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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 %
RCG
1076
Rock Creek Group
District of Columbia
$425K -$653K -7,120 -61%
Lazard Asset Management
1077
Lazard Asset Management
New York
$424K +$101K +1,111 +31%
OCG
1078
Opus Capital Group
Ohio
$423K -$52.2K -570 -11%
HWM
1079
Holloway Wealth Management
Florida
$417K -$403K – –
WCA
1080
Westover Capital Advisors
Delaware
$416K -$1.92K -21 -0.5%
CT
1081
Coastline Trust
Rhode Island
$414K – – –
FPCM
1082
Financial Partners Capital Management
New York
$413K +$413K +4,514 New
TAIM
1083
TD Ameritrade Investment Management
Nebraska
$413K -$107K -1,172 -21%
FCFC
1084
First Citizens Financial Corp
Iowa
$412K -$21.1K -231 -5%
RWA
1085
Ropes Wealth Advisors
Massachusetts
$412K -$11K -120 -3%
CG
1086
CFO4Life Group
Texas
$412K +$22.8K +249 +6%
WG
1087
Watchman Group
Texas
$411K -$91K -994 -18%
CHA
1088
Carmichael Hill & Associates
Maryland
$411K +$550 +6 +0.1%
CWM
1089
Cornerstone Wealth Management
Missouri
$408K -$31.1K -340 -7%
AWM
1090
Absher Wealth Management
North Carolina
$408K -$16.9K -184 -4%
SMF
1091
Sterling Manor Financial
New York
$408K +$408K +4,459 New
WTC
1092
WhitTier Trust Company
Nevada
$407K – – –
AWM
1093
Accel Wealth Management
Iowa
$407K +$407K +4,443 New
MMG
1094
Monetary Management Group
Missouri
$406K -$91.6K -1,000 -18%
DA
1095
Doliver Advisors
Texas
$406K -$5.49K -60 -1%
SEEDPG
1096
S.E.E.D. Planning Group
New York
$404K -$27.8K -303 -6%
BBNA
1097
Bremer Bank National Association
Minnesota
$404K +$1.83K +20 +0.5%
VIA
1098
Vident Investment Advisory
Georgia
$403K -$14.5K -158 -3%
MSFP
1099
Mark Sheptoff Financial Planning
Connecticut
$403K -$6.4K -70 -2%
RBC
1100
Roble Belko & Company
Pennsylvania
$400K – – –
42 43
44
45 46