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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
1126
Bangor Savings Bank
Maine
$315K +$7.2K +75 +2%
PWLP
1127
Prio Wealth Limited Partnership
Massachusetts
$315K +$63.7K +665 +25%
MWM
1128
Meridian Wealth Management
Kentucky
$314K -$5.18K -54 -2%
IDBONY
1129
Israel Discount Bank of New York
New York
$314K +$3.84K +40 +1%
RCM
1130
RB Capital Management
Nevada
$314K +$60K +619 +24%
CT
1131
Cambridge Trust
Massachusetts
$312K -$57.9K -604 -16%
LF
1132
Lantz Financial
Illinois
$312K +$8.25K +87 +3%
EIA
1133
Edgemoor Investment Advisors
Maryland
$311K – – –
GWAG
1134
Garrett Wealth Advisory Group
Texas
$309K -$19.7K -205 -6%
BWCS
1135
Beirne Wealth Consulting Services
Connecticut
$308K +$575 +6 +0.2%
B
1136
Bridgeworth
Alabama
$307K -$97.2K -1,014 -24%
AA
1137
Apriem Advisors
California
$307K – – –
BONST
1138
Bank of Nova Scotia Trust
Ontario, Canada
$307K +$288 +3 +0.1%
HIS
1139
Harvest Investment Services
Illinois
$305K +$305K +3,173 New
EMG
1140
ETF Managers Group
New Jersey
$303K -$326K -3,395 -52%
PAI
1141
Pittenger & Anderson Inc
Nebraska
$303K – – –
ACM
1142
Advisors Capital Management
New Jersey
$303K +$21.5K +224 +8%
LCM
1143
Laurion Capital Management
New York
$303K +$303K +3,162 New
MIC
1144
Meridian Investment Counsel
California
$301K – – –
BMC
1145
Beaton Management Company
Massachusetts
$301K +$17.3K +181 +6%
CFA
1146
Capstone Financial Advisors
Illinois
$300K +$15.5K +162 +5%
PIA
1147
Pinion Investment Advisors
Kansas
$299K -$2.88K -30 -1%
AFP
1148
Ausdal Financial Partners
Iowa
$299K +$2.11K +22 +0.7%
MCM
1149
McRae Capital Management
New Jersey
$299K +$24K +250 +9%
EWA
1150
Exencial Wealth Advisors
Oklahoma
$298K -$15.9K -166 -5%
44 45
46
47 48