DUK icon

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 %
SWM
826
Segment Wealth Management
Texas
$656K -$97K -1,199 -13%
JG
827
Jefferies Group
New York
$654K -$1.53M -18,886 -70%
FFC
828
First Financial Corp
Indiana
$654K +$5.83K +72 +0.9%
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$653K -$408K -5,046 -38%
BSW
830
Buckingham Strategic Wealth
Missouri
$652K +$27.8K +343 +4%
AW
831
ACG Wealth
Georgia
$652K +$31.4K +388 +5%
VIA
832
Vident Investment Advisory
Georgia
$649K +$4.45K +55 +0.7%
CAM
833
Carret Asset Management
New York
$648K -$216K -2,667 -25%
GT
834
Greenleaf Trust
Michigan
$645K -$14.2K -176 -2%
CCP
835
Corient Capital Partners
California
$645K -$9.39K -116 -1%
LS
836
Livforsakringsbolaget Skandia
Sweden
$645K +$202K +2,500 +46%
ZCA
837
Zeke Capital Advisors
Pennsylvania
$642K -$728K -9,000 -53%
BHIA
838
Birch Hill Investment Advisors
Massachusetts
$638K – – –
BFEC
839
Benjamin F. Edwards & Company
Missouri
$637K +$102K +1,268 +19%
PCS
840
Personal CFO Solutions
New Jersey
$637K +$230K +2,843 +57%
BRM
841
Boston Research & Management
Massachusetts
$635K – – –
DSC
842
Duncker Streett & Co
Missouri
$634K +$5.1K +63 +0.8%
CQS
843
Credential Qtrade Securities
$632K -$13.3K -164 -2%
MFG
844
MidWestOne Financial Group
Iowa
$632K -$59.3K -733 -9%
AWCI
845
Alpine Woods Capital Investors
New York
$632K – – –
EGA
846
E&G Advisors
Texas
$631K -$154K -1,900 -20%
CCM
847
Compton Capital Management
Rhode Island
$629K +$32.4K +400 +5%
SIP
848
Stoneridge Investment Partners
Pennsylvania
$625K -$427K -5,279 -41%
HA
849
Hamel Associates
New Jersey
$625K -$56.6K -700 -8%
SLF
850
Sun Life Financial
Ontario, Canada
$625K -$17.1K -211 -3%
32 33
34
35 36