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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 %
AIC
926
Ameritas Investment Company
Nebraska
$605K +$334K +3,672 +123%
FAM
927
Formidable Asset Management
Ohio
$603K +$42.8K +472 +8%
CT
928
Chicago Trust
Illinois
$601K -$21.5K -235 -3%
KIA
929
KCM Investment Advisors
California
$599K +$197K +2,155 +49%
MWM
930
Marietta Wealth Management
Georgia
$598K -$2.52M -27,516 -81%
WI
931
WrapManager Inc
California
$598K -$143K -1,559 -19%
SPI
932
Santori & Peters Inc
Pennsylvania
$598K – – –
Members Trust
933
Members Trust
Florida
$596K +$45.6K +498 +8%
KCPG
934
Kavar Capital Partners Group
Kansas
$595K +$7.32K +80 +1%
PG
935
Patten Group
Tennessee
$595K +$112K +1,221 +23%
SP
936
Symmetry Partners
Connecticut
$594K – – –
Marshall Wace
937
Marshall Wace
United Kingdom
$593K +$593K +6,473 New
EWA
938
ERTS Wealth Advisors
Michigan
$582K +$6.32K +69 +1%
AWA
939
Arkadios Wealth Advisors
Georgia
$580K +$400K +4,375 +222%
GSBTD
940
Glenview State Bank Trust Department
Illinois
$578K +$22K +241 +4%
AWM
941
Avior Wealth Management
Nebraska
$577K +$16.2K +177 +3%
MGWM
942
Marks Group Wealth Management
Minnesota
$576K +$2.75K +30 +0.5%
LSPW
943
Lake Street Private Wealth
Illinois
$576K +$9.15K +100 +2%
RPC
944
Rossmore Private Capital
Connecticut
$576K +$188K +2,052 +48%
BFM
945
Boston Financial Management
Massachusetts
$575K -$17.4K -190 -3%
MWM
946
Meridian Wealth Management
Kentucky
$575K +$30K +328 +6%
AF
947
Aldebaran Financial
$573K +$458 +5 +0.1%
RIA
948
Realta Investment Advisors
Delaware
$571K -$3.2K -35 -0.6%
HCM
949
Hodges Capital Management
Texas
$567K -$31K -339 -5%
Luther King Capital Management (LKCM)
950
Luther King Capital Management (LKCM)
Texas
$565K +$74.4K +813 +15%
36 37
38
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