DUK icon

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 %
MAFM
876
Mid Atlantic Financial Management
Pennsylvania
$680K +$31.9K +348 +5%
NB
877
Northwest Bancshares
Pennsylvania
$679K – – –
EFSCE
878
Enterprise Financial Services Corp (EFSC)
Missouri
$678K +$2.02K +22 +0.3%
EF
879
Empirical Finance
Pennsylvania
$676K +$120K +1,316 +22%
Financial Engines Advisors
880
Financial Engines Advisors
California
$675K -$41.1K -449 -6%
Fisher Asset Management
881
Fisher Asset Management
Washington
$674K -$150K -1,636 -18%
JIP
882
Jaffetilchin Investment Partners
Florida
$673K -$32.5K -355 -5%
FIM
883
Fruth Investment Management
Texas
$672K -$51.8K -566 -7%
FMW
884
Farr Miller & Washington
District of Columbia
$668K +$31.2K +340 +5%
1IA
885
1834 Investment Advisors
Wisconsin
$660K +$55.9K +611 +9%
WP
886
WealthPLAN Partners
Nebraska
$659K -$1.32K -14 -0.2%
CK
887
Cohen Klingenstein
New York
$659K – – –
GAMC
888
Garner Asset Management Corp
Texas
$659K +$20.2K +220 +3%
Capstone Investment Advisors
889
Capstone Investment Advisors
New York
$657K +$657K +7,171 New
SFG
890
Summit Financial Group
West Virginia
$656K -$3.11K -34 -0.5%
SB
891
Sunflower Bank
Texas
$656K +$656K +7,168 New
CFMC
892
Curbstone Financial Management Corp
New Hampshire
$653K +$101K +1,100 +18%
BDF
893
Balasa Dinverno & Foltz
$650K +$201K +2,191 +45%
BTWM
894
Baker Tilly Wealth Management
Wisconsin
$650K +$650K +7,097 New
TW
895
Transform Wealth
Colorado
$647K +$74.5K +813 +13%
HIIFS
896
Harel Insurance Investments & Financial Services
Israel
$645K – – –
CFD
897
Creative Financial Designs
Indiana
$644K +$3.02K +33 +0.5%
HCM
898
Hengehold Capital Management
Ohio
$643K +$7.6K +83 +1%
UR
899
USCA RIA
Texas
$641K -$6.15M -67,222 -91%
SA
900
Strategic Advisors
New York
$641K -$68.4K -762 -10%
34 35
36
37 38