DUK icon

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 %
BDF
876
Balasa Dinverno & Foltz
$588K +$315K +3,950 +116%
SWM
877
Segment Wealth Management
Texas
$587K -$60.7K -760 -9%
OPA
878
Old Port Advisors
Maine
$587K -$2K -25 -0.3%
WOSD
879
WFA of San Diego
California
$582K +$582K +6,228 New
BIA
880
Bigelow Investment Advisors
Maine
$581K +$303K +3,786 +109%
SFG
881
Summit Financial Group
West Virginia
$580K -$31.6K -396 -5%
WP
882
WealthPLAN Partners
Nebraska
$580K -$10.3K -125 -2%
GAMC
883
Garner Asset Management Corp
Texas
$580K -$240 -3 -0%
AWM
884
Avior Wealth Management
Nebraska
$578K -$19.9K -249 -3%
EWM
885
Endurance Wealth Management
Rhode Island
$575K -$4K -50 -0.7%
CK
886
Cohen Klingenstein
New York
$575K
FWP
887
FAS Wealth Partners
Kansas
$575K +$1.28K +16 +0.2%
FFC
888
First Financial Corp
Indiana
$574K -$70.9K -888 -11%
BSW
889
Buckingham Strategic Wealth
Missouri
$574K -$69.8K -873 -11%
PCM
890
Princeton Capital Management
New Jersey
$571K
CA
891
Cornerstone Advisory
Maryland
$568K +$342K +4,275 +151%
MAFM
892
Mid Atlantic Financial Management
Pennsylvania
$567K -$366K -4,583 -39%
SAMC
893
Spectrum Asset Management (California)
California
$565K +$565K +7,076 New
MSS
894
Mitchell Sinkler & Starr
Pennsylvania
$561K
WP
895
WealthShield Partners
North Carolina
$559K -$8.78K -110 -2%
MS
896
Madden Securities
Texas
$556K +$556K +6,958 New
BAS
897
Brown Advisory Securities
Maryland
$554K -$19K -231 -3%
FMW
898
Farr Miller & Washington
District of Columbia
$551K -$65.2K -816 -11%
RDWM
899
Red Door Wealth Management
Tennessee
$548K +$96.1K +1,204 +21%
GCMG
900
Gyroscope Capital Management Group
Florida
$547K +$39.1K +489 +8%