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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 %
KFA
1126
Krane Funds Advisors
New York
$381K +$381K +4,164 New
BC
1127
Burney Company
Virginia
$380K -$27.4K -299 -7%
PAM
1128
Premier Asset Management
Illinois
$380K +$164K +1,789 +76%
BFC
1129
Bedel Financial Consulting
Indiana
$375K -$35.7K -390 -9%
ACG
1130
Allen Capital Group
Nebraska
$375K – – –
NPF
1131
Norris Perne & French
Michigan
$375K – – –
KS
1132
Karpas Strategies
Connecticut
$372K – – –
DLA
1133
Douglas Lane & Associates
New York
$372K +$11.3K +123 +3%
MIC
1134
Means Investment Company
Maine
$370K -$3.44K -38 -0.9%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$370K +$105K +1,153 +40%
RF
1136
Rollins Financial
Georgia
$370K +$370K +4,040 New
ST
1137
Sabal Trust
Florida
$369K -$6.78K -74 -2%
PWSG
1138
Pacific Wealth Strategies Group
California
$366K -$625K -6,936 -63%
CB
1139
Cadence Bank
Mississippi
$365K -$56.2K -613 -13%
RG
1140
Rikoon Group
New Mexico
$365K -$18.8K -205 -5%
BOM
1141
Bank of Marin
California
$365K – – –
MAM
1142
Meeder Asset Management
Ohio
$365K +$141K +1,542 +63%
RB
1143
Renasant Bank
Mississippi
$365K +$365K +3,990 New
FBT
1144
First Bankers Trust
Kentucky
$364K -$10.2K -111 -3%
ADL
1145
Asset Dedication LLC
California
$364K +$5.1K +56 +1%
AWAP
1146
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K +$363K +3,961 New
MW
1147
Marcum Wealth
Ohio
$362K +$38.9K +424 +12%
PWLP
1148
Prio Wealth Limited Partnership
Massachusetts
$362K +$64.2K +700 +22%
BHWM
1149
Bar Harbor Wealth Management
New Hampshire
$361K – – –
BPA
1150
Beacon Pointe Advisors
California
$361K +$36.8K +404 +11%
44 45
46
47 48