DUK icon

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
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$293M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.77M
2
Invesco
Invesco
Georgia
$814M
3
State Street
State Street
Massachusetts
$3.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
126
USS Investment Management
United Kingdom
$29M – – –
BC
127
Bruce & Co
Illinois
$28.6M – – –
CFC
128
Cincinnati Financial Corp
Ohio
$27.5M – – –
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$27.3M +$126K +1,420 +0.5%
Aberdeen Group
130
Aberdeen Group
United Kingdom
$26.9M -$2.93M -33,049 -10%
CCM
131
Cullen Capital Management
New York
$26.9M +$1.01M +11,460 +4%
EIP
132
Energy Income Partners
Connecticut
$26.4M +$4.45M +50,206 +20%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$26.2M -$1.44M -16,281 -5%
ELC
134
Edgar Lomax Company
Virginia
$26M +$1.08M +12,250 +4%
WRF
135
Waddell & Reed Financial
Kansas
$26M +$9.75M +110,092 +60%
M&T Bank
136
M&T Bank
New York
$25.8M -$1.15M -12,950 -4%
VDI
137
Vaughan David Investments
Illinois
$25.4M +$452K +5,099 +2%
RPI
138
Railway Pension Investments
United Kingdom
$24.7M – – –
PR
139
Payden & Rygel
California
$23.6M +$1.03M +11,600 +5%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M -$115M -1,297,478 -83%
GC
141
Guggenheim Capital
Illinois
$22.9M +$294K +3,317 +1%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$22.8M -$378K -4,588 -2%
AIA
143
Avalon Investment & Advisory
Texas
$22.5M -$1.12M -12,664 -5%
Nomura Asset Management
144
Nomura Asset Management
Japan
$22.2M -$371K -4,192 -2%
EVM
145
Eaton Vance Management
Massachusetts
$21.7M -$5.02M -56,712 -19%
BG
146
Bollard Group
Massachusetts
$21.3M +$123K +1,393 +0.6%
WIC
147
Willis Investment Counsel
Georgia
$21.1M – – –
Comerica Bank
148
Comerica Bank
Texas
$21.1M -$1.21M -13,065 -5%
Aviva
149
Aviva
United Kingdom
$21M -$679K -7,671 -3%
AA
150
ALPS Advisors
Colorado
$20.8M -$577K -6,516 -3%
4 5
6
7 8