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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 %
CRC
1501
Curi RMB Capital
Illinois
– -$251K -2,908 Closed
PBO
1502
Peoples Bank (Ohio)
Ohio
– -$248K -2,870 Closed
FRM
1503
Fox Run Management
Connecticut
– -$246K -2,846 Closed
HF
1504
HRT Financial
New York
– -$245K -2,842 Closed
Group One Trading
1505
Group One Trading
Illinois
– -$241K -2,793 Closed
ECM
1506
Evergreen Capital Management
Washington
– -$239K -2,774 Closed
HR
1507
Hayden Royal
North Carolina
– -$238K -2,760 Closed
MCM
1508
Mengis Capital Management
Oregon
– -$235K -2,733 Closed
PP
1509
Pegasus Partners
Wisconsin
– -$230K -2,663 Closed
PIM
1510
Penobscot Investment Management
Massachusetts
– -$225K -2,603 Closed
PAS
1511
Partnervest Advisory Services
California
– -$218K -2,523 Closed
NFG
1512
Nations Financial Group
Iowa
– -$214K -2,478 Closed
BWI
1513
Beacon Wealthcare Inc
North Carolina
– -$210K -2,432 Closed
AHC
1514
Adell Harriman & Carpenter
Texas
– -$206K -2,392 Closed
NL
1515
NWAM LLC
Washington
– -$206K -2,385 Closed
CBFP
1516
Cedar Brook Financial Partners
Ohio
– -$204K -2,361 Closed
TPWA
1517
TRUE Private Wealth Advisors
Oregon
– -$201K -2,336 Closed
SIAG
1518
Signet Investment Advisory Group
Rhode Island
– -$102K -1,183 Closed
MWA
1519
Meridian Wealth Advisors
Texas
– -$99K -1,147 Closed
PVH
1520
Psagot Value Holdings
Israel
– -$94K -1,090 Closed
ECM
1521
EII Capital Management
New York
– -$78K -899 Closed
Capstone Investment Advisors
1522
Capstone Investment Advisors
New York
– -$47K -539 Closed
WANY
1523
Wealthspire Advisors (New York)
New York
– -$43K -497 Closed
AWMS
1524
Advocacy Wealth Management Services
Georgia
– -$23K -266 Closed
LPC
1525
Loeb Partners Corp
New York
– -$18K -198 Closed
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