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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 %
KA
1201
Kovack Advisors
Florida
$230K -$39.4K -438 -15%
WFMPM
1202
Woodley Farra Manion Portfolio Management
Indiana
$230K -$24.3K -270 -10%
SWP
1203
Strategic Wealth Partners
Ohio
$230K -$12.9K -145 -5%
EIM
1204
Essex Investment Management
Massachusetts
$230K – – –
ERIM
1205
Eagle Ridge Investment Management
Connecticut
$230K – – –
FEM
1206
Fulcrum Equity Management
Texas
$230K +$2.34K +26 +1%
SC
1207
Solstein Capital
California
$230K +$230K +2,550 New
MFW
1208
Mosaic Family Wealth
Missouri
$229K – – –
RMDI
1209
R.M. Davis Inc
Maine
$229K +$2.61K +29 +1%
IFAM
1210
Institutional & Family Asset Management
Colorado
$228K -$62.7K -696 -22%
VCM
1211
Versant Capital Management
Arizona
$228K -$19.4K -216 -8%
PGIM
1212
Pacific Global Investment Management
California
$227K -$27K -300 -11%
FMB
1213
Field & Main Bank
Kentucky
$227K +$227K +2,525 New
SJL
1214
Shayne & Jacobs LLC
Tennessee
$225K – – –
CCFCSB
1215
Cape Cod Five Cents Savings Bank
Massachusetts
$225K +$225K +2,497 New
SCM
1216
Salem Capital Management
Massachusetts
$224K -$62.6K -696 -22%
JCM
1217
Jacobi Capital Management
Pennsylvania
$223K -$629 -7 -0.3%
CM
1218
Cornerstone Management
Georgia
$221K +$270 +3 +0.1%
MFG
1219
Magnus Financial Group
New York
$221K +$221K +2,461 New
DBT
1220
Dubuque Bank & Trust
Iowa
$220K +$17.1K +190 +8%
SCI
1221
S&CO Inc
Massachusetts
$219K – – –
CAM
1222
Cubic Asset Management
Massachusetts
$219K – – –
CFS
1223
CRA Financial Services
New Jersey
$218K +$90 +1 +0%
GH
1224
GAM Holding
Switzerland
$217K +$217K +2,416 New
PL
1225
Plancorp LLC
Missouri
$217K +$217K +2,416 New
47 48
49
50 51