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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
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$293M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.77M
2
Invesco
Invesco
Georgia
$814M
3
State Street
State Street
Massachusetts
$3.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
76
TD Asset Management
Ontario, Canada
$64.4M +$4.35M +49,094 +7%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$62.9M -$1.58M -17,788 -2%
Victory Capital Management
78
Victory Capital Management
Texas
$62.3M -$32.7M -369,643 -34%
CIA
79
ClearBridge Investments (Australia)
Australia
$61M +$9.98M +112,746 +20%
Prudential Financial
80
Prudential Financial
New Jersey
$60.9M +$1.37M +15,438 +2%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$60M +$11.2M +126,400 +23%
Macquarie Group
82
Macquarie Group
Australia
$59.9M +$17.6M +198,362 +41%
CWP
83
Capital Wealth Planning
Florida
$58.3M +$6.53M +73,728 +13%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$57.8M +$15.7M +176,840 +37%
Allianz Asset Management
85
Allianz Asset Management
Germany
$55.1M -$17.2M -194,078 -24%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$54.8M +$801K +9,047 +1%
ORIO
87
Old Republic International (ORI)
Illinois
$53.9M – – –
LPL Financial
88
LPL Financial
California
$53.8M -$506K -5,710 -0.9%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$52.2M -$8.22M -92,862 -14%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$51M -$3.02M -34,708 -6%
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$49.7M -$2.78M -31,372 -5%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$48.8M -$4.12M -46,513 -8%
BC
93
Bartlett & Co
Ohio
$48.7M +$9.96M +112,418 +26%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$48.7M +$9.96M +112,418 +26%
PCA
95
Personal Capital Advisors
California
$48.5M +$637K +7,193 +1%
PAM
96
Panagora Asset Management
Massachusetts
$47.4M +$1.25M +14,109 +3%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$47.3M +$1.74M +19,654 +4%
MIP
98
Mondrian Investment Partners
United Kingdom
$47.1M +$1.92M +20,853 +4%
CI
99
Cincinnati Insurance
Ohio
$46.4M – – –
CB
100
Commerce Bank
Missouri
$45.4M +$5.82M +65,716 +15%
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4
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