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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 %
GG
701
Gofen & Glossberg
Illinois
$1.11M -$29.1K -318 -3%
WRF
702
Waddell & Reed Financial
Kansas
$1.11M -$25.8M -281,553 -96%
SC
703
Sawyer & Company
Massachusetts
$1.11M -$5.95K -65 -0.5%
FWM
704
Frontier Wealth Management
Missouri
$1.11M -$4.58K -50 -0.4%
MSRPS
705
Maryland State Retirement & Pension System
Maryland
$1.11M +$1.11M +11,900 New
FT
706
Fiduciary Trust
Massachusetts
$1.11M -$1.56K -17 -0.1%
TNBTD
707
Trustmark National Bank Trust Department
Mississippi
$1.1M +$2.2K +24 +0.2%
TNB
708
TCF National Bank
South Dakota
$1.1M -$275 -3 -0%
WWM
709
Wolff Wiese Magana
California
$1.1M +$1.1M +11,982 New
SIA
710
Soltis Investment Advisors
Utah
$1.1M +$238K +2,600 +28%
IWM
711
IHT Wealth Management
Illinois
$1.1M +$265K +2,890 +32%
IBOK
712
Independence Bank of Kentucky
Kentucky
$1.09M -$60.3K -658 -5%
SC
713
Savant Capital
Illinois
$1.09M -$19.7K -215 -2%
WANY
714
Wealthspire Advisors (New York)
New York
$1.09M +$580K +6,337 +115%
WDG
715
Wealth Dimensions Group
Ohio
$1.08M +$1.08M +11,805 New
AFG
716
Albion Financial Group
Utah
$1.08M – – –
SM
717
Sciencast Management
New Jersey
$1.08M +$1.08M +11,751 New
EFS
718
Essex Financial Services
Connecticut
$1.06M -$37.9K -414 -3%
WT
719
Washington Trust
Rhode Island
$1.06M -$25.8K -282 -2%
CA
720
Capitolis Advisors
New York
$1.06M +$1.06M +11,564 New
1SB
721
1ST Source Bank
Indiana
$1.06M +$14.7K +161 +1%
CA
722
Cornerstone Advisory
Maryland
$1.05M -$72.4K -791 -6%
BRWA
723
B. Riley Wealth Advisors
Florida
$1.05M -$1.11M -12,096 -51%
TC
724
TownSquare Capital
Utah
$1.05M +$419K +4,572 +67%
HTC
725
Haverford Trust Company
Pennsylvania
$1.04M -$11.3K -123 -1%
27 28
29
30 31