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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 %
PMFA
1226
Plante Moran Financial Advisors
Michigan
$236K +$14.4K +178 +7%
TC
1227
Telemus Capital
Michigan
$236K +$236K +2,754 New
OC
1228
Oarsman Capital
Wisconsin
$234K -$29.3K -362 -11%
EWA
1229
Exencial Wealth Advisors
Oklahoma
$234K +$3.39K +42 +1%
RMCM
1230
Reynders McVeigh Capital Management
Massachusetts
$233K +$9.77K +121 +4%
FDCDDQ
1231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K -$50.2K -621 -18%
SS
1232
Sunbelt Securities
Texas
$232K -$3.25M -40,204 -93%
TW
1233
Towerpoint Wealth
California
$232K – – –
OI
1234
Oakbrook Investments
Illinois
$231K -$477K -5,881 -67%
LRPA
1235
L. Roy Papp & Associates
Arizona
$231K – – –
HC
1236
Hourglass Capital
Texas
$231K – – –
HIC
1237
Harvey Investment Company
Kentucky
$230K – – –
CM
1238
Cornerstone Management
Georgia
$229K +$243 +3 +0.1%
BSB
1239
Bangor Savings Bank
Maine
$229K -$31.9K -395 -12%
JA
1240
JOYN Advisors
Georgia
$229K +$4.7K +58 +2%
SB
1241
Strategic Blueprint
Georgia
$229K +$25.2K +311 +12%
CA
1242
Cornerstone Advisory
Maryland
$229K +$50.7K +628 +28%
OFG
1243
OmniStar Financial Group
North Carolina
$229K +$229K +2,832 New
SWM
1244
Sugarloaf Wealth Management
Georgia
$228K -$10.8K -134 -5%
WA
1245
Waverly Advisors
Alabama
$228K +$228K +2,817 New
B
1246
Bridgeworth
Alabama
$227K -$32.2K -398 -12%
GEA
1247
Glen Eagle Advisors
New Jersey
$226K -$104K -1,284 -31%
NCM
1248
Novare Capital Management
North Carolina
$226K -$70.6K -874 -24%
FVWA
1249
Foster Victor Wealth Advisors
South Carolina
$225K -$86.4K -1,012 -28%
WAM
1250
Weatherly Asset Management
California
$225K – – –
48 49
50
51 52