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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 %
DWT
951
Dorsey & Whitney Trust
South Dakota
$565K +$87.4K +955 +18%
TF
952
TLWM Financial
Texas
$564K +$1.01K +11 +0.2%
LIA
953
LBMC Investment Advisors
Tennessee
$561K +$14.9K +163 +3%
FHB
954
First Hawaiian Bank
Hawaii
$560K -$97.2K -1,062 -15%
ACWM
955
Adams Chetwood Wealth Management
North Carolina
$560K -$31.2K -341 -5%
AIM
956
Aspen Investment Management
Michigan
$560K +$1.65K +18 +0.3%
WSC
957
Wellington Shields & Co
New York
$559K +$549 +6 +0.1%
FFWM
958
Future Financial Wealth Management
Ohio
$557K +$557K +6,088 New
NSIM
959
North Star Investment Management
Illinois
$556K – – –
T
960
TRUADVICE
Florida
$552K – – –
PCM
961
Princeton Capital Management
New Jersey
$552K +$92 +1 +0%
VAM
962
Verity Asset Management
North Carolina
$551K -$14.2K -155 -3%
BAS
963
Brown Advisory Securities
Maryland
$551K +$4.58K +50 +0.8%
GB
964
Goepper Burkhardt
South Carolina
$551K +$551K +6,015 New
SRSA
965
S.R. Schill & Associates
Washington
$550K – – –
EGA
966
E&G Advisors
Texas
$549K -$45.8K -500 -8%
SACTSONJ
967
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$549K – – –
EH
968
Equitable Holdings
New York
$546K +$38.3K +418 +8%
ALAM
969
Asahi Life Asset Management
Japan
$545K -$24.7K -270 -4%
HI
970
Hudock Inc
Pennsylvania
$545K -$17.6K -192 -3%
VWA
971
V Wealth Advisors
Kansas
$545K +$545K +5,953 New
FAM
972
Flaharty Asset Management
Florida
$542K +$260K +2,842 +92%
CA
973
Calton & Associates
Florida
$540K -$12.3K -134 -2%
EGM
974
Engineers Gate Manager
New York
$540K +$540K +5,897 New
EPWM
975
Essex Private Wealth Management
Massachusetts
$536K -$2.92K -32 -0.5%
37 38
39
40 41