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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1351
Versant Capital Management
Arizona
$107K -$803 -10 -0.7%
SIS
1352
Sound Income Strategies
Florida
$107K +$54.2K +669 +103%
WPA
1353
West Paces Advisors
Georgia
$106K -$40.9K -506 -28%
AWM
1354
AllSquare Wealth Management
New York
$104K – – –
EIP
1355
Ellis Investment Partners
Pennsylvania
$103K +$850 +11 +0.8%
GTAM
1356
Global Trust Asset Management
Florida
$102K +$35.5K +425 +53%
BWM
1357
Baystate Wealth Management
Massachusetts
$101K – – –
CLOS
1358
Compagnie Lombard Odier SCmA
Switzerland
$101K – – –
PFGIA
1359
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$19.7K +244 +25%
WEC
1360
Winslow Evans & Crocker
Massachusetts
$98K -$42.8K -514 -30%
RE
1361
RBC Europe
United Kingdom
$97.9K -$1.29K -16 -1%
MIFH
1362
Migdal Insurance & Financial Holdings
Israel
$92K -$98.1K -1,212 -52%
CIM
1363
Centersquare Investment Management
Pennsylvania
$91K +$45.9K +570 +102%
MAM
1364
Meeder Asset Management
Ohio
$90K +$20.1K +250 +29%
AJ
1365
Ashburton (Jersey)
Jersey
$87K – – –
WB
1366
Webster Bank
Connecticut
$87K – – –
BAM
1367
Bellevue Asset Management
Washington
$87K +$18K +208 +26%
QAM
1368
QCI Asset Management
New York
$86K +$57.5K +712 +202%
KFI
1369
Key Financial Inc
Pennsylvania
$86K +$86K +1,028 New
NPP
1370
New Potomac Partners
Maryland
$85K – – –
GFPC
1371
Global Financial Private Client
Florida
$84.7K -$3.8K -49 -4%
TF
1372
TimeScale Financial
Massachusetts
$83K – – –
QCMC
1373
Quantum Capital Management (California)
California
$82K – – –
TWA
1374
TCI Wealth Advisors
Arizona
$80K -$3.33K -41 -4%
AF
1375
Allworth Financial
California
$80K +$3.79K +47 +5%
53 54
55
56 57