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 %
WA
851
Wealth Alliance
New York
$625K +$625K +7,732 New
Edgewood Management
852
Edgewood Management
Connecticut
$623K -$2.43K -30 -0.4%
FMW
853
Farr Miller & Washington
District of Columbia
$623K +$66K +816 +12%
HSA
854
HBK Sorce Advisory
Pennsylvania
$620K -$57.9K -716 -9%
SFG
855
Summit Financial Group
West Virginia
$620K -$8.83K -109 -1%
SXL
856
Summit X LLC
Missouri
$619K +$22.6K +279 +4%
WPC
857
Waters Parkerson & Co
Louisiana
$618K – – –
JGUA
858
John G. Ullman & Associates
New York
$616K -$2.83M -34,963 -82%
HFG
859
Heron Financial Group
New York
$610K +$11.9K +131 +2%
FG
860
Fiduciary Group
Georgia
$610K +$50.6K +626 +9%
SFP
861
Shepherd Financial Partners
Massachusetts
$609K -$1.15M -14,221 -65%
CFD
862
Creative Financial Designs
Indiana
$608K -$47.7K -590 -7%
FNBOSM
863
First National Bank of South Miami
Florida
$607K – – –
EGM
864
Engineers Gate Manager
New York
$606K -$120K -1,482 -17%
AWM
865
Avior Wealth Management
Nebraska
$605K +$57.9K +718 +11%
SSB
866
Sandy Spring Bank
Maryland
$604K -$54K -668 -8%
CAG
867
Csenge Advisory Group
Florida
$597K +$115K +1,427 +24%
OPA
868
Old Port Advisors
Maine
$596K +$2.35K +29 +0.4%
TW
869
Transform Wealth
Colorado
$594K +$12.1K +150 +2%
MA
870
Mutual Advisors
Nebraska
$593K +$71K +878 +14%
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
$591K +$11.4K +141 +2%
BOTW
872
Bank of the West
California
$591K +$65.6K +810 +12%
PA
873
Parallel Advisors
California
$588K -$11.9K -147 -2%
WP
874
WealthPLAN Partners
Nebraska
$587K -$294K -3,573 -33%
GAMC
875
Garner Asset Management Corp
Texas
$587K +$62.3K +770 +12%
33 34
35
36 37