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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
1251
Capital Bank & Trust
California
$202K +$10.1K +112 +5%
SCM
1252
Stellar Capital Management
Arizona
$202K +$202K +2,241 New
IC
1253
Intersect Capital
California
$202K +$202K +2,243 New
BMC
1254
Benin Management Corp
Connecticut
$202K +$202K +2,246 New
TCM
1255
Traynor Capital Management
Pennsylvania
$201K +$201K +2,234 New
IFWM
1256
Institute for Wealth Management
Colorado
$201K +$201K +2,236 New
BPWA
1257
Beacon Pointe Wealth Advisors
California
$200K +$200K +2,214 New
CPA
1258
Capital Planning Advisors
California
$200K +$200K +2,224 New
HFA
1259
Huber Financial Advisors
Illinois
$200K +$200K +2,224 New
PGAM
1260
Princeton Global Asset Management
New Jersey
$198K +$198K +2,200 New
QCG
1261
Quadrant Capital Group
Ohio
$196K -$22.7K -271 -10%
GLI
1262
Guardian Life Insurance
New York
$189K +$7.12K +79 +4%
TCM
1263
Tradewinds Capital Management
Washington
$188K +$180 +2 +0.1%
MCA
1264
Mercer Capital Advisers
New Jersey
$185K – – –
KTC
1265
Kistler-Tiffany Companies
Pennsylvania
$183K -$15.2K -169 -8%
CBT
1266
Central Bank & Trust
Kentucky
$180K -$2.25K -25 -1%
SIS
1267
Sound Income Strategies
Florida
$179K -$17.5K -194 -9%
BAM
1268
Barrett Asset Management
New York
$177K – – –
PB
1269
Pinnacle Bancorp
Nebraska
$176K – – –
BBA
1270
Braun-Bostich & Associates
Pennsylvania
$171K +$151K +1,674 +757%
SFSIG
1271
San Francisco Sentry Investment Group
California
$164K +$8.54K +95 +5%
YWP
1272
YorkBridge Wealth Partners
New York
$163K – – –
HCA
1273
Horan Capital Advisors
Ohio
$160K -$159K -1,763 -50%
HFM
1274
Hartford Financial Management
Connecticut
$158K – – –
NB
1275
Nicolet Bankshares
Wisconsin
$157K -$9.07K -101 -5%
49 50
51
52 53