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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 %
SFG
1451
Sowa Financial Group
Rhode Island
$29K – – –
SCA
1452
Stuart Chaussee & Associates
California
$29K +$29K +326 New
DI
1453
Disciplined Investments
Oklahoma
$28K – – –
RWG
1454
Regal Wealth Group
California
$28K +$88 +1 +0.3%
PCWA
1455
Pacific Capital Wealth Advisors
California
$28K +$28K +317 New
GFPC
1456
Global Financial Private Client
Florida
$27K -$49.3K -547 -65%
HGWM
1457
Harvest Group Wealth Management
Massachusetts
$27K +$263 +3 +1%
SL
1458
Savior LLC
Massachusetts
$25K – – –
SIA
1459
SeaBridge Investment Advisors
New Jersey
$24K – – –
FWM
1460
Focused Wealth Management
New York
$23K -$6.04K -67 -21%
EAM
1461
Eukles Asset Management
Ohio
$23K – – –
CAL
1462
Capital Advisors Ltd
Ohio
$23K – – –
WCMN
1463
Westchester Capital Management (Nebraska)
Nebraska
$22K – – –
SA
1464
SRH Advisors
Kansas
$22K – – –
HCM
1465
Highlander Capital Management
New Jersey
$22K – – –
MLFP
1466
MPS Loria Financial Planners
Illinois
$22K – – –
CCM
1467
Chiron Capital Management
Florida
$22K +$22K +245 New
LWA
1468
Lowe Wealth Advisors
Maryland
$21K – – –
PFA
1469
Professional Financial Advisors
Nebraska
$21K +$21K +229 New
PFO
1470
Pathstone Family Office
New Jersey
$21K +$21K +233 New
PP
1471
Pacifica Partners
Canada
$20K – – –
Millennium Management
1472
Millennium Management
New York
$19.8K -$4.02K -45,344 -17%
WOC
1473
West Oak Capital
California
$19K -$34.9K -400 -65%
TC
1474
Trust Company
Kansas
$19K – – –
APWA
1475
Atlas Private Wealth Advisors
New Jersey
$19K +$9.1K +101 +92%
57 58
59
60 61