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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 %
IBOK
726
Independence Bank of Kentucky
Kentucky
$896K +$101K +1,252 +13%
TYCC
727
Texas Yale Capital Corp
Florida
$889K -$47.2K -584 -5%
AIA
728
Arbor Investment Advisors
North Carolina
$889K +$66.3K +820 +8%
EFS
729
Essex Financial Services
Connecticut
$883K +$55.3K +684 +7%
JCM
730
Jacobi Capital Management
Pennsylvania
$881K -$229K -2,682 -21%
CI
731
Conning Inc
Connecticut
$879K -$11.1K -137 -1%
DBRC
732
D.B. Root & Company
Pennsylvania
$875K +$65K +804 +8%
HPC
733
HM Payson & Co
Maine
$874K -$143K -1,764 -14%
AT
734
Arden Trust
Delaware
$873K -$63.8K -789 -7%
UBV
735
United Bank (Virginia)
Virginia
$869K – – –
SC
736
Schulhoff & Co
Ohio
$863K +$25.5K +315 +3%
QCG
737
Quadrant Capital Group
Ohio
$859K +$290K +3,578 +51%
SFM
738
Signet Financial Management
New Jersey
$857K +$26K +318 +3%
PCM
739
Penserra Capital Management
California
$856K -$4.69K -58 -0.5%
BB
740
Busey Bank
Illinois
$856K +$7.44K +92 +0.9%
PTC
741
Private Trust Company
Ohio
$853K -$1.16M -14,380 -58%
SNT
742
Security National Trust
West Virginia
$851K +$8.33K +103 +1%
VCM
743
Violich Capital Management
California
$850K – – –
RB
744
Rodgers Brothers
Pennsylvania
$848K -$106K -1,315 -11%
LWAC
745
Laurel Wealth Advisors (California)
California
$847K +$82.4K +1,019 +11%
AFG
746
Albion Financial Group
Utah
$847K +$151K +1,868 +22%
VAS
747
Vestmark Advisory Solutions
Massachusetts
$844K -$388K -4,799 -32%
WG
748
Welch Group
Alabama
$844K +$971 +12 +0.1%
DAS
749
Dynamic Advisor Solutions
Arizona
$844K +$59.2K +732 +8%
B
750
Bellecapital
Switzerland
$844K +$70.6K +873 +9%
28 29
30
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