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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 %
ECM
1351
Evergreen Capital Management
Washington
$225K +$5.5K +60 +3%
BST
1352
Bath Savings Trust
Maine
$225K +$225K +2,459 New
RWA
1353
Redhawk Wealth Advisors
Minnesota
$225K +$225K +2,461 New
BFS
1354
Bickling Financial Services
Massachusetts
$225K +$225K +2,462 New
BWM
1355
BCGM Wealth Management
Indiana
$224K +$224K +2,491 New
SCI
1356
S&CO Inc
Massachusetts
$223K – – –
CCP
1357
Cassia Capital Partners
North Carolina
$223K +$223K +2,432 New
GWM
1358
Gray Wealth Management
Maine
$223K +$223K +2,439 New
DPIM
1359
Duff & Phelps Investment Management
Illinois
$222K +$4.59K +50 +2%
RWI
1360
Red Wave Investments
Pennsylvania
$222K +$222K +2,420 New
CCM
1361
Coldstream Capital Management
Washington
$221K +$221K +2,413 New
GG
1362
Gleason Group
Kentucky
$219K +$2.29K +25 +1%
EIM
1363
Essex Investment Management
Massachusetts
$218K – – –
WAAG
1364
Wealth Alliance Advisory Group
Kansas
$218K +$1.37K +15 +0.6%
SA
1365
Shilanski & Associates
Alaska
$217K -$10.5K -115 -5%
BP
1366
Ballentine Partners
Massachusetts
$217K +$8.09K +88 +4%
FC
1367
FCA Corp
Texas
$216K – – –
BWM
1368
BCS Wealth Management
Tennessee
$216K +$216K +2,355 New
AA
1369
Advisory Alpha
Michigan
$215K -$3.76K -41 -2%
FWM
1370
Foresight Wealth Management
Utah
$215K – – –
GAG
1371
GM Advisory Group
New York
$215K – – –
LRPA
1372
L. Roy Papp & Associates
Arizona
$213K -$48.2K -527 -18%
CRIG
1373
Charter Research & Investment Group
Connecticut
$213K – – –
Kayne Anderson Rudnick Investment Management
1374
Kayne Anderson Rudnick Investment Management
California
$213K +$2.2K +24 +1%
SEP
1375
Southland Equity Partners
Missouri
$212K +$212K +2,317 New
53 54
55
56 57