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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 %
GTCM
1676
Gyon Technologies Capital Management
New Jersey
– -$263K -2,974 Closed
TSS
1677
Two Sigma Securities
New York
– -$259K -2,924 Closed
DIM
1678
Delta Investment Management
California
– -$246K -2,787 Closed
BWP
1679
Bernardo Wealth Planning
Pennsylvania
– -$245K -2,777 Closed
SEC
1680
Seven Eight Capital
New York
– -$239K -2,700 Closed
RWB
1681
RMR Wealth Builders
New Jersey
– -$238K -2,685 Closed
BBL
1682
Beck Bode LLC
Massachusetts
– -$232K -2,618 Closed
BBA
1683
Braun-Bostich & Associates
Pennsylvania
– -$230K -2,595 Closed
AO
1684
Advisor OS
Illinois
– -$229K -2,587 Closed
DWA
1685
Douglass Winthrop Advisors
New York
– -$228K -2,574 Closed
VCM
1686
Virtue Capital Management
Tennessee
– -$221K -2,500 Closed
NJBEST
1687
New Jersey Better Educational Savings Trust
New Jersey
– -$221K -2,500 Closed
AAF
1688
Andra AP-fonden
Sweden
– -$221K -2,500 Closed
OWA
1689
Outlook Wealth Advisors
Texas
– -$209K -2,354 Closed
SSG
1690
Summit Securities Group
New York
– -$204K -2,300 Closed
STA
1691
Summit Trail Advisors
New York
– -$216K -2,271 Closed
MWA
1692
Meridian Wealth Advisors
Texas
– -$200K -2,256 Closed
CA
1693
Capital Advantage
California
– -$202K -2,212 Closed
PCM
1694
Prelude Capital Management
New York
– -$139K -1,573 Closed
CMBA
1695
C.M. Bidwell & Associates
Hawaii
– -$137K -1,545 Closed
CHAM
1696
Clear Harbor Asset Management
Connecticut
– -$100K -1,132 Closed
PFWA
1697
Paces Ferry Wealth Advisors
Georgia
– -$93K -1,054 Closed
NPP
1698
New Potomac Partners
Maryland
– -$58K -650 Closed
WCG
1699
Weaver Consulting Group
California
– -$40K -453 Closed
BDWM
1700
Brewin Dolphin Wealth Management
Ireland
– -$35.4K -400 Closed
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