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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
1601
Blue Chip Partners
Michigan
– -$206K -2,574 Closed
DWM
1602
Dakota Wealth Management
Florida
– -$206K -2,570 Closed
CWP
1603
CFM Wealth Partners
Texas
– -$169K -2,118 Closed
PWP
1604
Principle Wealth Partners
Connecticut
– -$153K -1,915 Closed
CAM
1605
Cacti Asset Management
Georgia
– -$137K -1,666 Closed
BC
1606
Brookfield Corp
Ontario, Canada
– -$120K -1,501 Closed
BL
1607
Balentine LLC
Georgia
– -$99K -1,238 Closed
CWM
1608
Campbell Wealth Management
Virginia
– -$96K -1,206 Closed
O
1609
Ossiam
France
– -$79K -985 Closed
1W
1610
1776 Wealth
Georgia
– -$77K -969 Closed
FWM
1611
FSA Wealth Management
Massachusetts
– -$55K -683 Closed
EC
1612
Estate Counselors
Wisconsin
– -$47K -591 Closed
AIM
1613
Arcadia Investment Management
Michigan
– -$37K -466 Closed
HH
1614
HWG Holdings
Texas
– -$36K -455 Closed
WR
1615
Watson Rebecca
– -$26K -327 Closed
SC
1616
Solstein Capital
California
– -$24K -299 Closed
EWP
1617
Engrave Wealth Partners
Texas
– -$20K -254 Closed
HFA
1618
Hoover Financial Advisors
Pennsylvania
– -$17K -215 Closed
KWM
1619
Keebeck Wealth Management
Illinois
– -$13K -168 Closed
CH
1620
Canton Hathaway
Rhode Island
– -$12K -147 Closed
AC
1621
Asio Capital
Kentucky
– -$11K -134 Closed
RAM
1622
Riggs Asset Management
Pennsylvania
– -$8K -110 Closed
JPLA
1623
Joseph P. Lucia & Associates
New York
– -$8K -100 Closed
CCM
1624
Cribstone Capital Management
Maine
– -$8K -96 Closed
LWA
1625
Lenox Wealth Advisors
New York
– -$7K -93 Closed
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