DUK icon

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 %
WLIM
1101
White Lighthouse Investment Management
Massachusetts
$400K – – –
CAM
1102
Cypress Asset Management
Texas
$400K +$400K +4,370 New
FAT
1103
First American Trust
California
$399K -$1.56K -17 -0.4%
ACI
1104
Alpha Cubed Investments
California
$399K +$47.2K +516 +13%
QCG
1105
Quadrant Capital Group
Ohio
$397K -$8.14K -89 -2%
LFA
1106
Lighthouse Financial Advisors
Maryland
$397K +$5.67K +62 +1%
PPW
1107
Pasadena Private Wealth
California
$397K +$117K +1,277 +42%
BCA
1108
Bray Capital Advisors
Florida
$396K – – –
LC
1109
Lavaca Capital
Texas
$396K +$14.3K +156 +4%
AG
1110
AIA Group
Hong Kong
$396K +$396K +4,242 New
AF
1111
Arrow Financial
New York
$394K +$30.7K +336 +8%
CA
1112
Crewe Advisors
Utah
$393K -$6.78K -74 -2%
EWM
1113
Edge Wealth Management
New York
$392K -$41.3K -453 -10%
ESCM
1114
Echo Street Capital Management
New York
$392K +$392K +4,286 New
AWM
1115
Apollon Wealth Management
South Carolina
$391K -$251K -2,743 -39%
WPP
1116
Whalerock Point Partners
Rhode Island
$390K +$364K +3,977 +1,400%
CT
1117
Cambridge Trust
Massachusetts
$388K +$20.3K +222 +6%
CPSC
1118
Carl P. Sherr & Co
Massachusetts
$386K -$5.13K -56 -1%
FHC
1119
First Heartland Consultants
Missouri
$386K +$458 +5 +0.1%
CFG
1120
Cooper Financial Group
California
$386K +$55.4K +605 +17%
VVP
1121
Venture Visionary Partners
Ohio
$385K +$385K +4,214 New
KCM
1122
Kanawha Capital Management
Virginia
$383K +$1.92K +21 +0.5%
OIA
1123
OneDigital Investment Advisors
Kansas
$383K +$81.3K +888 +27%
AIS
1124
American Investment Services
Massachusetts
$381K -$914K -9,982 -71%
FTC
1125
Farmers Trust Company
Ohio
$381K – – –
43 44
45
46 47