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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Evermay Wealth Management
Virginia
$1.08M +$90 +1 +0%
CPIA
702
Cornell Pochily Investment Advisors
New York
$1.08M +$58.1K +646 +6%
MCM
703
Mitchell Capital Management
Kansas
$1.08M +$170K +1,886 +19%
TRCT
704
Tower Research Capital (TRC)
New York
$1.07M +$912K +10,134 +562%
LDFR
705
Lehman & Derafelo Financial Resources
Pennsylvania
$1.07M – – –
WP
706
WealthPLAN Partners
Nebraska
$1.07M +$29.1K +335 +3%
PIA
707
Piedmont Investment Advisors
North Carolina
$1.06M +$103K +1,150 +11%
SP
708
Symmetry Partners
Connecticut
$1.06M +$1.06M +11,746 New
OAM
709
Oppenheimer Asset Management
New York
$1.03M +$36.5K +406 +4%
HBT
710
Hills Bank & Trust
Iowa
$1.03M +$157K +1,740 +18%
BCP
711
Blackhawk Capital Partners
Wisconsin
$1.03M -$143K -1,594 -12%
WGA
712
Weather Gauge Advisory
Virginia
$1.03M -$35.1K -390 -3%
BRWA
713
B. Riley Wealth Advisors
Florida
$1.02M -$9.24K -103 -0.9%
EFS
714
Essex Financial Services
Connecticut
$1.02M -$93.9K -1,043 -8%
CCM
715
Covington Capital Management
California
$1.02M -$42.5K -472 -4%
OPCM
716
Osborne Partners Capital Management
California
$1.01M – – –
TTWM
717
TCV Trust & Wealth Management
Virginia
$1.01M -$76.1K -846 -7%
AIA
718
Arbor Investment Advisors
North Carolina
$1.01M +$630 +7 +0.1%
BAS
719
Brown Advisory Securities
Maryland
$1M -$873K -9,694 -47%
Cerity Partners
720
Cerity Partners
New York
$996K +$378K +4,207 +61%
EWA
721
EP Wealth Advisors
California
$995K -$180K -1,996 -15%
KMWM
722
Keudell/Morrison Wealth Management
Oregon
$993K +$993K +11,032 New
PHK
723
Point72 Hong Kong
Hong Kong
$991K +$973K +10,805 +5,271%
IA
724
IFP Advisors
Florida
$984K -$2.79M -31,098 -74%
DBRC
725
D.B. Root & Company
Pennsylvania
$984K -$31.9K -355 -3%
27 28
29
30 31