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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 %
CA
951
Calton & Associates
Florida
$534K +$6.55K +74 +1%
CFMC
952
Curbstone Financial Management Corp
New Hampshire
$534K +$62K +700 +13%
SFI
953
SPC Financial Inc
Maryland
$533K +$14.2K +160 +3%
Members Trust
954
Members Trust
Florida
$533K +$106K +1,190 +25%
SRSA
955
S.R. Schill & Associates
Washington
$532K – – –
ACM
956
AlphaCrest Capital Management
New York
$531K -$3.97M -44,747 -88%
SACTSONJ
957
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$531K – – –
LIA
958
LBMC Investment Advisors
Tennessee
$529K +$89 +1 +0%
BAS
959
Brown Advisory Securities
Maryland
$528K -$69.5K -785 -12%
MWM
960
Meridian Wealth Management
Kentucky
$527K +$197K +2,232 +60%
FBB
961
Fulton Breakefield Broenniman
Maryland
$526K -$25.5K -288 -5%
PA
962
Procyon Advisors
Connecticut
$524K -$10.3K -116 -2%
OPCM
963
Osborne Partners Capital Management
California
$523K – – –
EPWM
964
Essex Private Wealth Management
Massachusetts
$522K +$1.68K +19 +0.3%
TC
965
Truvestments Capital
Florida
$516K -$440K -4,970 -46%
CT
966
Clearstead Trust
Maine
$510K -$50.5K -570 -9%
FBC
967
Fairfield, Bush & Co
Connecticut
$506K -$3.37K -38 -0.7%
MG
968
Mather Group
Illinois
$506K +$77.6K +876 +18%
OSAM
969
O'Shaughnessy Asset Management
Connecticut
$506K +$129K +1,454 +34%
SW
970
SteelPeak Wealth
California
$505K +$505K +5,706 New
TAIM
971
TD Ameritrade Investment Management
Nebraska
$504K -$32K -361 -6%
AIC
972
Archer Investment Corporation
Indiana
$503K +$50.4K +569 +11%
COF
973
Capital One Financial
Virginia
$502K -$428K -4,836 -46%
DSC
974
Duncker Streett & Co
Missouri
$502K -$18.7K -211 -4%
Edgewood Management
975
Edgewood Management
Connecticut
$499K -$183K -2,071 -27%
37 38
39
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