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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 %
CA
1076
Crewe Advisors
Utah
$386K +$6.55K +74 +2%
MCM
1077
Marathon Capital Management
Maryland
$383K – – –
BCA
1078
Bray Capital Advisors
Florida
$383K – – –
BC
1079
Barnett & Company
Tennessee
$383K +$17.7K +200 +5%
RMDI
1080
R.M. Davis Inc
Maine
$381K -$156K -1,759 -29%
ACG
1081
Allen Capital Group
Nebraska
$381K +$45.5K +489 +14%
HL
1082
HeadInvest LLC
Maine
$380K +$37.6K +425 +11%
LFA
1083
Lighthouse Financial Advisors
Maryland
$379K +$3.36K +38 +0.9%
CPSC
1084
Carl P. Sherr & Co
Massachusetts
$378K – – –
CG
1085
CFO4Life Group
Texas
$376K -$4.25K -48 -1%
RPC
1086
Rossmore Private Capital
Connecticut
$375K – – –
MWM
1087
Mission Wealth Management
California
$375K +$93.8K +1,059 +33%
CF
1088
Centaurus Financial
California
$375K +$179K +2,023 +91%
FHC
1089
First Heartland Consultants
Missouri
$373K -$20.2K -228 -5%
RG
1090
Rikoon Group
New Mexico
$371K -$68.9K -778 -16%
GCA
1091
Greenwood Capital Associates
South Carolina
$370K +$100K +1,132 +37%
HCP
1092
Hexagon Capital Partners
Arkansas
$370K +$370K +3,948 New
KCM
1093
Kanawha Capital Management
Virginia
$369K -$11.3K -128 -3%
LC
1094
Lavaca Capital
Texas
$369K – – –
FTC
1095
Farmers Trust Company
Ohio
$368K -$20.4K -230 -5%
FMWA
1096
Forvis Mazars Wealth Advisors
Missouri
$364K +$3.28K +37 +0.9%
CAM
1097
Costello Asset Management
Pennsylvania
$363K -$9.12K -103 -2%
ST
1098
Sabal Trust
Florida
$363K +$29.3K +331 +9%
NPF
1099
Norris Perne & French
Michigan
$363K +$103K +1,158 +39%
FBT
1100
First Bankers Trust
Kentucky
$362K -$89.8K -1,013 -20%
42 43
44
45 46