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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 %
FC
676
Forte Capital
New York
$1.21M +$59.5K +650 +5%
SC
677
Scotia Capital
Ontario, Canada
$1.2M -$58.3K -637 -5%
PFSC
678
Peoples Financial Services Corp
Pennsylvania
$1.2M – – –
NIPH
679
NN Investment Partners Holdings
Netherlands
$1.19M -$178K -1,947 -13%
TYCC
680
Texas Yale Capital Corp
Florida
$1.19M +$52.8K +577 +5%
MA
681
Mutual Advisors
Nebraska
$1.19M +$194K +2,118 +19%
LDFR
682
Lehman & Derafelo Financial Resources
Pennsylvania
$1.19M -$39.6K -433 -3%
HAG
683
HighPoint Advisor Group
Illinois
$1.18M +$294K +3,149 +33%
MCM
684
MAI Capital Management
Ohio
$1.17M +$199K +2,169 +20%
Los Angeles Capital Management
685
Los Angeles Capital Management
California
$1.17M -$27.5K -300 -2%
SSWG
686
Seven Springs Wealth Group
Tennessee
$1.16M +$6.68K +73 +0.6%
FHA
687
First Horizon Advisors
Tennessee
$1.15M +$39K +426 +4%
ACM
688
Allred Capital Management
Texas
$1.15M -$69.7K -762 -6%
CL
689
Choreo LLC
Illinois
$1.15M -$312K -3,410 -21%
LIM
690
Longfellow Investment Management
Massachusetts
$1.14M +$1.14M +12,474 New
BIM
691
Baldwin Investment Management
Pennsylvania
$1.14M +$179K +1,950 +19%
BAM
692
Belpointe Asset Management
Nevada
$1.14M -$60.2K -658 -5%
GBBWRPM
693
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.14M -$458 -5 -0%
B
694
Bellecapital
Switzerland
$1.14M +$213K +2,331 +23%
NFC
695
Northeast Financial Consultants
Connecticut
$1.13M – – –
MIM
696
MTM Investment Management
South Carolina
$1.13M +$1.13M +12,346 New
GRP
697
Global Retirement Partners
California
$1.13M -$23.3K -254 -2%
AIP
698
Ameritas Investment Partners
Nebraska
$1.13M -$49.4K -540 -4%
DAS
699
Dynamic Advisor Solutions
Arizona
$1.12M +$90.7K +991 +9%
MSA
700
Marino Stram & Associates
Massachusetts
$1.12M +$16.2K +177 +1%
26 27
28
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