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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 %
FQ
1126
First Quadrant
California
$299K – – –
SAM
1127
SignalPoint Asset Management
Missouri
$299K +$81 +1 +0%
MA
1128
MCF Advisors
Kentucky
$299K +$22.5K +278 +8%
SW
1129
SteelPeak Wealth
California
$299K +$81.3K +1,004 +37%
WA1
1130
Wimmer Associates 1
California
$298K -$4.04K -50 -1%
GWAG
1131
Garrett Wealth Advisory Group
Texas
$298K +$35.3K +437 +13%
NP
1132
NorthRock Partners
Minnesota
$297K -$490K -6,048 -62%
HL
1133
HeadInvest LLC
Maine
$297K – – –
PIA
1134
Pinion Investment Advisors
Kansas
$297K +$23.3K +288 +9%
IP
1135
Isthmus Partners
Wisconsin
$296K – – –
MCM
1136
McMillion Capital Management
North Carolina
$294K -$21.4K -265 -7%
ED
1137
Exane Derivatives
France
$293K -$78.2K -967 -21%
AC
1138
Abbrea Capital
California
$293K -$35.6K -440 -11%
DWA
1139
Douglass Winthrop Advisors
New York
$293K -$25K -310 -8%
MSWMA
1140
Market Street Wealth Management Advisors
Indiana
$293K +$2.43K +30 +0.8%
ACG
1141
Allen Capital Group
Nebraska
$292K -$25.8K -319 -8%
RCA
1142
Ranch Capital Advisors
Florida
$292K -$16.1K -200 -5%
TW
1143
TrinityPoint Wealth
Connecticut
$291K -$1.05M -13,026 -78%
BCM
1144
Boltwood Capital Management
California
$291K -$30.4K -375 -9%
MC
1145
Mathes Company
New York
$291K – – –
BTW
1146
Boston Trust Walden
Massachusetts
$291K +$12.5K +155 +4%
QT
1147
Quantamental Technologies
New York
$291K +$291K +3,600 New
BBL
1148
Beck Bode LLC
Massachusetts
$290K -$71.1K -841 -20%
HR
1149
Hayden Royal
North Carolina
$288K +$51.4K +636 +22%
EIA
1150
Eastover Investment Advisors
North Carolina
$288K +$288K +3,560 New
44 45
46
47 48