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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 %
EWM
876
Endurance Wealth Management
Rhode Island
$586K +$364K +4,507 +165%
FHA
877
Flagship Harbor Advisors
Massachusetts
$585K -$26.9K -332 -4%
VPIM
878
Vanguard Personalized Indexing Management
California
$584K +$584K +7,217 New
ALAM
879
Asahi Life Asset Management
Japan
$583K +$583K +7,210 New
CK
880
Cohen Klingenstein
New York
$582K – – –
FWP
881
FAS Wealth Partners
Kansas
$581K +$44.8K +554 +8%
ACA
882
Atlas Capital Advisors
Wyoming
$578K -$121K -1,493 -17%
AWA
883
Arete Wealth Advisors
Illinois
$576K -$9.27K -115 -2%
MFP
884
Meridian Financial Partners
Virginia
$576K +$34.4K +382 +6%
NFG
885
Next Financial Group
Texas
$576K +$139K +1,718 +32%
WP
886
WealthShield Partners
North Carolina
$575K +$93.8K +1,160 +19%
DT
887
Diversified Trust
Tennessee
$573K +$20.4K +252 +4%
PCM
888
Princeton Capital Management
New Jersey
$572K -$63.5K -793 -10%
FFS
889
Founders Financial Securities
Maryland
$572K -$14K -173 -2%
BAS
890
Brown Advisory Securities
Maryland
$568K -$12.4K -153 -2%
MSS
891
Mitchell Sinkler & Starr
Pennsylvania
$568K -$9.62K -119 -2%
ACWM
892
Adams Chetwood Wealth Management
North Carolina
$565K +$1.47K +18 +0.3%
WAM
893
Wealthspire Advisors (Maryland)
Maryland
$564K -$5.42K -67 -1%
FIM
894
Freedom Investment Management
Connecticut
$564K -$2.21K -23 -0.4%
LP
895
LMR Partners
United Kingdom
$562K +$562K +6,728 New
RMDI
896
R.M. Davis Inc
Maine
$561K +$34K +420 +6%
PA
897
PSI Advisors
Florida
$561K +$88.9K +1,101 +19%
APG
898
Abacus Planning Group
South Carolina
$560K +$10.8K +133 +2%
OTPPB
899
Ontario Teachers' Pension Plan Board
Ontario, Canada
$558K -$1.36M -16,859 -71%
Fisher Asset Management
900
Fisher Asset Management
Washington
$558K +$73K +903 +15%
34 35
36
37 38