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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 %
VCAM
1251
Van Cleef Asset Management
Ohio
$281K -$5.49K -60 -2%
TI
1252
Tidal Investments
Wisconsin
$280K +$280K +3,059 New
MIM
1253
Moseley Investment Management
Florida
$279K -$61.3K -669 -18%
MHR
1254
Matthew Hamilton Rosenberg
$279K +$640 +7 +0.2%
H
1255
HoyleCohen
California
$278K – – –
LB
1256
Leo Brokerage
Texas
$277K +$12.9K +141 +5%
HPWA
1257
Hall Private Wealth Advisors
North Carolina
$277K +$277K +3,030 New
SWM
1258
SVA Wealth Management
Wisconsin
$275K -$45.7K -499 -14%
PAI
1259
Pittenger & Anderson Inc
Nebraska
$275K -$15.2K -166 -5%
MAM
1260
Morse Asset Management
Connecticut
$275K – – –
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$275K +$366 +4 +0.1%
TC
1262
Tatro Capital
Kentucky
$275K +$275K +3,009 New
BOTW
1263
Bank of the West
California
$274K -$56.9K -621 -17%
NCM
1264
Novare Capital Management
North Carolina
$273K -$9.07K -99 -3%
MA
1265
MONECO Advisors
Connecticut
$273K -$5.68K -62 -2%
CCA
1266
Cobblestone Capital Advisors
New York
$273K +$17.1K +187 +7%
B
1267
Bridgeworth
Alabama
$273K +$19.1K +208 +8%
CNBTD
1268
Citizens National Bank Trust Department
Mississippi
$271K – – –
CCC
1269
Chelsea Counsel Company
California
$271K +$25.2K +275 +10%
FWP
1270
Firethorn Wealth Partners
Georgia
$271K +$271K +2,962 New
BA
1271
Bennicas & Associates
California
$269K – – –
LSAG
1272
Lake Street Advisors Group
New Hampshire
$269K +$14.1K +154 +6%
LFF
1273
Level Four Financial
Texas
$268K +$268K +2,924 New
VAG
1274
VisionPoint Advisory Group
Texas
$267K -$1.71M -18,653 -86%
EIA
1275
Eastover Investment Advisors
North Carolina
$265K -$49.7K -543 -16%
49 50
51
52 53