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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 %
WIC
901
Whitegate Investment Counselors
New Hampshire
$640K -$11.9K -130 -2%
CAG
902
Crestwood Advisors Group
Massachusetts
$639K +$80.6K +880 +14%
CWM
903
Curi Wealth Management
North Carolina
$639K +$639K +6,989 New
SXL
904
Summit X LLC
Missouri
$636K -$102K -1,114 -14%
MSS
905
Mitchell Sinkler & Starr
Pennsylvania
$633K – – –
YIH
906
Y-Intercept (HK)
Hong Kong
$632K +$632K +6,979 New
OPA
907
Old Port Advisors
Maine
$631K -$16.4K -183 -3%
ACM
908
AlphaStar Capital Management
North Carolina
$631K +$391K +4,251 +163%
HPC
909
Hobart Private Capital
North Carolina
$626K -$236K -2,580 -27%
HA
910
Hamel Associates
New Jersey
$625K -$82.4K -900 -12%
FG
911
Fiduciary Group
Georgia
$624K -$15.9K -176 -2%
IMOV
912
Investment Management of Virginia
Virginia
$624K +$6.87K +75 +1%
ACS
913
Archford Capital Strategies
Illinois
$621K -$160K -1,772 -20%
WPC
914
Waters Parkerson & Co
Louisiana
$620K -$79.7K -870 -11%
HKIM
915
Hayek Kallen Investment Management
Alabama
$619K +$22.3K +243 +4%
WA
916
Wambolt & Associates
Colorado
$618K -$6.32K -69 -1%
AC
917
Allstate Corporation
Illinois
$615K +$116K +1,270 +23%
SSB
918
Sandy Spring Bank
Maryland
$612K -$13.8K -151 -2%
FNBOSM
919
First National Bank of South Miami
Florida
$612K +$3.66K +40 +0.6%
FHA
920
Flagship Harbor Advisors
Massachusetts
$611K -$20.1K -219 -3%
CAI
921
Capital Advisors Inc
Oklahoma
$611K -$641 -7 -0.1%
EWA
922
EP Wealth Advisors
California
$610K -$83.5K -912 -12%
SWM
923
Stockman Wealth Management
Montana
$607K – – –
GEA
924
Glen Eagle Advisors
New Jersey
$607K -$25.6K -280 -4%
FRA
925
Front Row Advisors
California
$606K – – –
35 36
37
38 39