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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 %
FHB
951
First Hawaiian Bank
Hawaii
$483K +$121K +1,498 +33%
SWM
952
Stockman Wealth Management
Montana
$482K +$243 +3 +0.1%
WQ
953
Wealth Quarterback
New Jersey
$480K -$267K -3,345 -36%
CAI
954
Capital Advisors Inc
Oklahoma
$476K -$1.46K -18 -0.3%
MGWM
955
Marks Group Wealth Management
Minnesota
$476K +$14.7K +182 +3%
EPWM
956
Essex Private Wealth Management
Massachusetts
$475K +$4.29K +53 +0.9%
SFI
957
SPC Financial Inc
Maryland
$474K +$87K +1,075 +22%
CAM
958
Centre Asset Management
New York
$473K -$235K -2,900 -33%
BCP
959
Berkeley Capital Partners
Georgia
$473K +$8.91K +110 +2%
RIM
960
Rampart Investment Management
Connecticut
$472K -$2.61M -32,302 -85%
EWM
961
Empirical Wealth Management
Washington
$472K +$222K +2,741 +89%
Parallax Volatility Advisers
962
Parallax Volatility Advisers
California
$471K +$40.8K +504 +9%
EB
963
Eastern Bank
Massachusetts
$469K -$15.7K -194 -3%
CWM
964
Calamos Wealth Management
Illinois
$467K -$2.81M -34,701 -86%
NB
965
Nicolet Bankshares
Wisconsin
$467K +$216K +2,673 +86%
FBC
966
Fairfield, Bush & Co
Connecticut
$465K – – –
WSC
967
Wellington Shields & Co
New York
$465K +$566 +7 +0.1%
VWA
968
V Wealth Advisors
Kansas
$461K +$7.45K +92 +2%
CB
969
Community Bank
New York
$459K +$33.9K +419 +8%
AA
970
Ancora Advisors
Ohio
$457K +$60.6K +750 +15%
RDWM
971
Red Door Wealth Management
Tennessee
$457K +$203K +2,512 +80%
FAM
972
Formidable Asset Management
Ohio
$456K -$47.4K -586 -9%
CG
973
Caprock Group
Idaho
$456K +$456K +5,634 New
APC
974
Aspire Private Capital
North Carolina
$455K -$1.62M -20,015 -78%
WG
975
Watchman Group
Texas
$452K – – –
37 38
39
40 41