DUK icon

Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1401
TimeScale Financial
Massachusetts
$94K +$896 +10 +1%
PFWA
1402
Paces Ferry Wealth Advisors
Georgia
$93K +$93K +1,054 New
WEC
1403
Winslow Evans & Crocker
Massachusetts
$91K -$12.4K -141 -12%
SAM
1404
S.A. Mason
Michigan
$89K -$8.87K -100 -9%
QCMC
1405
Quantum Capital Management (California)
California
$89K – – –
BAM
1406
Bellevue Asset Management
Washington
$89K – – –
SIS
1407
Sound Income Strategies
Florida
$87K -$13.3K -149 -13%
SBL
1408
Sargent Bickham Lagudis
Colorado
$86K – – –
TPWA
1409
TRUE Private Wealth Advisors
Oregon
$83K +$37.5K +428 +82%
WB
1410
West Bancorporation
Iowa
$77K – – –
MIFH
1411
Migdal Insurance & Financial Holdings
Israel
$76K -$24.3K -274 -24%
CWM
1412
Cranbrook Wealth Management
Michigan
$74K – – –
GAM
1413
Gemmer Asset Management
California
$74K – – –
EIP
1414
Ellis Investment Partners
Pennsylvania
$72K -$45.6K -521 -39%
AF
1415
Allworth Financial
California
$72K -$23.3K -263 -24%
LF
1416
Lee Financial
Texas
$68K – – –
HCM
1417
Horrell Capital Management
Arkansas
$66K – – –
PS
1418
Planned Solutions
California
$65K +$65K +738 New
SIAS
1419
Shine Investment Advisory Services
Colorado
$64K – – –
MWP
1420
Meridian Wealth Partners
Pennsylvania
$61K -$3.09K -35 -5%
EDRH
1421
Edmond de Rothschild Holding
Switzerland
$59K – – –
IRAG
1422
Investment Research & Advisory Group
Georgia
$59K – – –
TFM
1423
TFC Financial Management
Massachusetts
$59K +$59K +667 New
NPP
1424
New Potomac Partners
Maryland
$58K -$35.7K -400 -38%
LC
1425
Lindbrook Capital
California
$57K -$6.27K -71 -10%
55 56
57
58 59