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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 %
AC
1151
Abbrea Capital
California
$317K – – –
GIA
1152
Guyasuta Investment Advisors
Pennsylvania
$317K +$10.7K +121 +3%
5L
1153
55I LLC
Massachusetts
$316K +$316K +3,568 New
BPA
1154
Beacon Pointe Advisors
California
$315K +$58.4K +660 +23%
EIA
1155
Edgemoor Investment Advisors
Maryland
$314K – – –
SIA
1156
Strategic Investment Advisors
Michigan
$313K -$163K -1,841 -34%
Lazard Asset Management
1157
Lazard Asset Management
New York
$312K -$167K -1,885 -35%
MW
1158
Marcum Wealth
Ohio
$312K -$13.1K -148 -4%
TW
1159
TrinityPoint Wealth
Connecticut
$312K -$6.19K -70 -2%
FDCDDQ
1160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K +$41.8K +472 +16%
SWM
1161
SVA Wealth Management
Wisconsin
$310K -$6.46K -73 -2%
DWM
1162
Destination Wealth Management
California
$310K -$4.61K -52 -1%
CFA
1163
Capstone Financial Advisors
Illinois
$309K +$31.7K +358 +11%
DA
1164
Detalus Advisors
Missouri
$307K +$18.3K +207 +6%
HIM
1165
Hotaling Investment Management
Pennsylvania
$306K -$10.6K -120 -3%
WFM
1166
Wolff Financial Management
Michigan
$306K – – –
SWA
1167
Stratos Wealth Advisors
Ohio
$306K +$14.6K +165 +5%
EIA
1168
Eastover Investment Advisors
North Carolina
$305K -$10.6K -120 -3%
JPMIA
1169
J.P. Marvel Investment Advisors
Massachusetts
$302K – – –
BIM
1170
Bridges Investment Management
Nebraska
$301K -$5.85K -66 -2%
FA
1171
Fagan Associates
New York
$301K +$27.1K +306 +10%
MWM
1172
Minot Wealth Management
Massachusetts
$300K +$31K +350 +12%
HFRG
1173
Houlihan Financial Resource Group
Virginia
$300K +$300K +3,087 New
HBT
1174
Hills Bank & Trust
Iowa
$296K -$137K -1,551 -32%
CA
1175
Claro Advisors
Massachusetts
$296K -$49.3K -557 -14%
45 46
47
48 49