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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGK
976
Steigerwald Gordon & Koch
Virginia
$427K -$8.99K -100 -2%
FHB
977
First Hawaiian Bank
Hawaii
$427K +$1.8K +20 +0.4%
BHBT
978
Burke & Herbert Bank & Trust
Virginia
$426K +$1.35K +15 +0.3%
MIP
979
Marietta Investment Partners
Wisconsin
$425K – – –
RWM
980
RBA Wealth Management
California
$424K +$424K +4,711 New
AL
981
Aspiriant LLC
California
$422K -$84.1K -930 -17%
HWA
982
Heritage Wealth Advisors
Virginia
$421K +$59.9K +666 +17%
DWT
983
Dorsey & Whitney Trust
South Dakota
$421K +$10.6K +117 +3%
HWM
984
Holloway Wealth Management
Florida
$417K -$555K – –
AA
985
Ancora Advisors
Ohio
$414K -$81.7K -907 -16%
VRM
986
Vectors Research Management
New York
$409K -$26.7K -296 -6%
HC
987
HNP Capital
New York
$409K -$26.7K -296 -6%
ACP
988
Aviance Capital Partners
Florida
$409K +$72.1K +802 +21%
NAS
989
Nicolet Advisory Services
Wisconsin
$408K +$408K +4,528 New
RCM
990
Radnor Capital Management
Pennsylvania
$407K – – –
SIC
991
Sigma Investment Counselors
Michigan
$406K +$40.5K +450 +11%
TIA
992
Tiemann Investment Advisors
California
$405K – – –
KCM
993
Kanawha Capital Management
Virginia
$404K +$360 +4 +0.1%
AIC
994
Ameritas Investment Company
Nebraska
$402K -$313K -3,480 -44%
CFN
995
Cordasco Financial Network
Florida
$401K +$4.14K +46 +1%
GRP
996
Global Retirement Partners
California
$401K +$27.3K +303 +7%
CAG
997
Crestwood Advisors Group
Massachusetts
$400K -$3.24K -36 -0.8%
ED
998
Exane Derivatives
France
$399K +$257K +2,858 +181%
AG
999
AlphaSimPlex Group
Massachusetts
$398K +$398K +4,425 New
CT
1000
Cambridge Trust
Massachusetts
$395K +$395K +4,395 New
38 39
40
41 42