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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1101
Baker Ellis Asset Management
Washington
$325K -$9.88K -122 -3%
RWM
1102
Reston Wealth Management
Virginia
$325K +$325K +4,018 New
RMAM
1103
Raab & Moskowitz Asset Management
New Jersey
$324K +$2.02K +25 +0.6%
KA
1104
Kovack Advisors
Florida
$320K +$6.39K +79 +2%
HB
1105
Horizon Bancorp
Indiana
$316K -$18.8K -233 -6%
SWM
1106
SVA Wealth Management
Wisconsin
$316K – – –
CT
1107
Coastline Trust
Rhode Island
$316K – – –
CA
1108
Claro Advisors
Massachusetts
$316K +$16.7K +207 +6%
GAM
1109
Gotham Asset Management
New York
$316K +$316K +3,912 New
CB
1110
Cadence Bank
Mississippi
$314K -$59.3K -732 -16%
GIP
1111
Greatmark Investment Partners
Georgia
$314K – – –
KWMG
1112
King Wealth Management Group
Florida
$313K +$123K +1,514 +64%
P
1113
&Partners
Tennessee
$312K +$4.28K +53 +1%
CWS
1114
Cypress Wealth Services
California
$312K +$7.77K +96 +3%
BAM
1115
Berkshire Asset Management
Pennsylvania
$312K +$312K +3,863 New
BIM
1116
Baldwin Investment Management
Pennsylvania
$311K – – –
LAS
1117
Lloyd Advisory Services
Georgia
$309K -$81.4K -1,008 -21%
KA
1118
KLCM Advisors
Wisconsin
$307K – – –
RC
1119
RegentAtlantic Capital
New Jersey
$304K -$29.4K -364 -9%
CWM
1120
Chesapeake Wealth Management
Virginia
$303K -$20.2K -250 -6%
RSWM
1121
Robertson Stephens Wealth Management
California
$302K +$302K +3,732 New
IAIM
1122
International Assets Investment Management
Florida
$302K +$302K +3,733 New
FMP
1123
Financial Management Professionals
Texas
$301K – – –
DLA
1124
Douglas Lane & Associates
New York
$300K -$1.45K -18 -0.5%
MIM
1125
Moseley Investment Management
Florida
$300K +$22.9K +283 +8%
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45
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