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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 %
TA
751
TCG Advisors
Texas
$843K -$22.6K -279 -3%
FNBTCON
752
First National Bank & Trust Co of Newtown
Pennsylvania
$842K -$22.5K -278 -3%
CBN
753
Cadence Bank NA
Texas
$839K – – –
AB
754
Atlas Brown
Kentucky
$836K +$56.7K +701 +7%
BS
755
Boenning & Scattergood
Pennsylvania
$835K -$19K -235 -2%
LC
756
LCNB Corp
Ohio
$835K +$95.2K +1,177 +13%
FTIOP
757
Fiduciary Trust International of Pennsylvania
Pennsylvania
$833K -$54.9K -679 -6%
WT
758
Whittier Trust
California
$832K -$34.1K -422 -4%
EH
759
Employers Holdings
Nevada
$831K -$128K -1,580 -13%
FFN
760
Focus Financial Network
Minnesota
$831K +$50.1K +619 +6%
DAM
761
Doheny Asset Management
California
$828K – – –
PPSG
762
Princeton Portfolio Strategies Group
New Jersey
$822K – – –
O
763
Ossiam
France
$814K -$5.14M -63,506 -86%
DWM
764
Doyle Wealth Management
Florida
$814K +$40.1K +496 +5%
KAS
765
Kemnay Advisory Services
New York
$812K +$812K +10,045 New
OPS
766
Orion Portfolio Solutions
Nebraska
$810K +$264K +3,257 +48%
9WM
767
9258 Wealth Management
Ohio
$806K -$32.2K -371 -4%
DFA
768
Delta Financial Advisors
Louisiana
$805K -$125K -1,543 -13%
LBD
769
Landsberg Bennett & Dubbaneh
Florida
$805K -$23.9K -301 -3%
CTA
770
Chesley Taft & Associates
Illinois
$804K +$24.3K +300 +3%
KMWM
771
Keudell/Morrison Wealth Management
Oregon
$803K -$82.9K -1,026 -9%
EWA
772
EP Wealth Advisors
California
$801K -$12.1K -150 -1%
BI
773
Ballast Inc
Kentucky
$798K +$107K +1,320 +15%
SFSG
774
Stearns Financial Services Group
North Carolina
$797K +$203K +2,513 +34%
Walleye Capital
775
Walleye Capital
New York
$793K -$413K -5,100 -34%
29 30
31
32 33