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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 %
CB
776
CNB Bank
Pennsylvania
$901K -$23.5K -257 -3%
PPSG
777
Princeton Portfolio Strategies Group
New Jersey
$900K – – –
WG
778
Welch Group
Alabama
$890K +$55K +601 +7%
HIS
779
Horizon Investment Services
Indiana
$886K -$16.4K -179 -2%
NICM
780
Neo Ivy Capital Management
New York
$884K +$884K +9,658 New
CAG
781
Csenge Advisory Group
Florida
$882K -$54.7K -597 -6%
EWA
782
Exencial Wealth Advisors
Oklahoma
$880K -$4.41M -48,153 -83%
RIM
783
Redwood Investment Management
Arizona
$879K +$111K +1,214 +14%
MS
784
Madden Securities
Texas
$877K -$35K -382 -4%
GT
785
Greenleaf Trust
Michigan
$877K +$68.3K +746 +8%
DWM
786
Doyle Wealth Management
Florida
$876K -$4.67K -51 -0.5%
AWM
787
Altium Wealth Management
New York
$875K +$245K +2,680 +39%
SNT
788
Security National Trust
West Virginia
$872K +$12.4K +135 +1%
BI
789
Ballast Inc
Kentucky
$866K -$22.9K -250 -3%
DFA
790
Delta Financial Advisors
Louisiana
$855K -$14.8K -162 -2%
DAM
791
Doheny Asset Management
California
$853K – – –
GC
792
Grimes & Company
Massachusetts
$853K +$7.33K +80 +0.9%
AC
793
Athanor Capital
New York
$849K +$849K +9,272 New
ARMC
794
American Research & Management Company
Massachusetts
$847K – – –
MFG
795
MidWestOne Financial Group
Iowa
$846K +$2.93K +32 +0.3%
DT
796
Diversified Trust
Tennessee
$843K +$47.8K +522 +6%
SWM
797
SeaCrest Wealth Management
New York
$842K -$8.25K -90 -1%
CAM
798
Centre Asset Management
New York
$837K – – –
WGA
799
Weather Gauge Advisory
Virginia
$836K -$147K -1,606 -15%
KMWM
800
Keudell/Morrison Wealth Management
Oregon
$833K -$44.9K -491 -5%
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