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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 %
FMBTD
726
First Midwest Bank Trust Division
Illinois
$1.02M -$25.2K -285 -2%
AT
727
Arden Trust
Delaware
$1.02M +$124K +1,401 +14%
1SB
728
1ST Source Bank
Indiana
$1.01M -$28.2K -318 -3%
S
729
SignatureFD
Georgia
$1.01M -$111K -1,255 -10%
MHIC
730
Marble Harbor Investment Counsel
Massachusetts
$1M – – –
DIP
731
DT Investment Partners
Pennsylvania
$999K -$79.5K -898 -7%
JCM
732
Jacobi Capital Management
Pennsylvania
$998K +$31.2K +341 +3%
DAS
733
Dynamic Advisor Solutions
Arizona
$994K +$40.4K +456 +4%
ANRIA
734
American National Registered Investment Advisor
Texas
$993K – – –
FFN
735
Focus Financial Network
Minnesota
$989K -$14K -158 -1%
PWSG
736
Pacific Wealth Strategies Group
California
$974K -$299K -3,381 -24%
Cerity Partners
737
Cerity Partners
New York
$972K +$715K +8,071 +278%
MA
738
Mutual Advisors
Nebraska
$965K +$149K +1,679 +18%
OC
739
Oakworth Capital
Alabama
$964K -$5.58K -63 -0.6%
UBV
740
United Bank (Virginia)
Virginia
$963K -$2.21K -25 -0.2%
BFO
741
Biltmore Family Office
North Carolina
$961K +$266 +3 +0%
IWA
742
Intercontinental Wealth Advisors
Texas
$957K -$55.7K -629 -5%
WAM
743
Wealthspire Advisors (Maryland)
Maryland
$957K +$161K +1,816 +20%
DBRC
744
D.B. Root & Company
Pennsylvania
$955K -$15K -169 -2%
AWCI
745
Alpine Woods Capital Investors
New York
$955K +$372K +4,200 +64%
Jacobs Levy Equity Management
746
Jacobs Levy Equity Management
New Jersey
$954K -$866K -9,785 -48%
WGA
747
Weather Gauge Advisory
Virginia
$951K +$6.47K +73 +0.7%
HPC
748
HM Payson & Co
Maine
$948K -$80.6K -910 -8%
SC
749
Schulhoff & Co
Ohio
$945K – – –
CI
750
Conning Inc
Connecticut
$944K +$12.4K +140 +1%
28 29
30
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