DUK icon

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 %
VC
1451
Vestor Capital
Illinois
$124K – – –
AP
1452
Atwood & Palmer
Missouri
$123K – – –
SIM
1453
Sonora Investment Management
Arizona
$122K -$36.4K -397 -23%
PCTC
1454
Perkins Coie Trust Company
Washington
$121K – – –
CI
1455
CX Institutional
Indiana
$120K +$11K +120 +10%
RFA
1456
Reilly Financial Advisors
California
$116K +$9.18K +100 +9%
WPA
1457
West Paces Advisors
Georgia
$115K – – –
AA
1458
AlphaMark Advisors
Kentucky
$115K -$9.14K -100 -7%
BWM
1459
Baystate Wealth Management
Massachusetts
$114K – – –
CLOS
1460
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
CI Investments Inc
1461
CI Investments Inc
Ontario, Canada
$114K +$4.03K +44 +4%
CL
1462
COWA LLC
Oklahoma
$114K +$114K +1,235 New
PWA
1463
Phoenix Wealth Advisors
North Carolina
$113K +$113K +1,232 New
BCA
1464
Berman Capital Advisors
Georgia
$112K -$1.82K -20 -2%
FPS
1465
Fieldpoint Private Securities
Connecticut
$111K +$111K +1,214 New
RE
1466
RBC Europe
United Kingdom
$111K – – –
LS
1467
Leelyn Smith
Illinois
$109K -$20.2K -220 -16%
TWA
1468
TCI Wealth Advisors
Arizona
$109K +$9.31K +102 +9%
AWM
1469
AllSquare Wealth Management
New York
$108K -$10.1K -110 -9%
GTAM
1470
Global Trust Asset Management
Florida
$108K – – –
AWM
1471
Atticus Wealth Management
Florida
$106K -$94.5K -1,037 -47%
SIS
1472
Sound Income Strategies
Florida
$102K +$12.4K +135 +14%
WB
1473
Webster Bank
Connecticut
$100K – – –
EAM
1474
Erste Asset Management
Austria
$98K -$108K -1,200 -52%
TF
1475
TimeScale Financial
Massachusetts
$97K +$825 +9 +0.9%
57 58
59
60 61