DUK icon

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 %
SBSB
1201
Sullivan, Bruyette, Speros & Blaney
Virginia
$253K +$23.3K +289 +10%
TC
1202
Tatro Capital
Kentucky
$253K +$69.9K +865 +38%
MCM
1203
McRae Capital Management
New Jersey
$252K – – –
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$251K -$32.9K -407 -12%
FA
1205
Fagan Associates
New York
$251K +$32.2K +398 +15%
BMC
1206
Beaton Management Company
Massachusetts
$250K -$4.04K -50 -2%
AA
1207
Apriem Advisors
California
$249K -$10.1K -125 -4%
GCA
1208
Greenwood Capital Associates
South Carolina
$249K +$65.8K +814 +36%
FM
1209
Family Management
New York
$248K -$20K -248 -7%
FAIM
1210
Financial Advocates Investment Management
Washington
$248K -$10.7K -132 -4%
MWM
1211
Minot Wealth Management
Massachusetts
$248K -$1.13K -14 -0.5%
CST
1212
Charles Schwab Trust
Nevada
$248K +$248K +3,072 New
OSNBOA
1213
Old Second National Bank of Aurora
Illinois
$247K +$4.04K +50 +2%
PA
1214
Procyon Advisors
Connecticut
$247K +$63.1K +781 +34%
ACM
1215
AlphaStar Capital Management
North Carolina
$246K -$285K -3,333 -54%
IAMOG
1216
Investors Asset Management of Georgia
Georgia
$246K -$57.1K -706 -19%
MAM
1217
Morse Asset Management
Connecticut
$243K – – –
HWMG
1218
Hurlow Wealth Management Group
Indiana
$242K – – –
WBC
1219
West Branch Capital
Massachusetts
$242K +$29.7K +367 +14%
MPI
1220
Mairs & Power Inc
Minnesota
$241K – – –
FC
1221
Fusion Capital
South Carolina
$241K +$10.5K +130 +5%
QI
1222
Qtron Investments
Massachusetts
$241K +$241K +2,980 New
PWM
1223
PBMares Wealth Management
Virginia
$240K +$16.2K +200 +7%
CNBTD
1224
Citizens National Bank Trust Department
Mississippi
$239K +$239K +2,953 New
AA
1225
Advisory Alpha
Michigan
$238K +$92.1K +1,082 +63%
47 48
49
50 51