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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 %
MFG
1326
Magnus Financial Group
New York
$236K +$236K +2,578 New
MW
1327
MBL Wealth
North Carolina
$236K +$236K +2,583 New
ITIM
1328
Indiana Trust & Investment Management
Indiana
$235K – – –
WP
1329
WealthSource Partners
California
$235K – – –
FAIM
1330
Financial Advocates Investment Management
Washington
$235K +$13.9K +152 +6%
SWA
1331
Sutton Wealth Advisors
Florida
$235K +$2.93K +32 +1%
TA
1332
Tiedemann Advisors
New York
$234K -$354K -3,865 -60%
WAM
1333
Weatherly Asset Management
California
$234K -$11.4K -125 -5%
AFG
1334
Allegheny Financial Group
Pennsylvania
$233K +$233K +2,545 New
COF
1335
Capital One Financial
Virginia
$231K -$288K -3,146 -55%
AR
1336
Advisory Research
Illinois
$230K -$10.4M -113,251 -98%
MA
1337
MCF Advisors
Kentucky
$230K -$125K -1,368 -35%
WP
1338
WMS Partners
Maryland
$230K +$9.17K +100 +4%
EHWM
1339
Eads & Heald Wealth Management
Georgia
$229K -$25.5K -279 -10%
V
1340
VeraBank
Texas
$229K -$13.8K -151 -6%
SJL
1341
Shayne & Jacobs LLC
Tennessee
$229K – – –
WFMPM
1342
Woodley Farra Manion Portfolio Management
Indiana
$228K -$458 -5 -0.2%
MPI
1343
Mairs & Power Inc
Minnesota
$228K +$5.87K +64 +3%
MA
1344
Mezzasalma Advisors
New Jersey
$228K +$228K +2,487 New
MP
1345
McDonald Partners
Ohio
$228K +$228K +2,492 New
WQ
1346
Wealth Quarterback
New Jersey
$227K -$304K -3,315 -57%
VA
1347
Valmark Advisers
Ohio
$227K -$4.48K -49 -2%
UWM
1348
Urban Wealth Management
California
$227K +$227K +2,477 New
TIA
1349
Traphagen Investment Advisors
New Jersey
$226K -$1.33M -10,947 -85%
DK
1350
Darrell & King
Virginia
$225K – – –
52 53
54
55 56