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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 %
LNWWM
876
Laird Norton Wetherby Wealth Management
California
$643K -$65.1K -735 -9%
SWM
877
Segment Wealth Management
Texas
$643K -$7.44K -84 -1%
OPA
878
Old Port Advisors
Maine
$640K -$11K -124 -2%
SFG
879
Summit Financial Group
West Virginia
$638K -$5.85K -66 -0.9%
CK
880
Cohen Klingenstein
New York
$638K – – –
FHB
881
First Hawaiian Bank
Hawaii
$636K +$215K +2,431 +51%
Bank Julius Baer & Co
882
Bank Julius Baer & Co
Switzerland
$636K +$232K +2,617 +57%
SG
883
StoneX Group
New York
$635K +$47.1K +532 +8%
WIC
884
Whitegate Investment Counselors
New Hampshire
$631K -$177K -2,000 -22%
FG
885
Fiduciary Group
Georgia
$627K -$50.6K -572 -7%
FRA
886
Front Row Advisors
California
$626K +$284 +3 +0%
RDWM
887
Red Door Wealth Management
Tennessee
$624K +$17.7K +200 +3%
TC
888
TownSquare Capital
Utah
$621K -$66.5K -733 -10%
AWM
889
Apollon Wealth Management
South Carolina
$621K +$183K +2,071 +42%
EWM
890
Elmwood Wealth Management
California
$620K – – –
CFD
891
Creative Financial Designs
Indiana
$620K +$18.4K +208 +3%
GAMC
892
Garner Asset Management Corp
Texas
$617K -$25.2K -285 -4%
CS
893
Capital Square
Tennessee
$617K +$74.4K +841 +14%
FMW
894
Farr Miller & Washington
District of Columbia
$616K +$5.32K +60 +0.9%
FFC
895
First Financial Corp
Indiana
$615K -$22.1K -250 -3%
HCM
896
Hengehold Capital Management
Ohio
$615K +$51.5K +581 +9%
SLF
897
Sun Life Financial
Ontario, Canada
$613K -$74.3K -839 -11%
MSS
898
Mitchell Sinkler & Starr
Pennsylvania
$612K -$10.3K -116 -2%
GEA
899
Glen Eagle Advisors
New Jersey
$612K +$42.5K +480 +7%
FHA
900
Flagship Harbor Advisors
Massachusetts
$610K -$341K -3,852 -36%
34 35
36
37 38