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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 %
PWM
1401
PBMares Wealth Management
Virginia
$201K +$201K +2,196 New
XWM
1402
Xcel Wealth Management
Florida
$201K +$201K +2,206 New
CCA
1403
Column Capital Advisors
Indiana
$200K – – –
RHFI
1404
Reilly Herbert Faulkner III
$200K +$200K +2,189 New
IFAM
1405
Institutional & Family Asset Management
Colorado
$199K – – –
CA
1406
Clearstead Advisors
Ohio
$196K +$23.5K +257 +14%
DAC
1407
Dividend Assets Capital
South Carolina
$194K +$194K +2,116 New
MCM
1408
McMillion Capital Management
North Carolina
$194K +$194K +2,122 New
SBSB
1409
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K – – –
MCA
1410
Mercer Capital Advisers
New Jersey
$188K – – –
RDFA
1411
Ritter Daniher Financial Advisory
Ohio
$185K +$185K +2,025 New
BAM
1412
Barrett Asset Management
New York
$183K – – –
VBCG
1413
Valley Brook Capital Group
Pennsylvania
$183K +$183K +1,999 New
AF
1414
Advisornet Financial
Minnesota
$182K -$2.29K -25 -1%
PFO
1415
Pathstone Family Office
New Jersey
$181K +$160K +1,746 +749%
PB
1416
Pinnacle Bancorp
Nebraska
$179K – – –
PCIA
1417
Prime Capital Investment Advisors
Kansas
$177K -$1.31M -14,340 -88%
LWM
1418
Liberty Wealth Management
California
$176K +$23.9K +257 +16%
FP
1419
Financial Perspectives
Minnesota
$176K – – –
SCM
1420
Silvant Capital Management
Georgia
$173K – – –
MCM
1421
MV Capital Management
Maryland
$173K +$24.4K +266 +16%
KTC
1422
Kistler-Tiffany Companies
Pennsylvania
$171K -$11.4K -125 -6%
HS
1423
Horan Securities
United States
$171K +$6.06K +66 +4%
BWM
1424
Birchcreek Wealth Management
Ohio
$170K +$170K +1,862 New
MRCM
1425
M&R Capital Management
New Jersey
$169K -$206K -2,248 -55%
55 56
57
58 59