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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 %
FCB
1026
First Command Bank
Texas
$436K -$4.07K -46 -0.9%
FCFS
1027
First Command Financial Services
Texas
$436K -$4.07K -46 -0.9%
BDF
1028
Balasa Dinverno & Foltz
$434K -$218K -2,462 -33%
EB
1029
Eastern Bank
Massachusetts
$434K -$63.3K -716 -13%
RCM
1030
Radnor Capital Management
Pennsylvania
$433K -$26.5K -300 -6%
IWC
1031
Integrated Wealth Concepts
Massachusetts
$433K +$36K +406 +9%
QCIG
1032
Quad-Cities Investment Group
Iowa
$429K +$620 +7 +0.1%
LCM
1033
LVM Capital Management
Michigan
$428K -$22.2K -250 -5%
QP
1034
Quilter Plc
United Kingdom
$427K – – –
KA
1035
Kovack Advisors
Florida
$427K +$42.8K +483 +11%
CWM
1036
Calamos Wealth Management
Illinois
$426K +$16.5K +187 +4%
CWM
1037
Cornerstone Wealth Management
Missouri
$425K +$37.8K +426 +10%
NFG
1038
Next Financial Group
Texas
$423K +$22.3K +252 +6%
EWM
1039
Edge Wealth Management
New York
$421K +$355K +4,004 +537%
TBA
1040
Tower Bridge Advisors
Pennsylvania
$420K +$35.4K +400 +9%
HWA
1041
Heritage Wealth Advisors
Virginia
$420K – – –
AG
1042
AlphaSimPlex Group
Massachusetts
$420K +$161K +1,821 +62%
FCFC
1043
First Citizens Financial Corp
Iowa
$419K -$7.44K -84 -2%
MIP
1044
Marietta Investment Partners
Wisconsin
$418K – – –
SEEDPG
1045
S.E.E.D. Planning Group
New York
$417K -$8.14K -92 -2%
SAM
1046
SignalPoint Asset Management
Missouri
$417K +$89 +1 +0%
WDA
1047
Wendell David Associates
New Hampshire
$416K – – –
KFGK
1048
Keystone Financial Group (Kentucky)
Kentucky
$414K +$886 +10 +0.2%
ACM
1049
Advisors Capital Management
New Jersey
$414K +$6.57K +74 +2%
CFA
1050
CWS Financial Advisors
Michigan
$412K -$58.4K -659 -12%
40 41
42
43 44