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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 %
HWA
1051
Heritage Wealth Advisors
Virginia
$379K -$3.44K -43 -0.9%
CG
1052
Caprock Group
Idaho
$377K -$72.9K -913 -16%
TIA
1053
Tiemann Investment Advisors
California
$377K -$12K -150 -3%
MIP
1054
Marietta Investment Partners
Wisconsin
$377K
SAM
1055
SignalPoint Asset Management
Missouri
$376K +$80.3K +1,005 +27%
WDA
1056
Wendell David Associates
New Hampshire
$375K
RCM
1057
RB Capital Management
Nevada
$375K +$2.71K +34 +0.7%
QCG
1058
Quadrant Capital Group
Ohio
$374K -$474K -5,927 -56%
KFGK
1059
Keystone Financial Group (Kentucky)
Kentucky
$373K -$17.8K -222 -5%
CB
1060
Cadence Bank
Mississippi
$373K +$62.6K +782 +20%
FRM
1061
Fox Run Management
Connecticut
$372K +$372K +4,653 New
JT
1062
Jump Trading
Illinois
$372K +$372K +4,659 New
CWM
1063
Calamos Wealth Management
Illinois
$370K -$91.1K -1,140 -20%
ACM
1064
Advisors Capital Management
New Jersey
$367K -$9.43K -118 -3%
Fisher Asset Management
1065
Fisher Asset Management
Washington
$365K -$186K -2,330 -34%
Luther King Capital Management (LKCM)
1066
Luther King Capital Management (LKCM)
Texas
$365K -$53.2K -666 -13%
HWM
1067
Holloway Wealth Management
Florida
$364K -$368K
Bank Julius Baer & Co
1068
Bank Julius Baer & Co
Switzerland
$364K +$205K +2,563 +128%
ADL
1069
Asset Dedication LLC
California
$363K -$23K -288 -6%
NFG
1070
Next Financial Group
Texas
$361K -$208K -2,606 -37%
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$360K -$20.5K -257 -5%
FMP
1072
Financial Management Professionals
Texas
$360K +$62.5K +782 +21%
RCA
1073
Reitz Capital Advisors
Michigan
$360K +$360K +4,503 New
IWC
1074
Integrated Wealth Concepts
Massachusetts
$358K -$41.2K -515 -10%
BFC
1075
Bedel Financial Consulting
Indiana
$358K