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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 %
FEM
1251
Fulcrum Equity Management
Texas
$244K +$2.75K +31 +1%
SMH
1252
Sanders Morris Harris
Texas
$243K – – –
SC
1253
Steph & Co
Wisconsin
$242K +$13K +147 +6%
DW
1254
Domani Wealth
Pennsylvania
$241K – – –
ECG
1255
Edge Capital Group
Georgia
$241K +$1.33K +15 +0.6%
VPIM
1256
Vanguard Personalized Indexing Management
California
$240K -$40.6K -459 -14%
ACM
1257
AlphaStar Capital Management
North Carolina
$239K -$4.78K -52 -2%
SEC
1258
Seven Eight Capital
New York
$239K +$239K +2,700 New
RCA
1259
Ranch Capital Advisors
Florida
$238K -$11.6K -131 -5%
CCC
1260
Chelsea Counsel Company
California
$238K – – –
AIC
1261
Ameritas Investment Company
Nebraska
$238K – – –
CIA
1262
CSat Investment Advisory
Michigan
$238K +$24.5K +277 +11%
RWB
1263
RMR Wealth Builders
New Jersey
$238K +$238K +2,685 New
AAIM
1264
Asset Advisors Investment Management
Georgia
$237K -$49.9K -565 -17%
NB
1265
Nicolet Bankshares
Wisconsin
$237K -$12.1K -136 -5%
WAM
1266
Weatherly Asset Management
California
$237K -$6.37K -72 -3%
RWP
1267
RWA Wealth Partners
Massachusetts
$235K -$7.1K -80 -3%
V
1268
VeraBank
Texas
$235K – – –
GFP
1269
Gryphon Financial Partners
Ohio
$235K +$235K +2,646 New
BRA
1270
Bender Robert & Associates
California
$233K – – –
BBL
1271
Beck Bode LLC
Massachusetts
$232K -$58.7K -662 -20%
FVWA
1272
Foster Victor Wealth Advisors
South Carolina
$231K -$2.92K -33 -1%
JIC
1273
Joel Isaacson & Co
New York
$231K – – –
CHP
1274
Cable Hill Partners
Oregon
$231K +$231K +2,603 New
BBA
1275
Braun-Bostich & Associates
Pennsylvania
$230K -$243K -2,743 -51%
49 50
51
52 53