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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 %
WA
1176
Winfield Associates
Ohio
$296K +$296K +3,337 New
SLT
1177
St Louis Trust
Missouri
$295K – – –
MCWS
1178
McKinley Carter Wealth Services
West Virginia
$295K +$798 +9 +0.3%
CIS
1179
Connors Investor Services
Pennsylvania
$294K – – –
IAIM
1180
International Assets Investment Management
Florida
$294K +$27.7K +313 +10%
OIA
1181
OneDigital Investment Advisors
Kansas
$292K -$178K -2,013 -38%
LAS
1182
Lloyd Advisory Services
Georgia
$292K -$27.5K -311 -9%
LF
1183
Lantz Financial
Illinois
$289K -$885 -10 -0.3%
BB
1184
Berkshire Bank
Massachusetts
$289K +$289K +3,267 New
PWLP
1185
Prio Wealth Limited Partnership
Massachusetts
$288K -$3.63K -41 -1%
PIP
1186
Peachtree Investment Partners
Florida
$287K -$6.9K -78 -2%
IWS
1187
Insight Wealth Strategies
California
$287K +$51K +576 +22%
HS
1188
Haafor (Singapore)
Singapore
$286K +$16.9K +190 +6%
XF
1189
XML Financial
Maryland
$285K -$9.38K -106 -3%
WPP
1190
Whalerock Point Partners
Rhode Island
$284K -$2.28M -2,277 -89%
ET
1191
Equitable Trust
Tennessee
$284K – – –
CAAS
1192
Capital Asset Advisory Services
Michigan
$283K -$82.2K -930 -23%
BONST
1193
Bank of Nova Scotia Trust
Ontario, Canada
$283K -$354 -4 -0.1%
AFP
1194
Ausdal Financial Partners
Iowa
$283K +$46.1K +520 +19%
CC
1195
Cadinha & Co
Hawaii
$281K -$266 -3 -0.1%
AA
1196
Apriem Advisors
California
$281K +$3.98K +45 +1%
GA
1197
Greytown Advisors
Florida
$281K +$281K +3,169 New
AIL
1198
AGF Investments LLC
Ontario, Canada
$280K -$66.1K -747 -19%
PAI
1199
Pittenger & Anderson Inc
Nebraska
$280K – – –
YIA
1200
YHB Investment Advisors
Connecticut
$280K +$443 +5 +0.2%
46 47
48
49 50