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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 %
SF
926
Symphony Financial
Texas
$509K +$509K +6,099 New
DFG
927
Demars Financial Group
Washington
$505K -$12.2K -151 -2%
AIM
928
Aspen Investment Management
Michigan
$504K -$21.5K -266 -4%
GVAG
929
Great Valley Advisor Group
Delaware
$501K +$15.8K +196 +3%
HI
930
Hudock Inc
Pennsylvania
$499K -$12.4K -153 -2%
MAM
931
Madison Asset Management
Wisconsin
$498K -$5.72M -70,725 -92%
GP
932
Girard Partners
Pennsylvania
$498K +$73.9K +915 +17%
GI
933
Gradient Investments
Minnesota
$497K -$1.64M -20,197 -77%
FBB
934
Fulton Breakefield Broenniman
Maryland
$496K +$14K +173 +3%
CS
935
Capital Square
Tennessee
$496K +$34.1K +421 +7%
GSBTD
936
Glenview State Bank Trust Department
Illinois
$493K -$46K -568 -9%
WWM
937
Western Wealth Management
Colorado
$492K -$7.9M -98,374 -94%
PFC
938
Phocas Financial Corp
California
$492K -$2.59K -32 -0.5%
HKIM
939
Hayek Kallen Investment Management
Alabama
$491K -$4.04K -50 -0.8%
NSIM
940
North Star Investment Management
Illinois
$491K – – –
ACS
941
Archford Capital Strategies
Illinois
$491K – – –
MYLI
942
Meiji Yasuda Life Insurance
Japan
$490K -$49.6K -613 -9%
KPCM
943
Kings Point Capital Management
New York
$490K +$72.8K +900 +17%
OPCM
944
Osborne Partners Capital Management
California
$489K -$299K -3,692 -38%
DWT
945
Dorsey & Whitney Trust
South Dakota
$489K +$8.99K +111 +2%
CC
946
Cipher Capital
New York
$487K -$2.25M -27,796 -82%
SRSA
947
S.R. Schill & Associates
Washington
$486K +$6.72K +83 +1%
SACTSONJ
948
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$485K – – –
TF
949
TLWM Financial
Texas
$485K +$4.79K +59 +1%
ACM
950
Anfield Capital Management
California
$484K +$49.8K +616 +11%
36 37
38
39 40