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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 %
BFA
451
Bragg Financial Advisors
North Carolina
$2.5M -$89.7K -1,123 -3%
CFSG
452
Community Financial Services Group
Vermont
$2.49M -$1.69M -21,212 -40%
WCM
453
Whitener Capital Management
North Carolina
$2.48M +$123K +1,545 +5%
JWM
454
Jackson Wealth Management
Florida
$2.48M +$144K +1,805 +6%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$2.46M -$3.24M -40,500 -57%
BBVA
456
Banco Bilbao Vizcaya Argentaria
Spain
$2.45M +$753K +9,428 +44%
Wealthfront Advisers
457
Wealthfront Advisers
California
$2.45M -$1.9M -23,746 -44%
BFA
458
Benedict Financial Advisors
Georgia
$2.45M -$8.23K -103 -0.3%
IAN
459
Integrated Advisors Network
Texas
$2.42M +$572K +7,160 +31%
CHC
460
City Holding Co
West Virginia
$2.42M +$86.7K +1,086 +4%
ZB
461
Zions Bancorporation
Utah
$2.42M +$254K +3,176 +12%
BWL
462
Bogart Wealth LLC
Virginia
$2.42M +$15.9K +199 +0.7%
PRC
463
Pearl River Capital
Michigan
$2.41M +$2.15M +26,866 +801%
BG
464
Bahl & Gaynor
Ohio
$2.41M -$4.47K -56 -0.2%
BRWA
465
B. Riley Wealth Advisors
Florida
$2.41M +$182K +2,278 +8%
ATC
466
Argent Trust Co
Tennessee
$2.4M +$2.64K +33 +0.1%
BPC
467
Banque Pictet & Cie
Switzerland
$2.4M +$400K +5,000 +20%
ECM
468
Everence Capital Management
Indiana
$2.39M
APP
469
Avantax Planning Partners
Iowa
$2.39M +$775K +9,697 +48%
BOH
470
Bank of Hawaii
Hawaii
$2.34M +$19K +238 +0.8%
1832 Asset Management
471
1832 Asset Management
Ontario, Canada
$2.33M +$2.32M +28,626 +16,452%
JSL
472
JT Stratford LLC
Georgia
$2.3M -$313K -3,917 -12%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$2.3M +$211K +2,646 +10%
TAM
474
Townsend Asset Management
North Carolina
$2.3M +$25.2K +315 +1%
AAS
475
Avantax Advisory Services
Texas
$2.28M +$69.7K +870 +3%