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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 %
CIA
1601
CSat Investment Advisory
Michigan
$9K -$238K -2,590 -96%
EWA
1602
Evolution Wealth Advisors
Florida
$9K – – –
TI
1603
Truehand Inc
New Hampshire
$9K – – –
ACM
1604
AUA Capital Management
Pennsylvania
$9K – – –
CCM
1605
Cribstone Capital Management
Maine
$9K +$9K +97 New
JPLA
1606
Joseph P. Lucia & Associates
New York
$9K +$9K +100 New
BEI
1607
Benjamin Edwards Inc
Missouri
$8K +$98 +1 +1%
PG
1608
Proffitt & Goodson
Tennessee
$7K – – –
TFGT
1609
TS Financial Group (TSFG)
Illinois
$7K +$1.75K +20 +33%
GA
1610
GoalVest Advisory
New York
$7K +$7K +80 New
TCWA
1611
Ten Capital Wealth Advisors
Washington
$7K +$7K +81 New
SFPG
1612
Stonebridge Financial Planning Group
Florida
$6K – – –
WAS
1613
Winch Advisory Services
Wisconsin
$6K +$94 +1 +2%
ZC
1614
Zeit Capital
Colorado
$6K +$6K +66 New
FWM
1615
Filbrandt Wealth Management
Wisconsin
$5K – – –
IF
1616
Ironwood Financial
Arizona
$5K – – –
MAWCM
1617
Mine & Arao Wealth Creation & Management
California
$5K – – –
CYG
1618
Clean Yield Group
Vermont
$5K +$5K +50 New
BWP
1619
Baldwin Wealth Partners
Massachusetts
$3K – – –
1832 Asset Management
1620
1832 Asset Management
Ontario, Canada
$2K -$3.22M -29,016 -100%
RIA
1621
RPG Investment Advisory
California
$2K -$500 -5 -20%
TFA
1622
Transamerica Financial Advisors
Florida
$2K -$364 -4 -15%
YAL
1623
Your Advocates Ltd
Texas
$2K – – –
JAM
1624
JCIC Asset Management
Ontario, Canada
$2K +$2K +24 New
CPFP
1625
Clear Perspectives Financial Planning
Ohio
$2K +$2K +26 New
63 64
65
66 67