCM
676
Southport Capital Management
Tennessee
$1.07M +$51K +630 +5%
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$1.07M -$88.7K -1,097 -8%
HB
678
Homrich & Berg
Georgia
$1.07M +$89.3K +1,104 +9%
AC
679
Allstate Corporation
Illinois
$1.06M -$923K -11,416 -46%
NIPH
680
NN Investment Partners Holdings
Netherlands
$1.06M +$173K +2,134 +19%
AIL
681
AGF Investments LLC
Ontario, Canada
$1.06M -$84.6K -1,046 -7%
CWC
682
Carolinas Wealth Consulting
North Carolina
$1.05M +$264K +3,274 +34%
LDFR
683
Lehman & Derafelo Financial Resources
Pennsylvania
$1.05M +$32.4K +400 +3%
TC
684
Truvestments Capital
Florida
$1.05M -$299K -3,703 -22%
IWA
685
Intercontinental Wealth Advisors
Texas
$1.04M +$479K +5,925 +85%
VCA
686
Verdence Capital Advisors
Maryland
$1.02M -$62.8K -777 -6%
GG
687
Gofen & Glossberg
Illinois
$1.02M -$3.23K -40 -0.3%
QT
688
Quantbot Technologies
New York
$1.02M +$1.02M +12,641 New
CPIA
689
Cornell Pochily Investment Advisors
New York
$1.02M +$50.5K +624 +5%
AA
690
Argent Advisors
Louisiana
$1.02M +$95.7K +1,183 +10%
NSB
691
Norway Savings Bank
Maine
$1.02M +$249K +3,084 +33%
WANY
692
Wealthspire Advisors (New York)
New York
$1.01M +$713K +8,815 +240%
EM
693
Excalibur Management
Massachusetts
$1M +$441K +5,456 +78%
ONB
694
Old National Bancorp
Indiana
$1M -$3.07K -38 -0.3%
GRP
695
Global Retirement Partners
California
$1M -$130K -1,610 -11%
RM
696
Resource Management
Louisiana
$1M +$5.66K +70 +0.6%
IC
697
InterOcean Capital
Illinois
$990K – – –
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$989K +$518K +6,409 +110%
FT
699
Fiduciary Trust
Massachusetts
$988K +$5.74K +71 +0.6%
SC
700
Sawyer & Company
Massachusetts
$986K +$21K +260 +2%
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