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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 %
DT
976
Diversified Trust
Tennessee
$451K -$115K -1,440 -20%
EB
977
Eastern Bank
Massachusetts
$450K -$14K -175 -3%
FIM
978
Freedom Investment Management
Connecticut
$449K -$18.8K -236 -4%
DJSG
979
D.J. St. Germain
Massachusetts
$447K +$11.2K +140 +3%
RIA
980
Realta Investment Advisors
Delaware
$447K +$60.4K +756 +16%
ODCM
981
Old Dominion Capital Management
Virginia
$446K +$16K +200 +4%
GI
982
Gradient Investments
Minnesota
$440K -$50.6K -633 -10%
KPCM
983
Kings Point Capital Management
New York
$440K -$43.8K -548 -9%
ACM
984
Alethea Capital Management
Washington
$439K
CB
985
Community Bank
New York
$437K -$16.9K -211 -4%
MYIA
986
Mount Yale Investment Advisors
Colorado
$436K +$10.8K +135 +3%
MMG
987
Monetary Management Group
Missouri
$434K +$79.9K +1,000 +23%
EWM
988
Empirical Wealth Management
Washington
$432K -$34.2K -428 -7%
WIC
989
Wilkins Investment Counsel
Massachusetts
$432K
Lazard Asset Management
990
Lazard Asset Management
New York
$432K +$432K +5,416 New
WG
991
Watchman Group
Texas
$431K -$16K -200 -4%
HFAS
992
Hummer Financial Advisory Services
Illinois
$431K +$10.6K +133 +3%
RA
993
RFG Advisory
Alabama
$430K +$86.3K +1,081 +25%
AFAS
994
Acorn Financial Advisory Services
Virginia
$430K +$101K +1,266 +31%
SIA
995
Strategic Investment Advisors
Michigan
$429K -$16.2K -203 -4%
AWM
996
Altium Wealth Management
New York
$429K +$429K +5,370 New
BBA
997
Braun-Bostich & Associates
Pennsylvania
$426K
CFMC
998
Curbstone Financial Management Corp
New Hampshire
$426K +$426K +5,332 New
AO
999
Advisor OS
Illinois
$426K +$426K +5,338 New
RCM
1000
Radnor Capital Management
Pennsylvania
$425K +$24.6K +300 +6%