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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 %
BP
1326
Ballentine Partners
Massachusetts
$202K -$72.9K -820 -27%
CA
1327
Capital Advantage
California
$202K +$202K +2,212 New
PCAP
1328
Pratt Collard Advisory Partners
New York
$202K +$202K +2,273 New
SWMG
1329
Strategic Wealth Management Group
Maryland
$202K +$202K +2,277 New
DBT
1330
Dubuque Bank & Trust
Iowa
$201K -$59.7K -674 -23%
MWA
1331
Meridian Wealth Advisors
Texas
$200K +$200K +2,256 New
AWM
1332
Atticus Wealth Management
Florida
$195K – – –
CBT
1333
Central Bank & Trust
Kentucky
$195K +$18.2K +206 +10%
PWM
1334
Provident Wealth Management
Tennessee
$195K +$195K +2,207 New
PMFA
1335
Plante Moran Financial Advisors
Michigan
$194K -$62K -701 -24%
CCA
1336
Column Capital Advisors
Indiana
$194K -$3.9K -44 -2%
HIIFS
1337
Harel Insurance Investments & Financial Services
Israel
$194K +$194K +2,189 New
IFAM
1338
Institutional & Family Asset Management
Colorado
$192K -$3.63K -41 -2%
ST
1339
Smithfield Trust
Pennsylvania
$192K +$13.7K +155 +8%
PFGIA
1340
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$39.7K +449 +27%
EAM
1341
Erste Asset Management
Austria
$189K +$189K +2,291 New
SBSB
1342
Sullivan, Bruyette, Speros & Blaney
Virginia
$186K -$50K -564 -21%
BHWM
1343
Bay Harbor Wealth Management
Maryland
$185K -$94.2K -1,066 -34%
MCA
1344
Mercer Capital Advisers
New Jersey
$182K – – –
AWA
1345
Arkadios Wealth Advisors
Georgia
$182K +$3.7K +40 +2%
AF
1346
Advisornet Financial
Minnesota
$178K +$2.56K +29 +1%
BAM
1347
Barrett Asset Management
New York
$177K – – –
KTC
1348
Kistler-Tiffany Companies
Pennsylvania
$177K +$35.9K +405 +25%
TI
1349
tru Independence
Oregon
$173K -$174K -1,966 -50%
PB
1350
Pinnacle Bancorp
Nebraska
$173K -$80.8K -913 -32%
52 53
54
55 56