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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 %
SDAM
1376
Shulman DeMeo Asset Management
New York
$212K +$212K +7,911 New
SRC
1377
Sage Rhino Capital
California
$211K +$1.65K +18 +0.8%
QC
1378
QCM Cayman
Texas
$211K +$211K +2,300 New
FFG
1379
Frisch Financial Group
New York
$211K +$211K +2,309 New
P
1380
Pitcairn
Pennsylvania
$210K +$210K +2,288 New
RCA
1381
Ranch Capital Advisors
Florida
$209K -$36.8K -403 -15%
CWM
1382
Chesapeake Wealth Management
Virginia
$209K -$4.57K -50 -2%
ST
1383
Smithfield Trust
Pennsylvania
$208K +$9.15K +100 +5%
SFO
1384
Stokes Family Office
Louisiana
$208K +$208K +2,268 New
LFA
1385
Legacy Financial Advisors
Kentucky
$207K -$213K -2,333 -51%
SWMG
1386
Strategic Wealth Management Group
Maryland
$207K -$1.83K -20 -0.9%
WTB
1387
Washington Trust Bank
Washington
$207K +$207K +2,261 New
CWP
1388
CFM Wealth Partners
Texas
$207K +$207K +2,264 New
CBT
1389
Central Bank & Trust
Kentucky
$206K +$4.57K +50 +2%
LCM
1390
Liberty Capital Management
Michigan
$205K +$205K +2,237 New
SAG
1391
Spotlight Asset Group
Illinois
$205K +$205K +2,243 New
BCAM
1392
Boston Common Asset Management
Massachusetts
$205K +$205K +2,243 New
HS
1393
Haafor (Singapore)
Singapore
$204K -$90.8K -990 -31%
LBC
1394
Lowe Brockenbrough & Co
Virginia
$204K -$5.68K -62 -3%
PCAP
1395
Pratt Collard Advisory Partners
New York
$204K -$3.65K -40 -2%
BG
1396
Berry Group
Massachusetts
$204K +$204K +2,224 New
AA
1397
AQR Arbitrage
Connecticut
$203K +$203K +2,238 New
PWM
1398
Provident Wealth Management
Tennessee
$202K – – –
MPCG
1399
Matrix Private Capital Group
New York
$202K +$202K +2,206 New
CPA
1400
Capital Planning Advisors
California
$201K +$201K +2,195 New
54 55
56
57 58