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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 %
DWT
1001
Dorsey & Whitney Trust
South Dakota
$464K -$63K -709 -12%
NAS
1002
Nicolet Advisory Services
Wisconsin
$464K +$39.9K +450 +9%
AW
1003
ACG Wealth
Georgia
$463K -$6.64K -75 -1%
WQ
1004
Wealth Quarterback
New Jersey
$463K – – –
TCM
1005
Teza Capital Management
Illinois
$463K +$463K +5,232 New
ESB
1006
Essex Savings Bank
Connecticut
$461K +$2.39K +27 +0.5%
CCP
1007
Corient Capital Partners
California
$461K +$34.5K +390 +8%
Dodge & Cox
1008
Dodge & Cox
California
$459K – – –
OCG
1009
Opus Capital Group
Ohio
$459K – – –
PA
1010
Parallel Advisors
California
$456K -$49.7K -561 -10%
SGK
1011
Steigerwald Gordon & Koch
Virginia
$456K – – –
RCA
1012
Reitz Capital Advisors
Michigan
$453K +$54.5K +616 +14%
GWS
1013
Glassman Wealth Services
Virginia
$452K +$6.91K +78 +2%
BFC
1014
Blue Fin Capital
Rhode Island
$449K – – –
TIA
1015
Tiemann Investment Advisors
California
$449K +$31K +350 +7%
MCG
1016
McCollum Christoferson Group
New York
$446K -$1.15K -13 -0.3%
CGL
1017
Clarius Group LLC
Washington
$445K -$62.9K -710 -12%
ACA
1018
Aptus Capital Advisors
Alabama
$444K -$6.72K -76 -1%
CFS
1019
Cannon Financial Strategists
Georgia
$444K -$12.5K -141 -3%
N
1020
Natixis
France
$442K -$29.4M -331,683 -99%
WI
1021
Wintrust Investments
Illinois
$442K +$48.5K +548 +12%
ABC
1022
Associated Banc-Corp
Wisconsin
$440K -$4.42K -50 -1%
RCM
1023
RB Capital Management
Nevada
$440K +$9.08K +99 +2%
TIA
1024
Traphagen Investment Advisors
New Jersey
$440K +$440K +12,812 New
DE
1025
Day & Ennis
Georgia
$438K +$5.41K +61 +1%
39 40
41
42 43