DUK icon

Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
926
Boston Financial Management
Massachusetts
$518K +$50.1K +557 +11%
ODCM
927
Old Dominion Capital Management
Virginia
$516K +$4.51K +50 +0.9%
BCP
928
Berkeley Capital Partners
Georgia
$514K -$26.2K -291 -5%
PIMG
929
Patriot Investment Management Group
Tennessee
$514K +$514K +5,714 New
GP
930
Girard Partners
Pennsylvania
$512K -$82.1K -914 -14%
CB
931
Community Bank
New York
$510K – – –
Rafferty Asset Management
932
Rafferty Asset Management
New York
$510K +$510K +5,665 New
FFN
933
Focus Financial Network
Minnesota
$508K +$508K +5,648 New
AUB
934
Atlantic Union Bankshares
Virginia
$507K -$248K -2,751 -33%
GSBTD
935
Glenview State Bank Trust Department
Illinois
$507K – – –
6M
936
6 Meridian
Kansas
$506K -$17.8M -197,215 -97%
NCM
937
Novare Capital Management
North Carolina
$505K -$51.8K -575 -9%
RT
938
Rockland Trust
Massachusetts
$502K +$4.5K +50 +0.9%
BOPW
939
Brandywine Oak Private Wealth
Pennsylvania
$500K +$109K +1,214 +28%
CFD
940
Creative Financial Designs
Indiana
$500K +$150K +1,672 +43%
PCIA
941
Prime Capital Investment Advisors
Kansas
$499K +$18.8K +209 +4%
IWM
942
IHT Wealth Management
Illinois
$494K -$146K -1,624 -23%
WWM
943
Western Wealth Management
Colorado
$494K -$1.45K -16 -0.3%
BIG
944
Boothe Investment Group
Delaware
$493K +$4.6K +51 +0.9%
RC
945
RegentAtlantic Capital
New Jersey
$490K -$13.5K -150 -3%
BIM
946
Bridges Investment Management
Nebraska
$490K +$116K +1,285 +31%
NIT
947
NumerixS Investment Technologies
British Columbia, Canada
$488K +$488K +5,470 New
SFSG
948
Stearns Financial Services Group
North Carolina
$486K +$180 +2 +0%
NL
949
NVWM LLC
Pennsylvania
$483K +$4.5K +50 +0.9%
LCM
950
LVM Capital Management
Michigan
$483K +$28.6K +318 +6%
36 37
38
39 40