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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 %
LWA
1451
Lowe Wealth Advisors
Maryland
$19K – – –
TC
1452
Trust Company
Kansas
$17K – – –
AIS
1453
Accurate Investment Solutions
Pennsylvania
$17K +$249 +3 +1%
CAL
1454
Capital Analysts LLC
Pennsylvania
$16K -$9.36K -117 -37%
RWG
1455
Regal Wealth Group
California
$16K – – –
SJIM
1456
St. Johns Investment Management
Florida
$16K – – –
SMG
1457
Spectrum Management Group
Indiana
$16K +$6.17K +76 +63%
HR
1458
Howe & Rusling
New York
$15K -$4.5K -54 -23%
NC
1459
NewSquare Capital
Pennsylvania
$15K – – –
SIAP
1460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$156 +2 +1%
LSA
1461
Lion Street Advisors
Texas
$15K +$15K +188 New
1832 Asset Management
1462
1832 Asset Management
Ontario, Canada
$14K -$8.05K -100 -36%
CP
1463
Corbenic Partners
Pennsylvania
$14K – – –
FEG
1464
Financial Enhancement Group
Indiana
$14K – – –
FWM
1465
Filbrandt Wealth Management
Wisconsin
$14K +$83 +1 +0.6%
RTC
1466
Riverview Trust Company
Washington
$13K – – –
MAWCM
1467
Mine & Arao Wealth Creation & Management
California
$12K -$12K -150 -50%
CH
1468
Canton Hathaway
Rhode Island
$12K -$11.4K -140 -49%
GIC
1469
Gantzert Investment Company
Illinois
$12K – – –
LFG
1470
LifePlan Financial Group
Ohio
$11K – – –
MIM
1471
Macroview Investment Management
Maryland
$10K – – –
CAM
1472
CenterStar Asset Management
Illinois
$10K – – –
HF
1473
Halpern Financial
Virginia
$9.95K – – –
BII
1474
Bainco International Investors
Massachusetts
$9K +$9K +116 New
WCM
1475
Wealthcare Capital Management
Virginia
$8K -$4.04K -50 -34%
57 58
59
60 61