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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 %
ANRIA
726
American National Registered Investment Advisor
Texas
$1.03M – – –
CIP
727
Convergence Investment Partners
Florida
$1.03M -$117K -1,273 -10%
MHIC
728
Marble Harbor Investment Counsel
Massachusetts
$1.03M -$9.16K -100 -0.9%
RM
729
Resource Management
Louisiana
$1.02M -$43.3K -473 -4%
HH
730
Hilltop Holdings
Texas
$1.02M -$52.9K -578 -5%
Cerity Partners
731
Cerity Partners
New York
$1.02M +$11.2K +122 +1%
WSFS
732
Wilmington Savings Fund Society
Delaware
$1M -$120K -1,306 -11%
S
733
SignatureFD
Georgia
$1M -$39.3K -429 -4%
AG
734
AlphaSimPlex Group
Massachusetts
$1M +$566K +6,181 +130%
MCIA
735
Mountain Capital Investment Advisors
Colorado
$997K -$200K -2,244 -17%
FFN
736
Focus Financial Network
Minnesota
$994K -$28.2K -308 -3%
AWCI
737
Alpine Woods Capital Investors
New York
$987K – – –
JCM
738
Jacobi Capital Management
Pennsylvania
$985K -$23.5K -254 -2%
MOS
739
MGO One Seven
Ohio
$983K +$227K +2,481 +30%
BFEC
740
Benjamin F. Edwards & Company
Missouri
$981K -$211K -2,300 -18%
SC
741
Schulhoff & Co
Ohio
$977K – – –
AWA
742
AmeriServ Wealth Advisors
Pennsylvania
$976K +$976K +10,657 New
HPC
743
HM Payson & Co
Maine
$971K -$9.07K -99 -0.9%
AIA
744
Arbor Investment Advisors
North Carolina
$969K -$2.11K -23 -0.2%
CBN
745
Cadence Bank NA
Texas
$969K +$19.8K +216 +2%
OIA
746
Optimum Investment Advisors
Illinois
$969K +$25.8K +282 +3%
BS
747
Boenning & Scattergood
Pennsylvania
$968K +$1.56K +17 +0.2%
RB
748
Rodgers Brothers
Pennsylvania
$964K +$5.03K +55 +0.5%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$963K -$213K -2,321 -18%
SF
750
Symphony Financial
Texas
$963K -$75.3K -840 -7%
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