DUK icon

Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1126
Coastline Trust
Rhode Island
$357K -$10.2K -112 -3%
MCM
1127
McMillion Capital Management
North Carolina
$356K -$18.2K -200 -5%
SWM
1128
SVA Wealth Management
Wisconsin
$356K +$32.4K +355 +10%
VF
1129
Virtu Financial
New York
$355K -$1.16M -12,667 -77%
MOS
1130
MGO One Seven
Ohio
$355K +$37.1K +407 +12%
GIP
1131
Greatmark Investment Partners
Georgia
$354K – – –
AIC
1132
Ameritas Investment Company
Nebraska
$354K +$23.7K +260 +7%
KA
1133
Kovack Advisors
Florida
$354K +$72.7K +797 +26%
ET
1134
Equitable Trust
Tennessee
$353K -$2.46K -27 -0.7%
BDF
1135
Balasa Dinverno & Foltz
$353K +$38K +417 +12%
BIM
1136
Baldwin Investment Management
Pennsylvania
$351K – – –
ECA
1137
Elevated Capital Advisors
Utah
$350K +$350K +3,835 New
RCA
1138
Ranch Capital Advisors
Florida
$349K +$112K +1,222 +47%
P
1139
&Partners
Tennessee
$348K +$1.55K +17 +0.4%
KA
1140
KLCM Advisors
Wisconsin
$347K +$347K +3,799 New
CWS
1141
Cypress Wealth Services
California
$343K +$26.8K +294 +8%
SEEDPG
1142
S.E.E.D. Planning Group
New York
$343K +$343K +3,766 New
IAMOG
1143
Investors Asset Management of Georgia
Georgia
$342K -$24.3K -266 -7%
WA1
1144
Wimmer Associates 1
California
$341K -$7.3K -80 -2%
AFAS
1145
Acorn Financial Advisory Services
Virginia
$341K +$341K +3,747 New
DLA
1146
Douglas Lane & Associates
New York
$340K -$48.2K -529 -12%
RA
1147
RFG Advisory
Alabama
$339K -$40K -438 -11%
FMP
1148
Financial Management Professionals
Texas
$339K -$273 -3 -0.1%
DAC
1149
Dividend Assets Capital
South Carolina
$339K – – –
FAM
1150
Flaharty Asset Management
Florida
$339K +$58.4K +641 +21%
44 45
46
47 48