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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWF
1226
Epstein & White Financial
California
$259K -$32.8K -373 -11%
FMB
1227
Field & Main Bank
Kentucky
$259K +$17.7K +200 +7%
TSS
1228
Two Sigma Securities
New York
$259K +$259K +2,924 New
BEAM
1229
Baker Ellis Asset Management
Washington
$258K -$70.9K -800 -22%
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$256K -$69.3K -783 -21%
IAMOG
1231
Investors Asset Management of Georgia
Georgia
$255K – – –
VCM
1232
Vivaldi Capital Management
Illinois
$254K -$18.1K -191 -7%
TW
1233
Towerpoint Wealth
California
$254K – – –
LRPA
1234
L. Roy Papp & Associates
Arizona
$253K – – –
HC
1235
Hourglass Capital
Texas
$253K – – –
CSPIA
1236
Cary Street Partners Investment Advisory
Virginia
$253K +$253K +2,852 New
CM
1237
Cornerstone Management
Georgia
$252K +$266 +3 +0.1%
SWM
1238
Sugarloaf Wealth Management
Georgia
$249K +$265 +3 +0.1%
MCM
1239
Mainstay Capital Management
Michigan
$248K – – –
CBT
1240
Capital Bank & Trust
California
$248K +$22K +249 +10%
CCA
1241
Cobblestone Capital Advisors
New York
$247K +$14.6K +165 +6%
DIM
1242
Delta Investment Management
California
$246K -$77.9K -883 -24%
EHWM
1243
Eads & Heald Wealth Management
Georgia
$246K -$1.95K -22 -0.8%
1WA
1244
180 Wealth Advisors
Washington
$246K – – –
LSAG
1245
Lake Street Advisors Group
New Hampshire
$246K +$246K +2,780 New
B
1246
Bridgeworth
Alabama
$245K -$4.16K -47 -2%
HWMG
1247
Hurlow Wealth Management Group
Indiana
$245K – – –
RMCM
1248
Reynders McVeigh Capital Management
Massachusetts
$245K – – –
AIS
1249
AM Investment Strategies
Tennessee
$245K +$245K +2,769 New
BWP
1250
Bernardo Wealth Planning
Pennsylvania
$245K +$245K +2,777 New
48 49
50
51 52