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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 %
YIA
1151
YHB Investment Advisors
Connecticut
$360K +$70K +764 +24%
MCM
1152
Marathon Capital Management
Maryland
$359K -$36.5K -400 -9%
P
1153
&Partners
Tennessee
$356K +$22.8K +249 +7%
HIA
1154
Harbor Investment Advisory
Maryland
$356K +$199K +2,175 +127%
GWAG
1155
Garrett Wealth Advisory Group
Texas
$354K +$3.66K +40 +1%
MWM
1156
Minot Wealth Management
Massachusetts
$354K +$43.5K +475 +14%
EWM
1157
Empirical Wealth Management
Washington
$353K +$183 +2 +0.1%
CF
1158
Centaurus Financial
California
$351K -$36.4K -398 -9%
PIA
1159
Pinion Investment Advisors
Kansas
$351K -$16K -175 -4%
SIC
1160
Sigma Investment Counselors
Michigan
$350K +$350K +3,821 New
BTW
1161
Boston Trust Walden
Massachusetts
$349K – – –
KA
1162
KLCM Advisors
Wisconsin
$348K – – –
PK
1163
Pflug Koory
Nebraska
$348K +$112K +1,226 +48%
IF
1164
Intrua Financial
Texas
$346K +$10.7K +117 +3%
KWMG
1165
King Wealth Management Group
Florida
$345K +$92 +1 +0%
BC
1166
Barnett & Company
Tennessee
$344K -$50.9K -557 -13%
RWA
1167
River Wealth Advisors
Pennsylvania
$344K -$28.3K -309 -8%
GIP
1168
Greatmark Investment Partners
Georgia
$344K -$11.4K -125 -3%
LCM
1169
Laurion Capital Management
New York
$344K -$3.94K -43 -1%
CF
1170
Clarity Financial
Texas
$344K +$344K +3,756 New
NP
1171
NorthRock Partners
Minnesota
$343K -$16.2K -177 -5%
MA
1172
MJP Associates
Connecticut
$343K +$343K +3,744 New
BCA
1173
Bay Colony Advisors
Massachusetts
$342K +$2.29K +25 +0.7%
RMAM
1174
Raab & Moskowitz Asset Management
New Jersey
$341K -$17K -186 -5%
MAP
1175
Milestone Advisory Partners
North Carolina
$341K – – –
45 46
47
48 49