DUK icon

Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
1201
Indiana Trust & Investment Management
Indiana
$260K – – –
FA
1202
Fagan Associates
New York
$259K +$259K +2,700 New
CCA
1203
Cobblestone Capital Advisors
New York
$259K +$259K +2,705 New
RWP
1204
RWA Wealth Partners
Massachusetts
$258K +$5.66K +59 +2%
CA
1205
CapWealth Advisors
Tennessee
$258K +$11.6K +121 +5%
1WA
1206
180 Wealth Advisors
Washington
$257K – – –
CM
1207
Cornerstone Management
Georgia
$257K +$192 +2 +0.1%
JA
1208
JOYN Advisors
Georgia
$256K -$16.4K -171 -6%
MFW
1209
Mosaic Family Wealth
Missouri
$256K +$10.1K +105 +4%
HKAM
1210
Horizon Kinetics Asset Management
New York
$255K -$48K -500 -16%
CBT
1211
Capital Bank & Trust
California
$255K +$4.41K +46 +2%
BL
1212
BFSG LLC
California
$254K +$25.6K +267 +11%
MC
1213
Middleton & Co
Massachusetts
$252K – – –
FEM
1214
Fulcrum Equity Management
Texas
$250K +$2.49K +26 +1%
JIC
1215
Joel Isaacson & Co
New York
$250K +$10.1K +105 +4%
RCA
1216
Ranch Capital Advisors
Florida
$249K +$249K +2,600 New
SA
1217
Shilanski & Associates
Alaska
$247K -$8.73K -91 -3%
FWCM
1218
Ferguson Wellman Capital Management
Oregon
$245K -$59.1K -616 -19%
BFEC
1219
Benjamin F. Edwards & Company
Missouri
$244K -$38.6K -403 -14%
EIM
1220
Essex Investment Management
Massachusetts
$244K – – –
SWA
1221
Sutton Wealth Advisors
Florida
$242K +$20.7K +216 +9%
SB
1222
Strategic Blueprint
Georgia
$241K -$238K -2,489 -50%
SJL
1223
Shayne & Jacobs LLC
Tennessee
$240K – – –
PIP
1224
Peachtree Investment Partners
Florida
$236K -$4.9K -51 -2%
MFG
1225
Magnus Financial Group
New York
$236K – – –
47 48
49
50 51