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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 %
BWM
826
Buckley Wealth Management
Nevada
$754K – – –
JGUA
827
John G. Ullman & Associates
New York
$754K +$79.6K +899 +12%
SBWM
828
Sunflower Bank Wealth Management
Arizona
$751K -$255K -2,880 -25%
RIM
829
Redwood Investment Management
Arizona
$742K +$152K +1,717 +26%
CCA
830
Checchi Capital Advisers
California
$738K +$5.76K +65 +0.8%
FPFS
831
First Personal Financial Services
North Carolina
$737K -$53.8K -607 -7%
CC
832
Chicago Capital
Illinois
$737K -$2.21K -25 -0.3%
BSW
833
Buckingham Strategic Wealth
Missouri
$737K +$100K +1,134 +16%
CB
834
Community Bank
New York
$737K +$253K +2,858 +52%
NL
835
NVWM LLC
Pennsylvania
$736K -$1.27M -14,352 -63%
9WM
836
9258 Wealth Management
Ohio
$731K -$94.4K -1,025 -11%
MOS
837
MGO One Seven
Ohio
$731K -$80.9K -913 -10%
JFGIW
838
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$730K +$29.1K +329 +4%
WA
839
Wealth Alliance
New York
$728K +$31.6K +357 +5%
SA
840
Strategic Advisors
New York
$725K +$20.5K +224 +3%
CSIC
841
Clifford Swan Investment Counsel
California
$723K – – –
HFG
842
Heron Financial Group
New York
$720K +$118K +1,282 +20%
CAM
843
Cresset Asset Management
Illinois
$718K -$95.7K -1,080 -12%
WI
844
WrapManager Inc
California
$717K -$205K -2,312 -22%
HSA
845
HBK Sorce Advisory
Pennsylvania
$717K +$17.9K +202 +3%
SFSG
846
Stearns Financial Services Group
North Carolina
$715K +$17.8K +201 +3%
WCM
847
Washington Capital Management
Washington
$711K – – –
IAS
848
Investment Advisory Services
Texas
$711K +$18.3K +206 +3%
PWM
849
Perigon Wealth Management
California
$709K +$4.87K +55 +0.7%
ACM
850
Ategra Capital Management
Virginia
$708K +$708K +7,997 New
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