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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 %
PV
1601
Private Vista
Illinois
– -$210K -2,301 Closed
PWM
1602
Provident Wealth Management
Tennessee
– -$206K -2,256 Closed
FC
1603
FCA Corp
Texas
– -$206K -2,254 Closed
CHP
1604
Cable Hill Partners
Oregon
– -$205K -2,246 Closed
SAG
1605
Spotlight Asset Group
Illinois
– -$203K -2,243 Closed
BAM
1606
Brave Asset Management
New Jersey
– -$204K -2,242 Closed
SRC
1607
Sage Rhino Capital
California
– -$202K -2,233 Closed
NPF
1608
Norris Perne & French
Michigan
– -$204K -2,232 Closed
CA
1609
Capital Advantage
California
– -$213K -2,212 Closed
FLPIM
1610
F.L. Putnam Investment Management
Massachusetts
– -$200K -2,194 Closed
GLI
1611
Guardian Life Insurance
New York
– -$196K -2,147 Closed
AWS
1612
Arkfeld Wealth Strategies
Nebraska
– -$202K -2,107 Closed
MGIA
1613
Moneta Group Investment Advisors
Missouri
– -$174K -1,908 Closed
HCA
1614
Horan Capital Advisors
Ohio
– -$168K -1,843 Closed
HWM
1615
Howard Wealth Management
Connecticut
– -$139K -1,533 Closed
FIB
1616
First Interstate Bank
Montana
– -$125K -1,370 Closed
KWM
1617
Keebeck Wealth Management
Illinois
– -$114K -1,250 Closed
IRC
1618
Investors Research Corp
Georgia
– -$84K -916 Closed
GDP
1619
Great Diamond Partners
Maine
– -$82K -903 Closed
VCM
1620
Vigilant Capital Management
Maine
– -$82K -899 Closed
SQA
1621
Simon Quick Advisors
New Jersey
– -$74K -814 Closed
BRC
1622
Bell Rock Capital
Delaware
– -$69K -759 Closed
FPS
1623
Fieldpoint Private Securities
Connecticut
– -$50K -553 Closed
RA
1624
Rational Advisors
New York
– -$33K -362 Closed
AI
1625
ArchPoint Investors
Florida
– -$33K -360 Closed
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