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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 %
GVAG
976
Great Valley Advisor Group
Delaware
$499K -$1.59K -18 -0.3%
EWM
977
EPG Wealth Management
Georgia
$493K -$91.8K -1,036 -16%
KPCM
978
Kings Point Capital Management
New York
$492K +$4.43K +50 +0.9%
EH
979
Equitable Holdings
New York
$491K +$106K +1,199 +28%
WANY
980
Wealthspire Advisors (New York)
New York
$490K -$54K -609 -10%
PCG
981
Private Capital Group
Connecticut
$490K -$44.8K -506 -8%
NA
982
Navellier & Associates
Nevada
$487K -$85.9K -971 -15%
FFBTD
983
First Financial Bank - Trust Division
Ohio
$487K -$17.5K -198 -3%
WG
984
Watchman Group
Texas
$486K +$8.33K +94 +2%
Wolverine Trading
985
Wolverine Trading
Illinois
$486K +$125K +1,520 +35%
BHBT
986
Burke & Herbert Bank & Trust
Virginia
$484K +$84.8K +957 +21%
AC
987
Allstate Corporation
Illinois
$483K -$883K -9,970 -65%
DJSG
988
D.J. St. Germain
Massachusetts
$483K -$12.4K -140 -3%
FIM
989
Freedom Investment Management
Connecticut
$482K -$16.7K -188 -3%
BCP
990
Berkeley Capital Partners
Georgia
$482K +$31.8K +359 +7%
MMG
991
Monetary Management Group
Missouri
$481K – – –
WIC
992
Wilkins Investment Counsel
Massachusetts
$479K – – –
SFA
993
Sequoia Financial Advisors
Ohio
$476K +$47.3K +535 +11%
BFIM
994
Beese Fulmer Investment Management
Ohio
$475K +$31.9K +360 +7%
Luther King Capital Management (LKCM)
995
Luther King Capital Management (LKCM)
Texas
$474K +$69.9K +790 +17%
VWA
996
Visionary Wealth Advisors
Illinois
$472K +$48.5K +547 +11%
HFAS
997
Hummer Financial Advisory Services
Illinois
$469K -$8.86K -100 -2%
PG
998
Patten Group
Tennessee
$468K +$106K +1,199 +29%
LCM
999
Logan Capital Management
Pennsylvania
$465K +$465K +5,246 New
WWM
1000
Western Wealth Management
Colorado
$464K -$72.2K -814 -13%
38 39
40
41 42