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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 %
TIAM2
1501
Tru Independence Asset Management 2
Oregon
$69K +$69K +759 New
PS
1502
Planned Solutions
California
$68K – – –
LC
1503
Lindbrook Capital
California
$68K +$9.12K +100 +15%
AWM
1504
Avondale Wealth Management
Texas
$68K +$68K +742 New
LGA
1505
Lebenthal Global Advisors
New York
$67K +$67K +732 New
LIA
1506
Luken Investment Analytics
Tennessee
$66K +$66K +721 New
MWP
1507
Meridian Wealth Partners
Pennsylvania
$64K +$552 +6 +0.9%
CWA
1508
Clearview Wealth Advisors
Oregon
$64K +$64K +698 New
EDRH
1509
Edmond de Rothschild Holding
Switzerland
$61K – – –
TFM
1510
TFC Financial Management
Massachusetts
$61K – – –
RIM
1511
Rockbridge Investment Management
New York
$59K – – –
MCM
1512
Manchester Capital Management
Vermont
$58K – – –
SWP
1513
ShoreHaven Wealth Partners
New Jersey
$58K +$58K +630 New
CA
1514
Centerpoint Advisors
Massachusetts
$57K – – –
PO
1515
Private Ocean
California
$55K +$9.17K +100 +20%
SIAG
1516
Signet Investment Advisory Group
Rhode Island
$55K +$55K +600 New
EC
1517
Estate Counselors
Wisconsin
$54K +$54K +591 New
LTI
1518
Laffer Tengler Investments
Tennessee
$54K – – –
FWM
1519
FSA Wealth Management
Massachusetts
$53K +$53K +578 New
IRAG
1520
Investment Research & Advisory Group
Georgia
$50K -$10.3K -113 -17%
DWP
1521
Destiny Wealth Partners
Florida
$50K +$50K +544 New
BWA
1522
Burt Wealth Advisors
Maryland
$49K – – –
CIA
1523
Cascade Investment Advisors
Oregon
$49K – – –
LFG
1524
Larson Financial Group
Missouri
$48K +$183 +2 +0.4%
FMTCOCP
1525
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K – – –
59 60
61
62 63