DUK icon

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 %
PSUF
851
People's United Financial
Connecticut
$705K -$57.5K -650 -8%
CAM
852
Carret Asset Management
New York
$702K -$6.64K -75 -0.9%
BIA
853
Bigelow Investment Advisors
Maine
$702K +$58K +655 +9%
FIM
854
Fruth Investment Management
Texas
$700K -$32.4K -366 -4%
BHIA
855
Birch Hill Investment Advisors
Massachusetts
$699K – – –
Financial Engines Advisors
856
Financial Engines Advisors
California
$693K +$26.7K +301 +4%
HA
857
Hamel Associates
New Jersey
$685K – – –
CCM
858
Compton Capital Management
Rhode Island
$683K -$5.05K -57 -0.7%
JIP
859
Jaffetilchin Investment Partners
Florida
$683K +$15.3K +173 +2%
MIA
860
MainStreet Investment Advisors
Illinois
$682K -$10.9K -123 -2%
CTA
861
Chesley Taft & Associates
Illinois
$681K -$88.5K -1,000 -12%
WPC
862
Waters Parkerson & Co
Louisiana
$677K – – –
MAFM
863
Mid Atlantic Financial Management
Pennsylvania
$675K -$1.62K -17 -0.2%
EWA
864
EP Wealth Advisors
California
$671K -$91.2K -1,030 -12%
HSA
865
Hussman Strategic Advisors
Maryland
$664K – – –
AFAS
866
Acorn Financial Advisory Services
Virginia
$664K +$186K +2,101 +39%
PTC
867
Philadelphia Trust Company
Pennsylvania
$663K -$1.77K -20 -0.3%
WP
868
WealthPLAN Partners
Nebraska
$659K -$942 -10 -0.1%
CPSAC
869
Chas P. Smith & Associates (CPS)
Florida
$658K -$28.6K -323 -4%
NB
870
Northwest Bancshares
Pennsylvania
$657K – – –
FWP
871
FAS Wealth Partners
Kansas
$655K +$16.7K +189 +3%
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$653K +$266 +3 +0%
EWM
873
Endurance Wealth Management
Rhode Island
$649K +$12K +135 +2%
ATPW
874
Ashton Thomas Private Wealth
Arizona
$645K +$83.4K +942 +15%
FFS
875
Founders Financial Securities
Maryland
$644K -$167K -1,888 -21%
33 34
35
36 37