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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 %
SB
851
Strategic Blueprint
Georgia
$722K +$117K +1,274 +19%
ATPW
852
Ashton Thomas Private Wealth
Arizona
$721K +$53.8K +588 +8%
DTL
853
Dynamic Technology Lab
Singapore
$717K +$717K +7,828 New
CCM
854
Compton Capital Management
Rhode Island
$716K +$9.16K +100 +1%
FTDI
855
First Trust Direct Indexing
Massachusetts
$714K +$714K +7,794 New
CPSAC
856
Chas P. Smith & Associates (CPS)
Florida
$713K +$32.6K +356 +5%
PA
857
PSI Advisors
Florida
$711K -$451K -4,926 -39%
9WM
858
9258 Wealth Management
Ohio
$710K -$16.2K -177 -2%
Vontobel Holding
859
Vontobel Holding
Switzerland
$709K +$709K +7,572 New
PSUF
860
People's United Financial
Connecticut
$708K -$21.4K -234 -3%
GCA
861
Greenwood Capital Associates
South Carolina
$707K +$324K +3,545 +85%
SWM
862
Segment Wealth Management
Texas
$704K +$39.4K +430 +6%
CTA
863
Chesley Taft & Associates
Illinois
$702K -$2.29K -25 -0.3%
HCM
864
HM Capital Management
Missouri
$698K +$698K +7,627 New
AWA
865
Arete Wealth Advisors
Illinois
$697K +$118K +1,297 +20%
LWAM
866
Legacy Wealth Asset Management
Minnesota
$694K +$694K +7,583 New
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$693K -$62.2K -679 -8%
HBT
868
Hills Bank & Trust
Iowa
$693K +$387K +4,219 +126%
AA
869
Ancora Advisors
Ohio
$690K +$60.8K +664 +10%
HSA
870
Hussman Strategic Advisors
Maryland
$687K – – –
PTC
871
Philadelphia Trust Company
Pennsylvania
$686K – – –
FFC
872
First Financial Corp
Indiana
$684K +$47.8K +522 +8%
FWP
873
FAS Wealth Partners
Kansas
$683K +$5.86K +64 +0.9%
TTWM
874
TCV Trust & Wealth Management
Virginia
$680K -$145K -1,583 -18%
EWM
875
Endurance Wealth Management
Rhode Island
$680K +$9.15K +100 +1%
33 34
35
36 37