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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 %
AssetMark Inc
826
AssetMark Inc
California
$778K -$44.2K -483 -5%
DP
827
Dearborn Partners
Illinois
$776K -$5.77K -63 -0.7%
WA
828
WBH Advisory
Maryland
$774K -$3.72K -41 -0.5%
BB
829
Busey Bank
Illinois
$773K -$82.2K -898 -10%
CS
830
Capital Square
Tennessee
$771K +$132K +1,447 +21%
BCM
831
BTR Capital Management
California
$769K -$35.9K -392 -4%
FNC
832
First National Corp
Massachusetts
$767K -$32K -349 -4%
CC
833
Chicago Capital
Illinois
$765K +$2.2K +24 +0.3%
HSA
834
HBK Sorce Advisory
Pennsylvania
$765K +$24.2K +264 +3%
CSIC
835
Clifford Swan Investment Counsel
California
$756K +$8.43K +92 +1%
CB
836
Community Bank
New York
$750K -$11.1K -121 -1%
SFA
837
Souders Financial Advisors
Ohio
$746K +$6.41K +70 +0.9%
IAS
838
Investment Advisory Services
Texas
$743K +$4.14K +45 +0.6%
BIA
839
Bigelow Investment Advisors
Maine
$743K +$17.8K +194 +2%
IAIM
840
International Assets Investment Management
Florida
$743K +$439K +4,791 +144%
PTP
841
Platform Technology Partners
New York
$742K -$96K -1,049 -11%
ACM
842
Ategra Capital Management
Virginia
$740K +$7.69K +84 +1%
CAM
843
Cresset Asset Management
Illinois
$734K -$8.25K -90 -1%
WCM
844
Washington Capital Management
Washington
$733K -$1.37K -15 -0.2%
CAM
845
Carret Asset Management
New York
$726K – – –
RDWM
846
Red Door Wealth Management
Tennessee
$726K +$79.3K +867 +12%
RA
847
RFG Advisory
Alabama
$725K +$118K +1,306 +19%
HFG
848
Heron Financial Group
New York
$724K +$18.5K +206 +3%
PWM
849
Perigon Wealth Management
California
$722K -$11.7K -128 -2%
BHIA
850
Birch Hill Investment Advisors
Massachusetts
$722K – – –
32 33
34
35 36