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Duke Energy

1,519 hedge funds and large institutions have $37.6B invested in Duke Energy in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 601 increasing their positions, 579 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+16
Holders Change %
+1.06%
% of All Funds
31.22%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.39%
New
123
Increased
601
Reduced
579
Closed
95
Calls
$254M
Puts
$275M
Net Calls
-$21.7M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
326
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M -$1.63M -20,439 -25%
NNP
327
Nachman Norwood & Parrott
South Carolina
$4.75M -$74.7K -935 -2%
SSWM
328
Smith Salley Wealth Management
North Carolina
$4.72M +$90.1K +1,128 +2%
CAN
329
Cetera Advisor Networks
California
$4.71M +$229K +2,868 +5%
CWG
330
Cornerstone Wealth Group
North Carolina
$4.7M +$76K +951 +2%
Man Group
331
Man Group
United Kingdom
$4.67M +$4.67M +58,399 New
AUB
332
Atlantic Union Bankshares
Virginia
$4.63M +$2.06M +25,758 +80%
LIM
333
Leavell Investment Management
Alabama
$4.63M
TF
334
Tompkins Financial
New York
$4.62M +$268K +3,356 +6%
EFIC
335
Eliot Finkel Investment Counsel
California
$4.62M +$1.56M +19,474 +51%
CIA
336
Capital Investment Advisors
Georgia
$4.56M +$698K +8,737 +18%
MAA
337
Matrix Asset Advisors
New York
$4.52M +$1.21M +15,117 +37%
PSP
338
Principal Street Partners
Tennessee
$4.46M -$1.33M -16,616 -23%
SC
339
Stralem & Co
New York
$4.38M -$47.3K -592 -1%
WA
340
Wasatch Advisors
Utah
$4.38M +$205K +2,565 +5%
AOWM
341
Alpha Omega Wealth Management
Virginia
$4.37M -$76.1K -952 -2%
Wealth Enhancement Advisory Services
342
Wealth Enhancement Advisory Services
Minnesota
$4.36M +$4.36M +51,857 New
MIM
343
Marco Investment Management
Georgia
$4.35M -$67.8K -849 -2%
FNBOO
344
First National Bank of Omaha
Nebraska
$4.34M +$116K +1,447 +3%
OIM
345
Opus Investment Management
Massachusetts
$4.33M +$1.12M +14,000 +35%
DIA
346
Dean Investment Associates
Ohio
$4.32M +$53.8K +673 +1%
AF
347
Alerus Financial
North Dakota
$4.27M -$29.2K -366 -0.7%
AWM
348
Arbor Wealth Management
Florida
$4.27M +$4.27M +53,468 New
CIBC World Market
349
CIBC World Market
Ontario, Canada
$4.26M +$657K +8,229 +18%
CTC
350
Central Trust Company
Missouri
$4.24M +$388K +4,852 +10%