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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1576
Vicus Capital
Pennsylvania
– -$248K -2,716 Closed
CA
1577
CapWealth Advisors
Tennessee
– -$246K -2,694 Closed
MFG
1578
Menard Financial Group
Texas
– -$243K -2,661 Closed
BG
1579
Berry Group
Massachusetts
– -$242K -2,657 Closed
VA
1580
Valmark Advisers
Ohio
– -$234K -2,564 Closed
FWCM
1581
Ferguson Wellman Capital Management
Oregon
– -$233K -2,553 Closed
HWA
1582
Hilltop Wealth Advisors
North Carolina
– -$232K -2,544 Closed
AP
1583
Appleton Partners
Massachusetts
– -$231K -2,534 Closed
EHC
1584
Everett Harris & Co
California
– -$230K -2,523 Closed
AHC
1585
Adell Harriman & Carpenter
Texas
– -$227K -2,490 Closed
CAM
1586
Cubic Asset Management
Massachusetts
– -$223K -2,441 Closed
SCI
1587
S&CO Inc
Massachusetts
– -$222K -2,438 Closed
MC
1588
Middleton & Co
Massachusetts
– -$221K -2,428 Closed
MWM
1589
Mission Wealth Management
California
– -$220K -2,411 Closed
WP
1590
WMS Partners
Maryland
– -$220K -2,408 Closed
PWMAG
1591
Pinnacle Wealth Management Advisory Group
New Jersey
– -$217K -2,382 Closed
HI
1592
HBK Investments
Texas
– -$215K -2,354 Closed
FWM
1593
Foresight Wealth Management
Utah
– -$214K -2,346 Closed
TSS
1594
Two Sigma Securities
New York
– -$213K -2,337 Closed
WTB
1595
Washington Trust Bank
Washington
– -$212K -2,334 Closed
CCFCSB
1596
Cape Cod Five Cents Savings Bank
Massachusetts
– -$212K -2,332 Closed
QCM
1597
Quest Capital Management
Texas
– -$212K -2,327 Closed
HFRG
1598
Houlihan Financial Resource Group
Virginia
– -$212K -2,327 Closed
SIG
1599
Sargent Investment Group
Maryland
– -$212K -2,326 Closed
CRIG
1600
Charter Research & Investment Group
Connecticut
– -$212K -2,325 Closed
62 63
64
65 66