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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
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
1476
Stonebridge Financial Planning Group
Florida
$8K – – –
CDIA
1477
Capital Directions Investment Advisors
Georgia
$8K – – –
TI
1478
Truehand Inc
New Hampshire
$8K – – –
ACM
1479
AUA Capital Management
Pennsylvania
$8K – – –
JPLA
1480
Joseph P. Lucia & Associates
New York
$8K – – –
RAM
1481
Riggs Asset Management
Pennsylvania
$8K +$8K +110 New
LPWM
1482
Lake Point Wealth Management
Texas
$7K – – –
SGAM
1483
Smith Group Asset Management
Texas
$7K – – –
JSC
1484
Jackson Square Capital
California
$7K +$7K +88 New
BAMG
1485
Brand Asset Management Group
Missouri
$6K -$71.9K -935 -92%
BEI
1486
Benjamin Edwards Inc
Missouri
$6K -$4.18K -55 -41%
PG
1487
Proffitt & Goodson
Tennessee
$6K +$6K +78 New
IF
1488
Ironwood Financial
Arizona
$5K -$500 -6 -9%
PW
1489
Price Wealth
Texas
$5K – – –
WAS
1490
Winch Advisory Services
Wisconsin
$5K +$81 +1 +2%
MF
1491
Manchester Financial
California
$5K +$5K +61 New
OAM
1492
Optimal Asset Management
California
$4.55K +$2.07K +25,596 +84%
CCM
1493
Cribstone Capital Management
Maine
$4K -$4.8K -60 -55%
POIA
1494
Pin Oak Investment Advisors
Texas
$4K -$800 -10 -17%
BWP
1495
Baldwin Wealth Partners
Massachusetts
$3K – – –
RIA
1496
RPG Investment Advisory
California
$2K – – –
TFA
1497
Transamerica Financial Advisors
Florida
$2K +$154 +1 +8%
CAGAS
1498
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +22 New
YAL
1499
Your Advocates Ltd
Texas
$2K +$2K +24 New
CAM
1500
ClariVest Asset Management
California
$1K +$1K +13 New
58 59
60
61 62