DUK icon

Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1126
Harvey Investment Company
Kentucky
$333K +$81.5K +920 +32%
MAP
1127
Milestone Advisory Partners
North Carolina
$330K – – –
MIM
1128
Moseley Investment Management
Florida
$329K -$12.7K -144 -4%
WA1
1129
Wimmer Associates 1
California
$329K -$4.43K -50 -1%
BCA
1130
Bay Colony Advisors
Massachusetts
$329K +$88.5K +998 +37%
RT
1131
Rockland Trust
Massachusetts
$328K -$58.2K -657 -15%
MC
1132
Mathes Company
New York
$328K -$42.1K -475 -11%
FQ
1133
First Quadrant
California
$328K – – –
IP
1134
Isthmus Partners
Wisconsin
$324K – – –
SWIG
1135
Strategic Wealth Investment Group
Kentucky
$324K +$15.8K +178 +5%
FA
1136
FMA Advisory
Pennsylvania
$324K +$45.9K +518 +17%
P
1137
&Partners
Tennessee
$323K +$32.5K +366 +11%
FMP
1138
Financial Management Professionals
Texas
$322K -$77.2K -871 -19%
LNB
1139
Ledyard National Bank
$322K -$8.86K -100 -3%
BOTW
1140
Bank of the West
California
$320K -$36.8K -415 -10%
BWA
1141
BDO Wealth Advisors
Florida
$320K – – –
PIA
1142
Pinion Investment Advisors
Kansas
$320K – – –
MSWMA
1143
Market Street Wealth Management Advisors
Indiana
$320K – – –
TA
1144
TFG Advisers
Michigan
$320K +$2.12K +24 +0.7%
CFG
1145
Cooper Financial Group
California
$320K +$12.9K +146 +4%
AIM
1146
AIA Investment Management
Singapore
$320K +$67.3K +760 +27%
CA
1147
CapWealth Advisors
Tennessee
$319K +$27K +305 +9%
BCM
1148
Boltwood Capital Management
California
$318K – – –
FGA
1149
Fortis Group Advisors
New Jersey
$318K +$318K +3,599 New
WMA
1150
Wealth Management Associates
New Jersey
$317K +$8.86K +100 +3%
44 45
46
47 48