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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 %
1IA
1026
1834 Investment Advisors
Wisconsin
$397K +$70.2K +868 +21%
RCM
1027
Radnor Capital Management
Pennsylvania
$396K +$29.6K +366 +8%
WHG
1028
Westwood Holdings Group
Texas
$395K -$566 -7 -0.1%
KIA
1029
KCM Investment Advisors
California
$395K +$12.5K +154 +3%
KFGK
1030
Keystone Financial Group (Kentucky)
Kentucky
$395K +$121K +1,495 +44%
CGL
1031
Clarius Group LLC
Washington
$394K -$22.7K -281 -5%
TIA
1032
Tiemann Investment Advisors
California
$394K +$13.9K +172 +4%
NB
1033
NBT Bank
New York
$393K -$567 -7 -0.1%
DE
1034
Day & Ennis
Georgia
$393K +$12.6K +156 +3%
NAS
1035
Nicolet Advisory Services
Wisconsin
$393K +$25.5K +315 +7%
ADL
1036
Asset Dedication LLC
California
$392K -$18.8K -232 -5%
RIA
1037
Realta Investment Advisors
Delaware
$391K -$264K -3,272 -40%
B
1038
Bailard
California
$390K -$22.2K -275 -5%
PI
1039
Putnam Investments
Massachusetts
$389K -$116K -1,438 -23%
HWA
1040
Heritage Wealth Advisors
Virginia
$387K -$37K -458 -9%
VWA
1041
Visionary Wealth Advisors
Illinois
$387K +$50.7K +627 +15%
BHBT
1042
Burke & Herbert Bank & Trust
Virginia
$386K – – –
TBA
1043
Tower Bridge Advisors
Pennsylvania
$384K +$14.2K +176 +4%
CG
1044
CFO4Life Group
Texas
$383K +$21.1K +261 +6%
MIP
1045
Marietta Investment Partners
Wisconsin
$382K – – –
WI
1046
Wintrust Investments
Illinois
$382K +$159K +1,969 +72%
ACM
1047
Advisors Capital Management
New Jersey
$381K -$154K -1,902 -29%
HF
1048
HRT Financial
New York
$381K +$381K +4,719 New
WDA
1049
Wendell David Associates
New Hampshire
$380K – – –
LNB
1050
Ledyard National Bank
$379K -$79.3K -981 -17%
40 41
42
43 44