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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 %
IWP
801
Icon Wealth Partners
Texas
$736K +$736K +9,217 New
CAM
802
Cresset Asset Management
Illinois
$734K -$36.2K -453 -5%
B
803
Barings
North Carolina
$733K
MOS
804
MGO One Seven
Ohio
$732K -$30.7K -384 -4%
WIC
805
Whitegate Investment Counselors
New Hampshire
$729K +$1.84K +23 +0.3%
FNC
806
First National Corp
Massachusetts
$727K -$38.3K -479 -5%
TTWM
807
TCV Trust & Wealth Management
Virginia
$720K +$26.6K +333 +4%
DFG
808
Demars Financial Group
Washington
$720K +$221K +2,769 +44%
Fiera Capital (Canada)
809
Fiera Capital (Canada)
Quebec, Canada
$719K -$219K -2,744 -23%
WAM
810
Wealthspire Advisors (Maryland)
Maryland
$718K +$161K +2,015 +29%
9WM
811
9258 Wealth Management
Ohio
$716K -$26K -326 -4%
FPFS
812
First Personal Financial Services
North Carolina
$713K -$22K -275 -3%
AssetMark Inc
813
AssetMark Inc
California
$712K -$1.74M -21,806 -71%
BFEC
814
Benjamin F. Edwards & Company
Missouri
$711K +$81.4K +1,019 +13%
CICI
815
Capital Investment Counsel Inc
North Carolina
$708K -$55K -689 -7%
GT
816
Glenview Trust
Kentucky
$700K
MAM
817
Madison Asset Management
Wisconsin
$699K +$208K +2,600 +42%
CTA
818
Chesley Taft & Associates
Illinois
$694K -$99.8K -1,250 -13%
WA
819
WBH Advisory
Maryland
$694K +$5.75K +72 +0.8%
APG
820
Abacus Planning Group
South Carolina
$691K +$137K +1,719 +25%
PSUF
821
People's United Financial
Connecticut
$688K -$37.3K -467 -5%
EWA
822
EP Wealth Advisors
California
$687K -$104K -1,301 -13%
TFS
823
TrustCore Financial Services
Tennessee
$687K -$10.1K -126 -1%
SF
824
Symphony Financial
Texas
$686K +$199K +2,488 +41%
Parallax Volatility Advisers
825
Parallax Volatility Advisers
California
$685K +$220K +2,752 +47%