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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 %
RC
826
RegentAtlantic Capital
New Jersey
$685K +$384K +4,808 +128%
DP
827
Dearborn Partners
Illinois
$681K -$40.2K -504 -6%
BWM
828
Buckley Wealth Management
Nevada
$680K
IWM
829
IHT Wealth Management
Illinois
$673K -$57K -714 -8%
PTP
830
Platform Technology Partners
New York
$671K +$244K +3,053 +57%
CC
831
Chicago Capital
Illinois
$667K
FIM
832
Fruth Investment Management
Texas
$661K
CCA
833
Checchi Capital Advisers
California
$660K -$26.6K -333 -4%
OIA
834
Optimum Investment Advisors
Illinois
$655K +$399 +5 +0.1%
CSIC
835
Clifford Swan Investment Counsel
California
$652K -$5.99K -75 -0.9%
SIA
836
Soltis Investment Advisors
Utah
$651K +$232K +2,903 +55%
SA
837
Strategic Advisors
New York
$646K +$217K +2,581 +51%
WCM
838
Washington Capital Management
Washington
$641K -$83.9K -1,050 -12%
CAM
839
Carret Asset Management
New York
$640K
LNWWM
840
Laird Norton Wetherby Wealth Management
California
$639K -$96.4K -1,206 -13%
PWM
841
Perigon Wealth Management
California
$635K -$36.8K -461 -5%
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633K -$345K -4,315 -35%
BCM
843
BTR Capital Management
California
$631K -$64K -800 -9%
BHIA
844
Birch Hill Investment Advisors
Massachusetts
$630K
HSA
845
HBK Sorce Advisory
Pennsylvania
$630K +$17.6K +221 +3%
SFSG
846
Stearns Financial Services Group
North Carolina
$629K -$159K -1,984 -20%
PCS
847
Personal CFO Solutions
New Jersey
$629K +$479 +6 +0.1%
SXL
848
Summit X LLC
Missouri
$629K +$17.7K +221 +3%
WA
849
Wealth Alliance
New York
$628K +$10.2K +128 +2%
MIA
850
MainStreet Investment Advisors
Illinois
$625K -$284K -3,559 -31%