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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
1251
Forvis Mazars Wealth Advisors
Missouri
$261K +$39.4K +431 +18%
EWA
1252
Exencial Wealth Advisors
Oklahoma
$260K -$23.1K -254 -8%
HC
1253
Hourglass Capital
Texas
$260K – – –
SBSB
1254
Sullivan, Bruyette, Speros & Blaney
Virginia
$260K +$38.6K +422 +17%
FC
1255
Fusion Capital
South Carolina
$260K +$260K +2,846 New
HIC
1256
Harvey Investment Company
Kentucky
$259K – – –
CM
1257
Cornerstone Management
Georgia
$258K +$14.2K +156 +6%
BPSG
1258
Brookfield Public Securities Group
New York
$258K +$86.7K +950 +51%
CFG
1259
Cooper Financial Group
California
$257K +$3.02K +33 +1%
FAT
1260
First American Trust
California
$256K -$11.4K -125 -4%
HWMG
1261
Hurlow Wealth Management Group
Indiana
$255K – – –
WAM
1262
Weatherly Asset Management
California
$254K +$254K +2,785 New
BRA
1263
Bender Robert & Associates
California
$253K – – –
JA
1264
JOYN Advisors
Georgia
$253K +$9.13K +100 +4%
RMCM
1265
Reynders McVeigh Capital Management
Massachusetts
$252K – – –
PWM
1266
PBMares Wealth Management
Virginia
$252K +$252K +2,766 New
WI
1267
Wintrust Investments
Illinois
$251K -$14K -154 -5%
PMFA
1268
Plante Moran Financial Advisors
Michigan
$250K -$360K -3,941 -59%
EWM
1269
Endurance Wealth Management
Rhode Island
$250K -$18.3K -200 -7%
BP
1270
Ballentine Partners
Massachusetts
$250K -$6.48K -71 -3%
MFW
1271
Mosaic Family Wealth
Missouri
$250K +$6.3K +69 +3%
PK
1272
Pflug Koory
Nebraska
$249K – – –
VC
1273
Vicus Capital
Pennsylvania
$248K -$18.2K -199 -7%
CCC
1274
Chelsea Counsel Company
California
$248K -$10K -110 -4%
LSAG
1275
Lake Street Advisors Group
New Hampshire
$248K +$24.5K +269 +11%
49 50
51
52 53