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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 %
CIS
1176
Connors Investor Services
Pennsylvania
$269K – – –
DAC
1177
Dividend Assets Capital
South Carolina
$268K -$33.4K -412 -11%
XF
1178
XML Financial
Maryland
$268K -$14.9K -184 -5%
AFP
1179
Ausdal Financial Partners
Iowa
$268K -$13.2K -152 -5%
WMA
1180
Wealth Management Associates
New Jersey
$267K +$16.2K +200 +6%
MAP
1181
Milestone Advisory Partners
North Carolina
$266K – – –
PWLP
1182
Prio Wealth Limited Partnership
Massachusetts
$266K – – –
PIP
1183
Peachtree Investment Partners
Florida
$266K +$50.5K +627 +23%
EMG
1184
ETF Managers Group
New Jersey
$264K -$159K -1,906 -38%
LF
1185
Lantz Financial
Illinois
$264K -$566 -7 -0.2%
AAIM
1186
Asset Advisors Investment Management
Georgia
$263K – – –
YIA
1187
YHB Investment Advisors
Connecticut
$263K +$11.7K +145 +5%
SMFS
1188
Squar Milner Financial Services
California
$261K +$63K +779 +32%
VFP
1189
Verus Financial Partners
Virginia
$260K -$62.4K -770 -19%
JWBC
1190
J.W. Burns & Co
New York
$260K -$24.3K -300 -9%
P
1191
Pitcairn
Pennsylvania
$260K -$4.84K -60 -2%
BONST
1192
Bank of Nova Scotia Trust
Ontario, Canada
$259K – – –
PAI
1193
Pittenger & Anderson Inc
Nebraska
$258K +$1.7K +21 +0.7%
CC
1194
Cadinha & Co
Hawaii
$257K -$67.4K -833 -21%
FAM
1195
Flaharty Asset Management
Florida
$256K -$44.3K -549 -15%
OWA
1196
Outlook Wealth Advisors
Texas
$255K -$40.9K -506 -14%
MIC
1197
Meridian Investment Counsel
California
$254K – – –
CFA
1198
Capstone Financial Advisors
Illinois
$253K – – –
FA
1199
FMA Advisory
Pennsylvania
$253K +$891 +11 +0.4%
DBT
1200
Dubuque Bank & Trust
Iowa
$253K +$17.9K +221 +8%
46 47
48
49 50