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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 %
MFG
801
MidWestOne Financial Group
Iowa
$815K +$376K +4,245 +86%
SCA
802
Snowden Capital Advisors
New York
$813K -$29.9K -338 -4%
PTP
803
Platform Technology Partners
New York
$811K +$66.5K +751 +9%
DFG
804
Demars Financial Group
Washington
$809K +$11.1K +125 +1%
CAM
805
Centre Asset Management
New York
$809K +$267K +3,020 +49%
WG
806
Welch Group
Alabama
$807K -$99K -1,118 -11%
PCM
807
Parsons Capital Management
Rhode Island
$806K -$12.9K -146 -2%
BHC
808
Bowen Hanes & Co
Florida
$804K -$29.6K -334 -4%
IWM
809
IHT Wealth Management
Illinois
$803K +$56.4K +637 +8%
TTWM
810
TCV Trust & Wealth Management
Virginia
$798K – – –
Fiera Capital (Canada)
811
Fiera Capital (Canada)
Quebec, Canada
$797K – – –
Fisher Asset Management
812
Fisher Asset Management
Washington
$797K +$392K +4,427 +97%
AssetMark Inc
813
AssetMark Inc
California
$796K +$5.94K +67 +0.8%
SFA
814
Souders Financial Advisors
Ohio
$785K +$31.2K +321 +4%
GT
815
Greenleaf Trust
Michigan
$783K -$125K -1,413 -14%
BCM
816
BTR Capital Management
California
$779K +$79.7K +900 +11%
MAM
817
Madison Asset Management
Wisconsin
$775K – – –
APG
818
Abacus Planning Group
South Carolina
$769K +$3.89K +44 +0.5%
DT
819
Diversified Trust
Tennessee
$769K +$270K +3,044 +54%
VFP
820
Verus Financial Partners
Virginia
$769K +$492K +5,555 +177%
ACS
821
Archford Capital Strategies
Illinois
$768K +$227K +2,563 +42%
GT
822
Glenview Trust
Kentucky
$762K -$13.3K -150 -2%
TFS
823
TrustCore Financial Services
Tennessee
$762K – – –
WA
824
WBH Advisory
Maryland
$759K -$10.5K -119 -1%
DP
825
Dearborn Partners
Illinois
$756K +$708 +8 +0.1%
31 32
33
34 35