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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 %
RMCM
1276
Reynders McVeigh Capital Management
Massachusetts
$265K +$12.3K +135 +5%
CWM
1277
Calamos Wealth Management
Illinois
$264K -$177K -1,933 -40%
CA
1278
CapWealth Advisors
Tennessee
$264K -$65K -711 -20%
LAS
1279
Lloyd Advisory Services
Georgia
$264K -$38.8K -423 -13%
OSNBOA
1280
Old Second National Bank of Aurora
Illinois
$264K -$11.4K -125 -4%
IAMOG
1281
Investors Asset Management of Georgia
Georgia
$263K – – –
TW
1282
Towerpoint Wealth
California
$263K – – –
IWS
1283
Insight Wealth Strategies
California
$261K -$36.2K -395 -12%
HC
1284
Hourglass Capital
Texas
$261K – – –
HCA
1285
Horan Capital Advisors
Ohio
$261K +$92.3K +1,009 +55%
CM
1286
Cornerstone Management
Georgia
$260K +$275 +3 +0.1%
RI
1287
Ridgewood Investments
New Jersey
$260K – – –
MCM
1288
Mainstay Capital Management
Michigan
$260K +$3.48K +38 +1%
NAG
1289
Northstar Advisory Group
New Jersey
$260K +$260K +2,845 New
SLF
1290
Sun Life Financial
Ontario, Canada
$259K -$373K -4,086 -59%
TC
1291
Telemus Capital
Michigan
$259K -$2.29K -25 -0.9%
MKC
1292
M. Kraus & Co
Vermont
$258K +$258K +2,820 New
BB
1293
Berkshire Bank
Massachusetts
$257K -$42.5K -464 -14%
Verition Fund Management
1294
Verition Fund Management
Connecticut
$257K +$257K +2,807 New
GWA
1295
GGM Wealth Advisors
Maryland
$257K +$257K +2,817 New
FEM
1296
Fulcrum Equity Management
Texas
$255K +$2.66K +29 +1%
AL
1297
Aspiriant LLC
California
$255K +$19.3K +209 +8%
BWCS
1298
Beirne Wealth Consulting Services
Connecticut
$255K +$21.1K +231 +9%
OHIS
1299
Oak Harvest Investment Services
Texas
$255K +$255K +2,782 New
CC
1300
Cadinha & Co
Hawaii
$254K -$36.6K -400 -13%
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