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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
1276
Indiana Trust & Investment Management
Indiana
$210K – – –
WPP
1277
Whalerock Point Partners
Rhode Island
$208K -$2.02K -25 -1%
SA
1278
Shilanski & Associates
Alaska
$208K -$324 -4 -0.2%
IWS
1279
Insight Wealth Strategies
California
$208K +$208K +2,574 New
CBT
1280
Capital Bank & Trust
California
$207K – – –
IC
1281
Intersect Capital
California
$207K +$207K +2,557 New
NAM
1282
NorthCoast Asset Management
Connecticut
$207K +$207K +2,565 New
BWCS
1283
Beirne Wealth Consulting Services
Connecticut
$206K -$27.6K -341 -12%
EIM
1284
Essex Investment Management
Massachusetts
$206K – – –
BCP
1285
Blue Chip Partners
Michigan
$206K +$206K +2,551 New
SWA
1286
Sutton Wealth Advisors
Florida
$205K +$647 +8 +0.3%
GFP
1287
Gryphon Financial Partners
Ohio
$205K -$13.9K -171 -6%
H
1288
HoyleCohen
California
$204K -$34.8K -431 -15%
LBC
1289
Lowe Brockenbrough & Co
Virginia
$204K – – –
VCP
1290
Verus Capital Partners
Arizona
$204K +$8.88K +110 +5%
NJBEST
1291
New Jersey Better Educational Savings Trust
New Jersey
$202K – – –
SJL
1292
Shayne & Jacobs LLC
Tennessee
$202K – – –
FFG
1293
Ford Financial Group
California
$202K +$202K +2,500 New
CCA
1294
Cobblestone Capital Advisors
New York
$201K -$18.2K -225 -8%
KBFS
1295
Kohmann Bosshard Financial Services
Ohio
$198K +$198K +2,445 New
MCM
1296
Manchester Capital Management
Vermont
$191K – – –
SC
1297
Steph & Co
Wisconsin
$188K -$105K -1,305 -36%
GG
1298
Gleason Group
Kentucky
$187K +$2.1K +26 +1%
AL
1299
AJO LP
Pennsylvania
$185K +$185K +2,294 New
CCA
1300
Column Capital Advisors
Indiana
$183K -$8.58K -106 -4%
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52
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