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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 %
MFW
1276
Mosaic Family Wealth
Missouri
$230K -$9.12K -103 -4%
LBA
1277
Letko, Brosseau & Associates
Quebec, Canada
$230K +$230K +2,600 New
LB
1278
Leo Brokerage
Texas
$230K +$230K +2,880 New
AO
1279
Advisor OS
Illinois
$229K -$244K -2,751 -52%
DWA
1280
Douglass Winthrop Advisors
New York
$228K -$93.3K -1,053 -29%
WP
1281
WealthSource Partners
California
$228K -$9.14K -103 -4%
PK
1282
Pflug Koory
Nebraska
$228K – – –
OC
1283
Oarsman Capital
Wisconsin
$228K – – –
NAM
1284
NorthCoast Asset Management
Connecticut
$228K +$1.06K +12 +0.5%
ITIM
1285
Indiana Trust & Investment Management
Indiana
$227K -$3.1K -35 -1%
BWCS
1286
Beirne Wealth Consulting Services
Connecticut
$227K +$621 +7 +0.3%
AL
1287
Aspiriant LLC
California
$227K +$227K +2,558 New
SWA
1288
Sutton Wealth Advisors
Florida
$224K +$266 +3 +0.1%
VA
1289
Valmark Advisers
Ohio
$224K -$974 -11 -0.4%
SFG
1290
StrategIQ Financial Group
Indiana
$223K +$223K +2,518 New
RPWA
1291
Regent Peak Wealth Advisors
Georgia
$222K +$222K +2,508 New
AAF
1292
Andra AP-fonden
Sweden
$221K -$1.55M -17,500 -88%
NJBEST
1293
New Jersey Better Educational Savings Trust
New Jersey
$221K – – –
WFMPM
1294
Woodley Farra Manion Portfolio Management
Indiana
$221K – – –
SJL
1295
Shayne & Jacobs LLC
Tennessee
$221K +$221K +2,500 New
VCM
1296
Virtue Capital Management
Tennessee
$221K +$221K +2,500 New
SA
1297
Shilanski & Associates
Alaska
$220K +$220K +2,486 New
AA
1298
Advisory Alpha
Michigan
$218K -$9.5K -104 -4%
MAM
1299
Meeder Asset Management
Ohio
$217K +$17.5K +198 +9%
DK
1300
Darrell & King
Virginia
$217K +$217K +2,455 New
50 51
52
53 54