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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBBWRPM
701
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.1M +$531 +6 +0%
NFC
702
Northeast Financial Consultants
Connecticut
$1.1M – – –
ACM
703
Alethea Capital Management
Washington
$1.09M +$605K +6,825 +124%
CA
704
Cornerstone Advisory
Maryland
$1.09M +$460K +5,200 +73%
MCM
705
Mitchell Capital Management
Kansas
$1.09M +$25.7K +290 +2%
WSFS
706
Wilmington Savings Fund Society
Delaware
$1.08M -$114K -1,288 -10%
SC
707
Sawyer & Company
Massachusetts
$1.08M – – –
FWM
708
Frontier Wealth Management
Missouri
$1.08M +$41.6K +470 +4%
SC
709
Savant Capital
Illinois
$1.07M -$172K -1,943 -14%
FHA
710
First Horizon Advisors
Tennessee
$1.07M +$619 +7 +0.1%
FT
711
Fiduciary Trust
Massachusetts
$1.07M -$49K -553 -4%
PTC
712
Private Trust Company
Ohio
$1.07M +$53.8K +608 +5%
MSA
713
Marino Stram & Associates
Massachusetts
$1.06M +$36K +407 +4%
EFS
714
Essex Financial Services
Connecticut
$1.06M +$227K +2,567 +27%
TNBTD
715
Trustmark National Bank Trust Department
Mississippi
$1.06M -$62.7K -708 -6%
TNB
716
TCF National Bank
South Dakota
$1.06M -$83.7K -945 -7%
WT
717
Washington Trust
Rhode Island
$1.05M -$5.41K -61 -0.5%
AFG
718
Albion Financial Group
Utah
$1.04M +$44.3K +500 +4%
Loomis, Sayles & Company
719
Loomis, Sayles & Company
Massachusetts
$1.04M -$535K -6,046 -34%
RCG
720
Rock Creek Group
District of Columbia
$1.04M +$704K +7,948 +209%
HH
721
Hilltop Holdings
Texas
$1.03M +$164K +1,855 +19%
RM
722
Resource Management
Louisiana
$1.03M +$3.1K +35 +0.3%
SF
723
Symphony Financial
Texas
$1.03M +$265K +2,990 +35%
OPS
724
Orion Portfolio Solutions
Nebraska
$1.02M +$58.6K +662 +6%
HTC
725
Haverford Trust Company
Pennsylvania
$1.02M -$177K -1,999 -15%
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