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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 %
SBL
1376
Sargent Bickham Lagudis
Colorado
$79K -$26K -320 -25%
APWM
1377
Atlas Private Wealth Management
New York
$77K -$21.5K -267 -22%
VNA
1378
Valley National Advisers
Pennsylvania
$77K +$3.91K +48 +5%
GWS
1379
Glassman Wealth Services
Virginia
$76K -$7.45K -92 -9%
LFG
1380
Larson Financial Group
Missouri
$76K +$39.6K +492 +109%
AIM
1381
Arcadia Investment Management
Michigan
$73K +$35.2K +435 +93%
PWMG
1382
Prestige Wealth Management Group
New Jersey
$73K +$53.1K +653 +267%
GAM
1383
Gemmer Asset Management
California
$72K +$4.23K +52 +6%
WB
1384
West Bancorporation
Iowa
$70K – – –
FMTCOCP
1385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K – – –
CWM
1386
Cranbrook Wealth Management
Michigan
$67K – – –
BL
1387
Balentine LLC
Georgia
$67K +$21.8K +270 +48%
CFO
1388
CVA Family Office
Colorado
$67K +$67K +824 New
LC
1389
Lindbrook Capital
California
$66K -$5.19K -64 -7%
LWM
1390
Lenox Wealth Management
Ohio
$64K -$81 -1 -0.1%
CA
1391
Clearstead Advisors
Ohio
$64K +$64K +790 New
GSWM
1392
Golden State Wealth Management
California
$63K +$63K +783 New
WAP
1393
Wealthcare Advisory Partners
Pennsylvania
$61K -$88.8K -1,093 -59%
HCM
1394
Horrell Capital Management
Arkansas
$61K – – –
MWP
1395
Meridian Wealth Partners
Pennsylvania
$58K -$6.79K -84 -10%
SIAS
1396
Shine Investment Advisory Services
Colorado
$58K – – –
EWM
1397
Edge Wealth Management
New York
$56K +$327 +4 +0.6%
FWM
1398
FSA Wealth Management
Massachusetts
$55K – – –
IRAG
1399
Investment Research & Advisory Group
Georgia
$54K -$20.1K -247 -27%
EDRH
1400
Edmond de Rothschild Holding
Switzerland
$54K – – –
54 55
56
57 58