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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 %
TFO
1526
Tarbox Family Office
California
$46K +$5.34K +58 +13%
TAM
1527
Tucker Asset Management
Colorado
$45.5K +$45.5K +497 New
AIL
1528
AGF Investments LLC
Ontario, Canada
$45K -$244K -2,672 -84%
SGAM
1529
Smith Group Asset Management
Texas
$42K – – –
EW
1530
Evoke Wealth
California
$42K +$5.94K +65 +16%
JGIA
1531
Jackson Grant Investment Advisers
Connecticut
$41K – – –
KFS
1532
Kelly Financial Services
Massachusetts
$40.3K +$1.19K +13 +3%
FEG
1533
Financial Enhancement Group
Indiana
$40K +$24.5K +268 +159%
VCG
1534
Vantage Consulting Group
Virginia
$40K +$40K +435 New
ACA
1535
Atlas Capital Advisors
Wyoming
$38.9K +$38.9K +425 New
TFIPS
1536
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.5K +$38.5K +420 New
ME
1537
McIlrath & Eck
Washington
$37K – – –
HI
1538
Human Investing
Oregon
$36K – – –
APW
1539
Acima Private Wealth
Virginia
$34K – – –
JWBC
1540
John W. Brooker & Co
California
$32K – – –
TIM
1541
Tortoise Investment Management
New York
$31K – – –
AP
1542
Arlington Partners
Alabama
$30K – – –
SFG
1543
Sowa Financial Group
Rhode Island
$30K – – –
PCA
1544
Peddock Capital Advisors
Massachusetts
$30K +$30K +330 New
LAM
1545
Lountzis Asset Management
Pennsylvania
$30K +$30K +333 New
DAM
1546
Delta Asset Management
Tennessee
$29K -$8.38M -92,497 -100%
DI
1547
Disciplined Investments
Oklahoma
$29K – – –
RWG
1548
Regal Wealth Group
California
$29K +$182 +2 +0.6%
HGWM
1549
Harvest Group Wealth Management
Massachusetts
$29K +$372 +4 +1%
SJIM
1550
St. Johns Investment Management
Florida
$28K +$9.9K +110 +55%
60 61
62
63 64