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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
1176
Lodestar Investment Counsel
Illinois
$250K – – –
RMCM
1177
Reynders McVeigh Capital Management
Massachusetts
$249K – – –
OPTFSNA
1178
Old Point Trust & Financial Services N A
Virginia
$247K +$247K +2,739 New
PK
1179
Pflug Koory
Nebraska
$246K – – –
FMP
1180
Financial Management Professionals
Texas
$245K – – –
SBSB
1181
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K +$245K +2,724 New
PFBT
1182
Parkside Financial Bank & Trust
Missouri
$243K +$7.31K +81 +3%
BRA
1183
Bender Robert & Associates
California
$242K – – –
MC
1184
Middleton & Co
Massachusetts
$241K -$7.64K -85 -3%
ITIM
1185
Indiana Trust & Investment Management
Indiana
$241K +$241K +2,673 New
CCA
1186
Cobblestone Capital Advisors
New York
$240K -$43.7K -485 -15%
PIP
1187
Peachtree Investment Partners
Florida
$239K +$1.35K +15 +0.6%
SEM
1188
Suncoast Equity Management
Florida
$237K -$9.89K -110 -4%
PWLP
1189
Prio Wealth Limited Partnership
Massachusetts
$236K – – –
RWP
1190
RWA Wealth Partners
Massachusetts
$236K +$270 +3 +0.1%
GVAG
1191
Great Valley Advisor Group
Delaware
$236K +$450 +5 +0.2%
SHCM
1192
Stokes & Hubbell Capital Management
Louisiana
$236K +$1.98K +22 +0.8%
KWMG
1193
King Wealth Management Group
Florida
$235K – – –
CCM
1194
Crabel Capital Management
California
$235K +$235K +2,613 New
EGM
1195
Engineers Gate Manager
New York
$234K +$234K +2,598 New
GEA
1196
Glen Eagle Advisors
New Jersey
$233K +$17.8K +198 +8%
CAM
1197
Cresset Asset Management
Illinois
$233K +$161K +1,790 +223%
CA
1198
CapWealth Advisors
Tennessee
$232K -$27.1K -300 -10%
CCC
1199
Chelsea Counsel Company
California
$232K – – –
BRWM
1200
B. Riley Wealth Management
Tennessee
$232K +$232K +2,578 New
46 47
48
49 50