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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 %
AWM
1051
Absher Wealth Management
North Carolina
$410K -$51.9K -587 -11%
RWA
1052
Ropes Wealth Advisors
Massachusetts
$410K -$43.2K -487 -10%
CB
1053
Cadence Bank
Mississippi
$407K -$6.12K -69 -1%
LFA
1054
Legacy Financial Advisors
Kentucky
$407K +$407K +4,596 New
DWM
1055
Darwin Wealth Management
Florida
$406K -$149K -1,681 -27%
WCA
1056
Westover Capital Advisors
Delaware
$405K +$405K +4,569 New
VIA
1057
Vident Investment Advisory
Georgia
$404K +$42.3K +478 +12%
HWM
1058
Holloway Wealth Management
Florida
$403K -$364K – –
CT
1059
Coastline Trust
Rhode Island
$400K +$54.2K +612 +16%
DA
1060
Doliver Advisors
Texas
$398K +$69.9K +790 +21%
BFC
1061
Bedel Financial Consulting
Indiana
$397K – – –
CHA
1062
Carmichael Hill & Associates
Maryland
$397K +$532 +6 +0.1%
MSFP
1063
Mark Sheptoff Financial Planning
Connecticut
$396K +$177 +2 +0%
BC
1064
Burney Company
Virginia
$394K +$19K +214 +5%
BUB
1065
BBVA USA Bancshares
Texas
$393K -$2.72K -33 -0.7%
WTC
1066
WhitTier Trust Company
Nevada
$393K – – –
QCG
1067
Quadrant Capital Group
Ohio
$392K -$22.1K -250 -5%
TCA
1068
Transcend Capital Advisors
New Jersey
$390K +$390K +4,403 New
BBNA
1069
Bremer Bank National Association
Minnesota
$389K -$75.9K -857 -16%
KIA
1070
KCM Investment Advisors
California
$388K -$44.2K -500 -10%
SS
1071
Sunbelt Securities
Texas
$388K +$115K +1,304 +42%
FAT
1072
First American Trust
California
$388K +$388K +4,380 New
WLIM
1073
White Lighthouse Investment Management
Massachusetts
$387K – – –
RBC
1074
Roble Belko & Company
Pennsylvania
$386K – – –
MIC
1075
Means Investment Company
Maine
$386K +$1.87K +20 +0.5%
41 42
43
44 45