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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 %
TF
926
TLWM Financial
Texas
$566K +$20.4K +222 +4%
FAM
927
Formidable Asset Management
Ohio
$558K -$3.79K -42 -0.7%
EWA
928
ERTS Wealth Advisors
Michigan
$557K -$26.2K -296 -4%
RIA
929
Realta Investment Advisors
Delaware
$556K +$60.3K +681 +12%
MGWM
930
Marks Group Wealth Management
Minnesota
$555K +$15K +169 +3%
AF
931
Aldebaran Financial
$554K +$2.13K +24 +0.4%
TW
932
Transform Wealth
Colorado
$553K -$17.7K -200 -3%
IB
933
Intrust Bank
Kansas
$553K +$162K +1,824 +41%
ALAM
934
Asahi Life Asset Management
Japan
$551K +$44.3K +500 +9%
DS
935
DRW Securities
Illinois
$551K +$551K +6,218 New
T
936
TRUADVICE
Florida
$550K +$550K +6,021 New
LSPW
937
Lake Street Private Wealth
Illinois
$548K +$17.7K +200 +3%
VAM
938
Verity Asset Management
North Carolina
$547K -$110K -1,239 -17%
HI
939
Hudock Inc
Pennsylvania
$544K +$1.86K +21 +0.3%
AWM
940
Avior Wealth Management
Nebraska
$543K -$98.1K -1,109 -15%
AIM
941
Aspen Investment Management
Michigan
$540K -$12.2K -138 -2%
CAG
942
Crestwood Advisors Group
Massachusetts
$540K -$974 -11 -0.2%
WSC
943
Wellington Shields & Co
New York
$540K +$620 +7 +0.1%
GP
944
Girard Partners
Pennsylvania
$540K +$22.7K +256 +4%
PFC
945
Phocas Financial Corp
California
$538K -$486K -6,084 Closed
NSIM
946
North Star Investment Management
Illinois
$538K – – –
GSBTD
947
Glenview State Bank Trust Department
Illinois
$538K +$13.3K +150 +3%
EF
948
Empirical Finance
Pennsylvania
$538K +$116K +1,307 +27%
Tudor Investment Corp
949
Tudor Investment Corp
Connecticut
$535K -$1.24M -13,985 -70%
PCM
950
Princeton Capital Management
New Jersey
$534K -$99.2K -1,119 -16%
36 37
38
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