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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
1501
Smith Group Asset Management
Texas
$7K – – –
PG
1502
Proffitt & Goodson
Tennessee
$7K – – –
BEI
1503
Benjamin Edwards Inc
Missouri
$7K +$86 +1 +1%
AWM
1504
Adams Wealth Management
Utah
$7K +$7K +84 New
C
1505
Cerebellum
California
$6K -$288K -3,365 -98%
SFPG
1506
Stonebridge Financial Planning Group
Florida
$6K -$2.55K -28 -30%
WAS
1507
Winch Advisory Services
Wisconsin
$6K – – –
NIC
1508
Northwest Investment Counselors
Oregon
$6K +$6K +64 New
FWM
1509
Filbrandt Wealth Management
Wisconsin
$5K -$2.93K -34 -37%
IF
1510
Ironwood Financial
Arizona
$5K – – –
JSC
1511
Jackson Square Capital
California
$5K – – –
TFGT
1512
TS Financial Group (TSFG)
Illinois
$5K +$5K +60 New
MAWCM
1513
Mine & Arao Wealth Creation & Management
California
$4K – – –
TFA
1514
Transamerica Financial Advisors
Florida
$3K -$777K -6,733 -100%
BWP
1515
Baldwin Wealth Partners
Massachusetts
$3K – – –
RIA
1516
RPG Investment Advisory
California
$2K – – –
YAL
1517
Your Advocates Ltd
Texas
$2K – – –
CAGAS
1518
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
FP
1519
Fiduciary Planning
Florida
$2K +$2K +20 New
FCA
1520
FinTrust Capital Advisors
South Carolina
$1.65K -$76 -853 -4%
RG
1521
Retirement Group
California
$1K -$91 -1 -8%
HFS
1522
HBC Financial Services
Washington
$1K +$1K +5 New
WIM
1523
Westside Investment Management
California
$56 – – –
Qube Research & Technologies (QRT)
1524
Qube Research & Technologies (QRT)
United Kingdom
– -$20.2M -252,655 Closed
ESCM
1525
Echo Street Capital Management
New York
– -$17.1M -214,498 Closed
59 60
61
62 63