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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 %
HIC
1301
Harvey Investment Company
Kentucky
$253K -$91.7K -1,000 -27%
ECG
1302
Edge Capital Group
Georgia
$252K +$2.11K +23 +0.8%
DW
1303
Domani Wealth
Pennsylvania
$250K +$1.1K +12 +0.4%
EWF
1304
Epstein & White Financial
California
$249K -$21.9K -238 -8%
1WA
1305
180 Wealth Advisors
Washington
$248K +$6.34K +70 +3%
BEAM
1306
Baker Ellis Asset Management
Washington
$247K -$19.8K -216 -7%
GFP
1307
Gryphon Financial Partners
Ohio
$246K +$3.3K +36 +1%
AAIM
1308
Asset Advisors Investment Management
Georgia
$245K – – –
NB
1309
Nicolet Bankshares
Wisconsin
$245K – – –
COCM
1310
Charter Oak Capital Management
New Hampshire
$244K +$244K +2,662 New
BWA
1311
Bordeaux Wealth Advisors
California
$244K +$244K +2,666 New
PFT
1312
Providence First Trust
Arizona
$244K +$244K +2,666 New
SMH
1313
Sanders Morris Harris
Texas
$243K -$9.17K -100 -4%
RWP
1314
RWA Wealth Partners
Massachusetts
$243K +$367 +4 +0.2%
ICP
1315
Interchange Capital Partners
Pennsylvania
$243K +$243K +2,663 New
SFG
1316
StrategIQ Financial Group
Indiana
$242K +$11.4K +125 +5%
BRA
1317
Bender Robert & Associates
California
$240K – – –
JIC
1318
Joel Isaacson & Co
New York
$239K – – –
CHP
1319
Cable Hill Partners
Oregon
$238K – – –
LBA
1320
Letko, Brosseau & Associates
Quebec, Canada
$238K – – –
MFW
1321
Mosaic Family Wealth
Missouri
$238K +$366 +4 +0.2%
NAM
1322
NorthCoast Asset Management
Connecticut
$238K +$2.29K +25 +1%
MC
1323
Middleton & Co
Massachusetts
$238K +$21.8K +238 +10%
OC
1324
Oarsman Capital
Wisconsin
$237K +$1.74K +19 +0.7%
RPWA
1325
Regent Peak Wealth Advisors
Georgia
$237K +$7.24K +79 +3%
51 52
53
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