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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 %
HW
1051
Hancock Whitney
Mississippi
$455K -$1.58M -17,189 -78%
AW
1052
ACG Wealth
Georgia
$455K -$23.9K -261 -5%
DE
1053
Day & Ennis
Georgia
$455K +$2.93K +32 +0.6%
PIM
1054
Perpetual Investment Management
Australia
$453K +$453K +5,000 New
SWA
1055
Stratos Wealth Advisors
Ohio
$450K +$134K +1,466 +42%
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
$447K +$18.6K +203 +4%
SWM
1057
Sugarloaf Wealth Management
Georgia
$447K +$189K +2,066 +73%
BUB
1058
BBVA USA Bancshares
Texas
$445K +$6.98K +76 +2%
EB
1059
Eastern Bank
Massachusetts
$444K -$5.22K -57 -1%
QCIG
1060
Quad-Cities Investment Group
Iowa
$444K +$549 +6 +0.1%
KA
1061
Kovack Advisors
Florida
$443K +$1.65K +18 +0.4%
PA
1062
Parallel Advisors
California
$442K -$29.2K -319 -6%
ABC
1063
Associated Banc-Corp
Wisconsin
$442K -$13.7K -150 -3%
LCM
1064
LVM Capital Management
Michigan
$442K – – –
QP
1065
Quilter Plc
United Kingdom
$442K – – –
HWA
1066
Heritage Wealth Advisors
Virginia
$435K – – –
MIP
1067
Marietta Investment Partners
Wisconsin
$432K – – –
WIC
1068
Wilkins Investment Counsel
Massachusetts
$431K -$64.1K -700 -13%
SAM
1069
SignalPoint Asset Management
Missouri
$431K +$92 +1 +0%
CFA
1070
CWS Financial Advisors
Michigan
$430K +$4.57K +50 +1%
RCA
1071
Reitz Capital Advisors
Michigan
$428K -$40.7K -445 -9%
RCM
1072
RB Capital Management
Nevada
$428K -$11.4K -124 -3%
TCM
1073
Teza Capital Management
Illinois
$427K -$52.5K -573 -11%
RMDI
1074
R.M. Davis Inc
Maine
$427K +$32.9K +359 +8%
FPGK
1075
Financial Partners Group (Kansas)
Kansas
$426K +$426K +4,724 New
41 42
43
44 45