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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 %
STA
1301
Summit Trail Advisors
New York
$216K +$216K +2,271 New
SCI
1302
S&CO Inc
Massachusetts
$216K +$216K +2,438 New
CFFP
1303
Center for Financial Planning
Michigan
$215K – – –
MPI
1304
Mairs & Power Inc
Minnesota
$215K +$215K +2,424 New
FAIM
1305
Financial Advocates Investment Management
Washington
$214K -$48.2K -544 -18%
LOPW
1306
Live Oak Private Wealth
North Carolina
$214K -$23.8K -268 -10%
WP
1307
WMS Partners
Maryland
$213K +$213K +2,408 New
MGIM
1308
M&G Investment Management
United Kingdom
$212K -$35.4K -398 -14%
ECM
1309
Evergreen Capital Management
Washington
$212K +$212K +2,393 New
EIM
1310
Essex Investment Management
Massachusetts
$211K -$14.7K -166 -7%
WAAG
1311
Wealth Alliance Advisory Group
Kansas
$210K +$210K +2,370 New
DPIM
1312
Duff & Phelps Investment Management
Illinois
$210K +$210K +2,370 New
GG
1313
Gleason Group
Kentucky
$209K +$2.39K +27 +1%
OWA
1314
Outlook Wealth Advisors
Texas
$209K +$209K +2,354 New
MC
1315
Middleton & Co
Massachusetts
$209K +$209K +2,357 New
PAM
1316
Premier Asset Management
Illinois
$209K +$209K +2,360 New
FC
1317
FCA Corp
Texas
$209K +$209K +2,362 New
GAG
1318
GM Advisory Group
New York
$208K -$30.6K -346 -13%
FWM
1319
Foresight Wealth Management
Utah
$208K +$208K +2,346 New
CWM
1320
Chesapeake Wealth Management
Virginia
$207K -$50.9K -575 -20%
CRIG
1321
Charter Research & Investment Group
Connecticut
$206K +$206K +2,325 New
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$204K +$2.3K +26 +1%
SSG
1323
Summit Securities Group
New York
$204K +$204K +2,300 New
LBC
1324
Lowe Brockenbrough & Co
Virginia
$203K -$38K -428 -16%
SRC
1325
Sage Rhino Capital
California
$203K +$203K +2,287 New
51 52
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