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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
1001
Soltis Investment Advisors
Utah
$425K +$63.5K +785 +18%
SG
1002
StoneX Group
New York
$424K -$24.8K -306 -6%
Luther King Capital Management (LKCM)
1003
Luther King Capital Management (LKCM)
Texas
$423K -$55.8K -690 -12%
FBT
1004
First Bankers Trust
Kentucky
$423K -$8.08K -100 -2%
OCG
1005
Opus Capital Group
Ohio
$422K +$84K +1,040 +25%
Dodge & Cox
1006
Dodge & Cox
California
$419K – – –
BFC
1007
Blue Fin Capital
Rhode Island
$418K – – –
RWA
1008
Ropes Wealth Advisors
Massachusetts
$418K +$4.69K +58 +1%
SGK
1009
Steigerwald Gordon & Koch
Virginia
$416K -$59K -730 -12%
PIMG
1010
Patriot Investment Management Group
Tennessee
$416K -$52.4K -649 -11%
BBA
1011
Braun-Bostich & Associates
Pennsylvania
$414K -$931 -12 -0.2%
ACA
1012
Aptus Capital Advisors
Alabama
$412K -$334K -4,135 -45%
FIM
1013
Frontier Investment Management
Texas
$412K +$36.5K +451 +10%
SIC
1014
Sigma Investment Counselors
Michigan
$410K -$3.8K -47 -0.9%
AIC
1015
Ameritas Investment Company
Nebraska
$410K +$102K +1,292 +33%
PP
1016
Paloma Partners
Connecticut
$409K -$1.31M -16,183 -76%
LCM
1017
LVM Capital Management
Michigan
$408K -$1.78K -22 -0.4%
QCIG
1018
Quad-Cities Investment Group
Iowa
$406K +$324 +4 +0.1%
CFS
1019
Cannon Financial Strategists
Georgia
$405K – – –
BFIM
1020
Beese Fulmer Investment Management
Ohio
$405K +$22.2K +275 +6%
IWC
1021
Integrated Wealth Concepts
Massachusetts
$404K +$106K +1,305 +35%
FCB
1022
First Command Bank
Texas
$402K – – –
FCFS
1023
First Command Financial Services
Texas
$402K – – –
RG
1024
Rikoon Group
New Mexico
$401K -$2.34K -29 -0.6%
EWF
1025
Epstein & White Financial
California
$399K -$117K -1,412 -23%
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