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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 %
DWM
1151
Destination Wealth Management
California
$287K -$48K -594 -14%
SWIG
1152
Strategic Wealth Investment Group
Kentucky
$287K +$33.5K +414 +13%
CT
1153
Cambridge Trust
Massachusetts
$286K +$14.6K +180 +5%
TA
1154
TFG Advisers
Michigan
$283K +$1.94K +24 +0.7%
BIA
1155
Bigelow Investment Advisors
Maine
$282K -$4.86K -60 -2%
ECM
1156
Evergreen Capital Management
Washington
$282K +$13.4K +166 +5%
BIM
1157
Bridges Investment Management
Nebraska
$280K -$235K -2,900 -46%
WFM
1158
Wolff Financial Management
Michigan
$280K – – –
GIA
1159
Guyasuta Investment Advisors
Pennsylvania
$280K +$30.8K +381 +12%
HIM
1160
Hotaling Investment Management
Pennsylvania
$279K – – –
EIA
1161
Edgemoor Investment Advisors
Maryland
$278K +$16K +198 +6%
CFG
1162
Cooper Financial Group
California
$278K +$50.7K +627 +22%
DA
1163
Doliver Advisors
Texas
$277K +$24.3K +280 +10%
BDF
1164
Balasa Dinverno & Foltz
$276K -$36.8K -456 -12%
JPMIA
1165
J.P. Marvel Investment Advisors
Massachusetts
$276K – – –
LSAG
1166
Lake Street Advisors Group
New Hampshire
$276K +$55.8K +690 +25%
MW
1167
Marcum Wealth
Ohio
$276K +$84.7K +1,047 +44%
DK
1168
Darrell & King
Virginia
$274K +$274K +3,390 New
BHWM
1169
Bay Harbor Wealth Management
Maryland
$273K -$49.3K -609 -15%
PRC
1170
Pearl River Capital
Michigan
$271K -$148K -1,837 -35%
ET
1171
Equitable Trust
Tennessee
$271K -$42.3K -523 -14%
BP
1172
Ballentine Partners
Massachusetts
$271K +$48.9K +603 +22%
SLT
1173
St Louis Trust
Missouri
$270K – – –
FA
1174
FCG Advisors
New Jersey
$270K +$6.22K +77 +2%
IDBONY
1175
Israel Discount Bank of New York
New York
$269K -$152K -1,883 -36%
45 46
47
48 49