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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 %
GFPC
1551
Global Financial Private Client
Florida
$27.5K – – –
MLFP
1552
MPS Loria Financial Planners
Illinois
$27K +$4.5K +50 +20%
CCC
1553
Crescent Capital Consulting
Louisiana
$27K +$27K +296 New
SL
1554
Savior LLC
Massachusetts
$26K – – –
DWM
1555
Defined Wealth Management
Oregon
$26K +$26K +287 New
SQA
1556
Simon Quick Advisors
New Jersey
$25K +$15.4K +166 +161%
GWM
1557
Greenhouse Wealth Management
Connecticut
$25K +$25K +277 New
APWM
1558
Atlas Private Wealth Management
New York
$24K -$9.34K -100 -28%
CAL
1559
Capital Advisors Ltd
Ohio
$24K – – –
EAM
1560
Eukles Asset Management
Ohio
$24K – – –
SWA
1561
SOA Wealth Advisors
New York
$24K +$24K +256 New
SIAG
1562
Safeguard Investment Advisory Group
California
$24K +$24K +264 New
SPWG
1563
Sage Private Wealth Group
Illinois
$24K +$24K +267 New
HCM
1564
Highlander Capital Management
New Jersey
$23K – – –
WCMN
1565
Westchester Capital Management (Nebraska)
Nebraska
$23K – – –
LWCFA
1566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$7.85K +87 +52%
IA
1567
Inspire Advisors
Idaho
$23K +$23K +251 New
LD
1568
Lipe & Dalton
New York
$22K +$22K +243 New
PFA
1569
Professional Financial Advisors
Nebraska
$21K +$91 +1 +0.4%
CH
1570
Canton Hathaway
Rhode Island
$21K +$21K +228 New
AIG
1571
American International Group
New York
$20.5K -$777 -8,481 -4%
FWM
1572
Focused Wealth Management
New York
$20K -$3.39K -37 -15%
WOC
1573
West Oak Capital
California
$20K – – –
PP
1574
Pacifica Partners
Canada
$20K +$88 +1 +0.4%
APWA
1575
Atlas Private Wealth Advisors
New Jersey
$19K +$178 +2 +0.9%
61 62
63
64 65