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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 %
SIP
901
Stoneridge Investment Partners
Pennsylvania
$546K -$71.9K -900 -12%
CT
902
Chicago Trust
Illinois
$543K +$4.8K +60 +0.9%
CFD
903
Creative Financial Designs
Indiana
$542K -$58.4K -732 -10%
TFA
904
Transamerica Financial Advisors
Florida
$540K +$539K +6,746 +51,892%
ACA
905
Atlas Capital Advisors
Wyoming
$538K -$33.3K -417 -6%
HFG
906
Heron Financial Group
New York
$534K -$13.8K -170 -3%
RIM
907
Redwood Investment Management
Arizona
$532K +$532K +6,665 New
ACWM
908
Adams Chetwood Wealth Management
North Carolina
$531K -$20.9K -262 -4%
SG
909
StoneX Group
New York
$531K +$112K +1,402 +27%
SWM
910
Stockman Wealth Management
Montana
$529K +$53.3K +667 +11%
FRA
911
Front Row Advisors
California
$528K +$30.7K +385 +6%
EWM
912
EPG Wealth Management
Georgia
$527K +$19.9K +249 +4%
EWA
913
ERTS Wealth Advisors
Michigan
$526K -$132K -1,649 -20%
AWCI
914
Alpine Woods Capital Investors
New York
$526K -$98.7K -1,235 -16%
HCM
915
Hodges Capital Management
Texas
$526K +$16.9K +211 +3%
IMOV
916
Investment Management of Virginia
Virginia
$521K -$16.8K -210 -3%
ACM
917
Anfield Capital Management
California
$518K +$10.3K +121 +2%
BFM
918
Boston Financial Management
Massachusetts
$517K
NA
919
Navellier & Associates
Nevada
$517K +$517K +6,473 New
TW
920
Transform Wealth
Colorado
$515K -$71.9K -900 -12%
GEA
921
Glen Eagle Advisors
New Jersey
$513K +$290K +3,632 +130%
AWA
922
Arete Wealth Advisors
Illinois
$509K -$62.2K -778 -11%
HCM
923
Hengehold Capital Management
Ohio
$508K +$2.72K +34 +0.5%
ATPW
924
Ashton Thomas Private Wealth
Arizona
$507K +$177K +2,215 +54%
CT
925
Clearstead Trust
Maine
$506K