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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 %
PP
1576
PrairieView Partners
Minnesota
$18K – – –
SIAP
1577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$181 +2 +1%
FCH
1578
Freestone Capital Holdings
Washington
$16K – – –
SA
1579
SRH Advisors
Kansas
$16K -$6.86K -75 -30%
CP
1580
Corbenic Partners
Pennsylvania
$16K – – –
HFA
1581
Hoover Financial Advisors
Pennsylvania
$16K +$16K +173 New
HR
1582
Howe & Rusling
New York
$15K – – –
RTC
1583
Riverview Trust Company
Washington
$15K – – –
AJ
1584
Ashburton (Jersey)
Jersey
$14K – – –
BAMG
1585
Brand Asset Management Group
Missouri
$14K +$7K +78 +100%
OCM
1586
Orion Capital Management
California
$14K +$14K +150 New
RG
1587
Retirement Group
California
$14K +$13K +150 +1,364%
EA
1588
Elm Advisors
California
$14K +$14K +156 New
KC
1589
Kinloch Capital
Virginia
$14K +$14K +158 New
D
1590
Diversified
Delaware
$14K +$14K +161 New
SMG
1591
Spectrum Management Group
Indiana
$13K -$5.94K -64 -31%
SSC
1592
Syverson Strege & Co
Iowa
$13K +$13K +142 New
SFP
1593
Sterling Financial Planning
New Jersey
$13K +$13K +147 New
LWA
1594
Lowe Wealth Advisors
Maryland
$12K -$9.02K -100 -43%
BDWCC
1595
B&D White Capital Company
Texas
$12K +$12K +135 New
HF
1596
Halpern Financial
Virginia
$11.3K – – –
MIM
1597
Macroview Investment Management
Maryland
$11K +$176 +2 +2%
FP
1598
Fiduciary Planning
Florida
$11K +$9.15K +99 +495%
RA
1599
Reby Advisors
Connecticut
$11K +$11K +115 New
JWA
1600
JFS Wealth Advisors
Pennsylvania
$10K +$10K +109 New
62 63
64
65 66