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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 %
SIA
976
Strategic Investment Advisors
Michigan
$451K -$29.1K -360 -6%
CFA
977
CWS Financial Advisors
Michigan
$450K – – –
BUB
978
BBVA USA Bancshares
Texas
$447K +$82.3K +1,018 +23%
CC
979
Centiva Capital
New York
$445K -$17.2K -213 -4%
ACM
980
Alethea Capital Management
Washington
$445K +$40.5K +500 +10%
BA
981
Bridgewater Associates
Connecticut
$444K +$444K +5,491 New
Qube Research & Technologies (QRT)
982
Qube Research & Technologies (QRT)
United Kingdom
$442K -$2.05M -25,365 -82%
HBT
983
Hills Bank & Trust
Iowa
$442K -$468K -5,791 -51%
OIA
984
OneDigital Investment Advisors
Kansas
$442K +$4.93K +61 +1%
DJSG
985
D.J. St. Germain
Massachusetts
$441K -$82.7K -1,023 -16%
MCM
986
MAI Capital Management
Ohio
$441K +$16.5K +204 +4%
WA
987
Wambolt & Associates
Colorado
$441K +$47.6K +588 +12%
LSPW
988
Lake Street Private Wealth
Illinois
$440K +$74.8K +925 +20%
ESB
989
Essex Savings Bank
Connecticut
$439K -$44.5K -551 -9%
ABC
990
Associated Banc-Corp
Wisconsin
$439K +$24.1K +298 +6%
MCG
991
McCollum Christoferson Group
New York
$438K +$438K +5,415 New
WIC
992
Wilkins Investment Counsel
Massachusetts
$437K -$28.1K -348 -6%
SA
993
Strategic Advisors
New York
$436K -$1.76M -20,630 -80%
ODCM
994
Old Dominion Capital Management
Virginia
$436K -$27K -333 -6%
BHWM
995
Bar Harbor Wealth Management
New Hampshire
$435K -$20.3K -251 -4%
PTP
996
Platform Technology Partners
New York
$433K +$433K +5,349 New
MYIA
997
Mount Yale Investment Advisors
Colorado
$430K +$83.4K +1,032 +24%
HFAS
998
Hummer Financial Advisory Services
Illinois
$426K +$28.3K +350 +7%
AIC
999
Archer Investment Corporation
Indiana
$426K +$45.3K +560 +12%
RT
1000
Rockland Trust
Massachusetts
$425K -$15K -186 -3%
38 39
40
41 42