DUK icon

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
$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.16B
3
Citadel Advisors
Citadel Advisors
Florida
$301M
4
Capital Research Global Investors
Capital Research Global Investors
California
$552M
5
MBA
Maple-Brown Abbott
Australia
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
Franklin Resources
Franklin Resources
California
$908M
3
Federated Hermes
Federated Hermes
Pennsylvania
$404M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$30.3M +$1.08M +13,394 +4%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$29.1M +$2.17M +26,868 +8%
Aberdeen Group
128
Aberdeen Group
United Kingdom
$28.8M -$810K -10,008 -3%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$28.4M +$2.04M +25,240 +8%
HighTower Advisors
130
HighTower Advisors
Illinois
$27.8M +$2.13M +26,312 +8%
BC
131
Bruce & Co
Illinois
$26.1M – – –
M&T Bank
132
M&T Bank
New York
$25.6M -$800K -9,897 -3%
SG Americas Securities
133
SG Americas Securities
New York
$25.6M +$16.9M +209,348 +196%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$25.5M +$55K +680 +0.2%
CFC
135
Cincinnati Financial Corp
Ohio
$25.1M – – –
AIA
136
Avalon Investment & Advisory
Texas
$24.4M +$1.6M +19,743 +7%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$24.2M -$79.3K -949 -0.3%
H
138
Hexavest
Quebec, Canada
$23.1M +$23M +284,496 +17,572%
QI
139
QS Investors
New York
$23.1M -$354K -4,380 -2%
ASRS
140
Arizona State Retirement System
Arizona
$23M -$3.65M -45,072 -14%
VDI
141
Vaughan David Investments
Illinois
$22.4M +$203K +2,512 +0.9%
ELC
142
Edgar Lomax Company
Virginia
$22.3M +$14.3M +176,675 +179%
RPI
143
Railway Pension Investments
United Kingdom
$22.1M -$129K -1,600 -0.6%
MAM
144
Magellan Asset Management
Australia
$22M -$2.06M -25,473 -9%
UIM
145
USS Investment Management
United Kingdom
$21.9M -$1.99M -24,609 -8%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$21.8M +$1.03M +12,743 +5%
EVM
147
Eaton Vance Management
Massachusetts
$21.7M +$3.43M +42,396 +19%
AA
148
ALPS Advisors
Colorado
$21.6M -$10.8M -133,361 -33%
UB
149
UMB Bank
Missouri
$21.6M -$775K -9,580 -3%
DZ Bank
150
DZ Bank
Germany
$21.3M +$4.16M +51,407 +24%
4 5
6
7 8