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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 %
PCM
801
Parsons Capital Management
Rhode Island
$832K -$1.65K -18 -0.2%
BHC
802
Bowen Hanes & Co
Florida
$831K – – –
Bank Julius Baer & Co
803
Bank Julius Baer & Co
Switzerland
$827K +$170K +1,854 +26%
LNWWM
804
Laird Norton Wetherby Wealth Management
California
$826K +$162K +1,765 +24%
WWM
805
Wagner Wealth Management
South Carolina
$826K +$826K +9,020 New
CFN
806
Cordasco Financial Network
Florida
$824K -$75.8K -827 -8%
Fiera Capital (Canada)
807
Fiera Capital (Canada)
Quebec, Canada
$824K – – –
ECA
808
Elevated Capital Advisors
Utah
$813K -$57.8K -631 -7%
CICI
809
Capital Investment Counsel Inc
North Carolina
$812K -$63.1K -689 -7%
FPFS
810
First Personal Financial Services
North Carolina
$811K +$50.2K +548 +7%
RCAG
811
Rehmann Capital Advisory Group
Michigan
$811K -$63.8K -699 -7%
JG
812
Jefferies Group
New York
$809K +$809K +8,836 New
BFO
813
Biltmore Family Office
North Carolina
$805K -$188K -2,056 -19%
WA
814
Wealth Alliance
New York
$803K +$50K +546 +7%
MAM
815
Madison Asset Management
Wisconsin
$802K – – –
IWA
816
Intercontinental Wealth Advisors
Texas
$800K -$190K -2,071 -19%
SCM
817
Stevens Capital Management
Pennsylvania
$800K +$800K +8,739 New
BSW
818
Buckingham Strategic Wealth
Missouri
$797K +$35K +382 +5%
APG
819
Abacus Planning Group
South Carolina
$793K -$2.56K -28 -0.3%
TFS
820
TrustCore Financial Services
Tennessee
$788K – – –
CCA
821
Checchi Capital Advisers
California
$786K +$22.8K +249 +3%
NL
822
NVWM LLC
Pennsylvania
$784K +$23.8K +260 +3%
JGUA
823
John G. Ullman & Associates
New York
$780K – – –
BWM
824
Buckley Wealth Management
Nevada
$779K – – –
SCI
825
Stableford Capital II
Arizona
$779K +$779K +8,503 New
31 32
33
34 35