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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 %
ED
1426
Exane Derivatives
France
$169K +$23.8K +260 +16%
FWM
1427
ForthRight Wealth Management
Georgia
$164K +$164K +1,793 New
CTB
1428
Country Trust Bank
Illinois
$163K +$18.4K +200 +13%
NFSG
1429
Newbridge Financial Services Group
Florida
$160K +$28K +306 +21%
CFFP
1430
Center for Financial Planning
Michigan
$159K -$63.6K -693 -29%
TCM
1431
Tradewinds Capital Management
Washington
$159K -$13.3K -145 -8%
HWA
1432
HHM Wealth Advisors
Tennessee
$157K – – –
BSSFA
1433
Baron Silver Stevens Financial Advisors
Florida
$157K +$157K +1,716 New
CCA
1434
Childress Capital Advisors
Texas
$150K +$150K +1,642 New
TH
1435
TCTC Holdings
Texas
$147K – – –
NIM
1436
NuWave Investment Management
New Jersey
$143K +$135K +1,478 +1,680%
FCM
1437
Firestone Capital Management
Florida
$142K – – –
PWPS
1438
Pinnacle Wealth Planning Services
Ohio
$142K +$142K +1,552 New
TFA
1439
Toth Financial Advisory
Virginia
$140K +$1.1K +12 +0.8%
SFSIG
1440
San Francisco Sentry Investment Group
California
$137K +$1.01K +11 +0.7%
CIM
1441
Centersquare Investment Management
Pennsylvania
$137K +$7.31K +80 +6%
PGAM
1442
Princeton Global Asset Management
New Jersey
$137K +$18.3K +200 +15%
TWM
1443
Tradition Wealth Management
Minnesota
$137K +$137K +1,497 New
VCM
1444
Versant Capital Management
Arizona
$135K -$37.4K -410 -22%
ATC
1445
Adirondack Trust Company
New York
$133K -$7.99K -85 -6%
DOA
1446
D'Orazio & Associates
Virginia
$132K +$92 +1 +0.1%
AAP
1447
Arax Advisory Partners
Colorado
$131K -$2.28K -25 -2%
PMFA
1448
Plante Moran Financial Advisors
Michigan
$130K -$70.3K -770 -35%
VNA
1449
Valley National Advisers
Pennsylvania
$129K – – –
AWG
1450
Altus Wealth Group
Colorado
$129K +$129K +1,405 New
56 57
58
59 60