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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 %
FMWA
1001
Forvis Mazars Wealth Advisors
Missouri
$512K +$136K +1,486 +36%
LOPW
1002
Live Oak Private Wealth
North Carolina
$512K +$291K +3,177 +132%
ESB
1003
Essex Savings Bank
Connecticut
$509K +$32.1K +350 +7%
KWM
1004
Keebeck Wealth Management
Illinois
$509K +$509K +5,559 New
FCB
1005
First Command Bank
Texas
$508K +$57.1K +624 +13%
FCFS
1006
First Command Financial Services
Texas
$508K +$57.1K +624 +13%
BFS
1007
Bard Financial Services
Connecticut
$507K +$507K +5,535 New
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$505K +$4.58K +50 +0.9%
ACM
1009
Alethea Capital Management
Washington
$504K -$625K -6,825 -55%
CBT
1010
Capital Bank & Trust
California
$504K +$247K +2,700 +96%
GP
1011
Girard Partners
Pennsylvania
$503K -$54.6K -597 -10%
DWM
1012
Darwin Wealth Management
Florida
$503K +$83.8K +917 +20%
FBB
1013
Fulton Breakefield Broenniman
Maryland
$502K -$42.5K -464 -8%
PCG
1014
Private Capital Group
Connecticut
$502K -$5.41K -59 -1%
FFBTD
1015
First Financial Bank - Trust Division
Ohio
$502K -$549 -6 -0.1%
GVAG
1016
Great Valley Advisor Group
Delaware
$501K -$15.9K -174 -3%
BCP
1017
Berkeley Capital Partners
Georgia
$501K +$2.93K +32 +0.6%
WEC
1018
Winslow Evans & Crocker
Massachusetts
$501K +$406K +4,435 +428%
DJSG
1019
D.J. St. Germain
Massachusetts
$500K – – –
PP
1020
Paloma Partners
Connecticut
$498K -$6.37M -69,595 -93%
CAM
1021
Costello Asset Management
Pennsylvania
$497K +$122K +1,337 +33%
VWA
1022
Visionary Wealth Advisors
Illinois
$494K +$6.23K +68 +1%
DSC
1023
Duncker Streett & Co
Missouri
$490K -$28.5K -312 -6%
WWM
1024
Western Wealth Management
Colorado
$490K +$10.4K +113 +2%
SS
1025
Sunbelt Securities
Texas
$484K +$82.7K +903 +21%
39 40
41
42 43