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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
776
Doyle Wealth Management
Florida
$846K -$73.2K -832 -8%
QAM
777
Quantres Asset Management
Cayman Islands
$846K +$243K +2,700 +40%
CTA
778
Chesley Taft & Associates
Illinois
$845K +$4.5K +50 +0.5%
WIC
779
Whitegate Investment Counselors
New Hampshire
$841K -$22.5K -250 -3%
HSA
780
Hussman Strategic Advisors
Maryland
$840K +$810K +9,000 +2,703%
VIA
781
Vident Investment Advisory
Georgia
$839K -$207K -2,298 -20%
GT
782
Glenview Trust
Kentucky
$839K -$74.1K -824 -8%
CSS
783
Cubist Systematic Strategies
Connecticut
$835K +$510K +5,667 +157%
FVWA
784
Foster Victor Wealth Advisors
South Carolina
$832K -$124K -1,378 -13%
S
785
SignatureFD
Georgia
$829K -$119K -1,318 -13%
NEPWA
786
New England Private Wealth Advisors
Massachusetts
$819K +$1.98K +22 +0.2%
AB
787
Atlas Brown
Kentucky
$816K +$11.1K +123 +1%
BWM
788
Buckley Wealth Management
Nevada
$812K – – –
VAM
789
Verity Asset Management
North Carolina
$808K +$52.7K +586 +7%
APP
790
Avantax Planning Partners
Iowa
$806K +$224K +2,491 +39%
SSB
791
Sandy Spring Bank
Maryland
$805K +$13.5K +150 +2%
CB
792
CNB Bank
Pennsylvania
$804K +$63.1K +701 +9%
MCM
793
Mork Capital Management
California
$792K – – –
CCP
794
Corient Capital Partners
California
$792K +$383K +4,264 +94%
EB
795
Eastern Bank
Massachusetts
$783K -$228K -2,532 -23%
AFG
796
Albion Financial Group
Utah
$780K – – –
HSA
797
HBK Sorce Advisory
Pennsylvania
$780K +$28.5K +317 +4%
FIM
798
Fruth Investment Management
Texas
$779K -$17.8K -198 -2%
CC
799
Chicago Capital
Illinois
$778K -$26.1K -290 -3%
LFA
800
Legacy Financial Advisors
Kentucky
$777K -$34.8K -387 -4%
30 31
32
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