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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$440M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$65.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$106M
3
State Street
State Street
Massachusetts
-$101M
4
ZP
Zimmer Partners
New York
-$81.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
1201
Market Street Wealth Management Advisors
Indiana
$320K -$11.4K -125 -3%
DA
1202
Detalus Advisors
Missouri
$320K +$2.66K +29 +0.8%
MCM
1203
McRae Capital Management
New Jersey
$319K +$33.6K +367 +12%
MCWS
1204
McKinley Carter Wealth Services
West Virginia
$318K +$12.7K +139 +4%
HIM
1205
Hotaling Investment Management
Pennsylvania
$316K – – –
WFM
1206
Wolff Financial Management
Michigan
$316K – – –
BCM
1207
Boltwood Capital Management
California
$315K -$13.7K -150 -4%
Bessemer Group
1208
Bessemer Group
New Jersey
$314K -$45.7K -499 -13%
CA
1209
CGN Advisors
Kansas
$314K +$314K +3,426 New
DPI
1210
Diversified Portfolios Inc
Michigan
$314K +$314K +3,434 New
JPMIA
1211
J.P. Marvel Investment Advisors
Massachusetts
$312K – – –
CIS
1212
Connors Investor Services
Pennsylvania
$312K +$8.05K +88 +3%
LF
1213
Lantz Financial
Illinois
$312K +$12.6K +137 +4%
VPIM
1214
Vanguard Personalized Indexing Management
California
$311K +$63.2K +691 +25%
FA
1215
Fagan Associates
New York
$309K -$2.38K -26 -0.8%
CA
1216
Claro Advisors
Massachusetts
$309K +$2.93K +32 +1%
MAG
1217
Mayfair Advisory Group
Alabama
$309K +$309K +3,378 New
EIA
1218
Edgemoor Investment Advisors
Maryland
$308K -$15.9K -174 -5%
SC
1219
Steph & Co
Wisconsin
$306K +$55.7K +608 +22%
AIS
1220
AM Investment Strategies
Tennessee
$305K +$51.2K +559 +20%
LNB
1221
Ledyard National Bank
$304K -$28.3K -310 -9%
WA
1222
Winfield Associates
Ohio
$304K -$1.28K -14 -0.4%
OWA
1223
Octavia Wealth Advisors
Ohio
$304K +$304K +3,325 New
WFG
1224
Wills Financial Group
Virginia
$303K +$303K +3,311 New
BIM
1225
Bridges Investment Management
Nebraska
$302K -$9.17K -100 -3%
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49
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