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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 %
CAGAS
1476
Capital Advisory Group Advisory Services
Minnesota
$94K +$92K +1,000 +4,545%
KFI
1477
Key Financial Inc
Pennsylvania
$94K +$94K +1,028 New
SAM
1478
S.A. Mason
Michigan
$92K – – –
CFO
1479
CVA Family Office
Colorado
$89K -$46.7K -509 -34%
SBL
1480
Sargent Bickham Lagudis
Colorado
$89K – – –
BAM
1481
Bellevue Asset Management
Washington
$86K -$6.54K -71 -7%
BHWM
1482
Bay Harbor Wealth Management
Maryland
$85K -$108K -1,170 -56%
PI
1483
PineBridge Investments
New York
$83K -$3.41M -37,123 -98%
AA
1484
Addison Advisors
Vermont
$80K +$80K +873 New
FFA
1485
Freedman Financial Associates
Massachusetts
$80K +$80K +873 New
TPWA
1486
TRUE Private Wealth Advisors
Oregon
$77K -$8.78K -97 -10%
AF
1487
Allworth Financial
California
$77K +$2.48K +27 +3%
SCA
1488
Stuart Chaussee & Associates
California
$77K +$47.1K +514 +158%
GAM
1489
Gemmer Asset Management
California
$76K – – –
CWM
1490
Cranbrook Wealth Management
Michigan
$76K – – –
EIP
1491
Ellis Investment Partners
Pennsylvania
$76K +$459 +5 +0.6%
AL
1492
ADE LLC
Maryland
$75K +$75K +816 New
SN
1493
Sittner & Nelson
Oregon
$75K +$75K +816 New
BDS
1494
Banco de Sabadell
Florida
$73K +$73K +800 New
MIFH
1495
Migdal Insurance & Financial Holdings
Israel
$72K -$6.61K -72 -8%
LF
1496
Lee Financial
Texas
$70K – – –
JMF
1497
Johnson Midwest Financial
Iowa
$70K +$70K +760 New
PWMG
1498
Prestige Wealth Management Group
New Jersey
$69K -$35.5K -388 -34%
HCM
1499
Horrell Capital Management
Arkansas
$69K – – –
JWM
1500
Janiczek Wealth Management
Colorado
$69K +$37.1K +406 +116%
58 59
60
61 62