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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 %
AFP
1226
Ausdal Financial Partners
Iowa
$302K +$10.1K +110 +3%
VFP
1227
Verus Financial Partners
Virginia
$301K -$494K -5,401 -62%
RT
1228
Rockland Trust
Massachusetts
$301K -$37K -405 -11%
BCA
1229
Biltmore Capital Advisors
New Jersey
$301K +$28.8K +315 +11%
MIA
1230
MainStreet Investment Advisors
Illinois
$300K -$405K -4,427 -57%
PIP
1231
Peachtree Investment Partners
Florida
$299K +$1.92K +21 +0.6%
AA
1232
Apriem Advisors
California
$299K +$8.24K +90 +3%
XF
1233
XML Financial
Maryland
$296K +$1.28K +14 +0.4%
PI
1234
Putnam Investments
Massachusetts
$294K -$1.85M -20,254 -86%
ET
1235
Equitable Trust
Tennessee
$293K -$91 -1 -0%
BONST
1236
Bank of Nova Scotia Trust
Ontario, Canada
$293K +$366 +4 +0.1%
CIA
1237
ClearBridge Investments (Australia)
Australia
$291K -$62.8M -686,121 -100%
PFGIA
1238
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$93K +1,014 +47%
MIC
1239
Meridian Investment Counsel
California
$288K – – –
WDA
1240
Wendell David Associates
New Hampshire
$287K -$144K -1,567 -33%
IC
1241
Intersect Capital
California
$287K +$3.3K +36 +1%
JWBC
1242
J.W. Burns & Co
New York
$284K – – –
BMC
1243
Beaton Management Company
Massachusetts
$284K +$367 +4 +0.1%
WBC
1244
West Branch Capital
Massachusetts
$284K +$12.5K +137 +5%
AC
1245
Abbrea Capital
California
$283K -$44.6K -488 -14%
HWMG
1246
Hurlow Wealth Management Group
Indiana
$283K +$30.4K +333 +12%
Voloridge Investment Management
1247
Voloridge Investment Management
Florida
$282K -$670K -7,316 -70%
FFWA
1248
FRG Family Wealth Advisors
Washington
$282K – – –
FMB
1249
Field & Main Bank
Kentucky
$282K +$13.8K +150 +5%
FVWA
1250
Foster Victor Wealth Advisors
South Carolina
$282K +$42.7K +466 +18%
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50
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