DUK icon

Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
1501
Noked Israel
Israel
– -$229K -2,600 Closed
NC
1502
Noked Capital
Israel
– -$229K -2,600 Closed
VCM
1503
Virtue Capital Management
Tennessee
– -$227K -2,567 Closed
SCM
1504
Salem Capital Management
Massachusetts
– -$220K -2,490 Closed
EHC
1505
Everett Harris & Co
California
– -$220K -2,489 Closed
IFWM
1506
Institute for Wealth Management
Colorado
– -$217K -2,461 Closed
NCM
1507
Novare Capital Management
North Carolina
– -$216K -2,445 Closed
BAM
1508
Berkshire Asset Management
Pennsylvania
– -$211K -2,386 Closed
PWP
1509
Principle Wealth Partners
Connecticut
– -$203K -2,300 Closed
CSM
1510
CAMG Solamere Management
North Carolina
– -$200K -2,259 Closed
SCM
1511
Stellar Capital Management
Arizona
– -$202K -2,241 Closed
TPWA
1512
TRUE Private Wealth Advisors
Oregon
– -$183K -2,083 Closed
YWP
1513
YorkBridge Wealth Partners
New York
– -$160K -1,815 Closed
FL
1514
Fort LP
Maryland
– -$135K -1,535 Closed
AWM
1515
Arbor Wealth Management
Florida
– -$121K -1,367 Closed
CWA
1516
Clarus Wealth Advisors
Arizona
– -$106K -1,207 Closed
PFO
1517
Pathstone Family Office
New Jersey
– -$104K -1,183 Closed
EWM
1518
Executive Wealth Management
Michigan
– -$75K -848 Closed
VLKIM
1519
Van Lanschot Kempen Investment Management
Netherlands
– -$59K -673 Closed
MWC
1520
MKD Wealth Coaches
Michigan
– -$59K -666 Closed
MS
1521
Mizuho Securities
Japan
– -$44K -500 Closed
PCP
1522
Proficio Capital Partners
Massachusetts
– -$42K -478 Closed
CFA
1523
Camarda Financial Advisors
Florida
– -$41K -466 Closed
RWA
1524
Redhawk Wealth Advisors
Minnesota
– -$34K -383 Closed
MWM
1525
Mascoma Wealth Management
New Hampshire
– -$28K -317 Closed
58 59 60
61
62