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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 %
SFA
1026
Sequoia Financial Advisors
Ohio
$480K -$12.1K -132 -2%
GWS
1027
Glassman Wealth Services
Virginia
$479K +$12.4K +135 +3%
CBT
1028
CoreFirst Bank & Trust
Kansas
$479K +$479K +5,234 New
NAS
1029
Nicolet Advisory Services
Wisconsin
$478K -$1.74K -19 -0.4%
ACM
1030
Advisors Capital Management
New Jersey
$477K +$50.4K +551 +12%
TCA
1031
Transcend Capital Advisors
New Jersey
$477K +$74.2K +811 +18%
RCM
1032
Radnor Capital Management
Pennsylvania
$475K +$27.4K +300 +6%
Dodge & Cox
1033
Dodge & Cox
California
$474K – – –
ACA
1034
Aptus Capital Advisors
Alabama
$474K +$15.3K +168 +3%
CFS
1035
Cannon Financial Strategists
Georgia
$472K +$13.6K +149 +3%
EP
1036
Edgestream Partners
New Jersey
$472K +$472K +5,159 New
PFC
1037
Phocas Financial Corp
California
$471K -$538K – –
SGK
1038
Steigerwald Gordon & Koch
Virginia
$471K – – –
TC
1039
TwinBeech Capital
New York
$469K +$469K +5,127 New
MG
1040
Mather Group
Illinois
$466K -$56.9K -622 -11%
EWM
1041
EPG Wealth Management
Georgia
$466K -$43.2K -472 -8%
HFAS
1042
Hummer Financial Advisory Services
Illinois
$464K -$21.3K -232 -4%
TIA
1043
Tiemann Investment Advisors
California
$464K – – –
IWC
1044
Integrated Wealth Concepts
Massachusetts
$463K +$15.7K +171 +4%
SG
1045
StoneX Group
New York
$461K -$196K -2,142 -30%
NA
1046
Navellier & Associates
Nevada
$461K -$42.3K -462 -8%
PHK
1047
Point72 Hong Kong
Hong Kong
$460K -$466K -5,090 -50%
BFC
1048
Blue Fin Capital
Rhode Island
$459K -$4.94K -54 -1%
NB
1049
NBT Bank
New York
$457K -$154K -1,683 -25%
NFG
1050
Next Financial Group
Texas
$457K +$19.6K +214 +4%
40 41
42
43 44