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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 %
LWM
976
Laidlaw Wealth Management
New York
$534K +$534K +5,833 New
Credit Agricole
977
Credit Agricole
France
$534K +$534K +5,835 New
LCM
978
Logan Capital Management
Pennsylvania
$533K +$52.7K +576 +11%
CWP
979
Concord Wealth Partners
Virginia
$531K +$531K +5,804 New
AFAS
980
Acorn Financial Advisory Services
Virginia
$530K -$153K -1,681 -22%
FIM
981
Freedom Investment Management
Connecticut
$530K +$32.4K +354 +7%
IB
982
Intrust Bank
Kansas
$529K -$42.3K -462 -7%
SFP
983
Sandbox Financial Partners
Maryland
$529K +$529K +5,781 New
PA
984
Procyon Advisors
Connecticut
$528K -$13.7K -150 -3%
CT
985
Clearstead Trust
Maine
$528K – – –
CCP
986
Corient Capital Partners
California
$526K +$48.5K +529 +10%
ACM
987
AlphaCrest Capital Management
New York
$524K -$24.7K -270 -5%
FBC
988
Fairfield, Bush & Co
Connecticut
$523K – – –
TC
989
Truvestments Capital
Florida
$522K -$10.9K -119 -2%
HL
990
HeadInvest LLC
Maine
$522K +$129K +1,404 +33%
AIC
991
Archer Investment Corporation
Indiana
$521K +$1.37K +15 +0.3%
SFI
992
SPC Financial Inc
Maryland
$519K -$31.7K -346 -6%
Edgewood Management
993
Edgewood Management
Connecticut
$516K – – –
KPCM
994
Kings Point Capital Management
New York
$516K +$7.32K +80 +1%
BFIM
995
Beese Fulmer Investment Management
Ohio
$516K +$24.7K +270 +5%
CGL
996
Clarius Group LLC
Washington
$515K +$54.8K +599 +12%
OPCM
997
Osborne Partners Capital Management
California
$514K -$27.1K -296 -5%
JAM
998
Jupiter Asset Management
United Kingdom
$514K +$514K +5,616 New
GA
999
Greytown Advisors
Florida
$513K +$223K +2,439 +77%
PCS
1000
Personal CFO Solutions
New Jersey
$512K -$5.03K -55 -1%
38 39
40
41 42