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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
1476
Amica Pension Fund Board of Trustees
Rhode Island
– -$1.76M -20,378 Closed
PDN
1477
Pensionfund DSM Netherlands
Netherlands
– -$1.58M -18,300 Closed
IA
1478
Icon Advisers
Colorado
– -$1.55M -17,900 Closed
MWM
1479
MinichMacGregor Wealth Management
New York
– -$1.34M -15,918 Closed
OAMU
1480
Ostrum Asset Management US
New York
– -$1.25M -14,492 Closed
TC
1481
Toews Corporation
New Jersey
– -$1.22M -14,100 Closed
PS
1482
Pensionfund Sabic
Netherlands
– -$1.1M -12,700 Closed
PAM
1483
Premier Asset Management
Illinois
– -$889K -10,306 Closed
MTCM
1484
Mint Tower Capital Management
Netherlands
– -$846K -9,800 Closed
WCM
1485
Weld Capital Management
New York
– -$833K -9,654 Closed
CP
1486
Camelot Portfolios
Ohio
– -$722K -8,363 Closed
WF
1487
WoodTrust Financial
Wisconsin
– -$662K -7,674 Closed
SPI
1488
Santori & Peters Inc
Pennsylvania
– -$580K -6,724 Closed
CAI
1489
Capital Advisors Inc
Oklahoma
– -$507K -5,878 Closed
ADBIC
1490
A.D. Beadell Investment Counsel
Wisconsin
– -$491K -5,698 Closed
Capital Fund Management (CFM)
1491
Capital Fund Management (CFM)
France
– -$474K -5,493 Closed
BKA
1492
Brick & Kyle Associates
Pennsylvania
– -$431K -4,989 Closed
QAM
1493
Questar Asset Management
Minnesota
– -$392K -4,540 Closed
WCM
1494
Weatherstone Capital Management
Colorado
– -$339K -4,234 Closed
AWM
1495
Alterna Wealth Management
Texas
– -$353K -4,226 Closed
BP
1496
Ballentine Partners
Massachusetts
– -$345K -3,997 Closed
RC
1497
RBO & Co
California
– -$310K -3,594 Closed
VWM
1498
Venturi Wealth Management
Texas
– -$288K -3,401 Closed
UAS
1499
United Asset Strategies
New York
– -$262K -3,037 Closed
SC
1500
Saturna Capital
Washington
– -$262K -3,031 Closed
58 59
60
61 62