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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 %
BOM
1126
Bank of Marin
California
$325K
KS
1127
Karpas Strategies
Connecticut
$325K
SMFS
1128
Squar Milner Financial Services
California
$324K +$66.3K +830 +26%
NCM
1129
Novare Capital Management
North Carolina
$323K +$99.7K +1,249 +45%
BOTW
1130
Bank of the West
California
$322K -$262K -3,276 -45%
PIA
1131
Pinion Investment Advisors
Kansas
$320K +$26.7K +335 +9%
WA1
1132
Wimmer Associates 1
California
$319K +$6.36K +75 +2%
SC
1133
Saturna Capital
Washington
$317K
KWMG
1134
King Wealth Management Group
Florida
$317K +$8K +100 +3%
CWS
1135
Cypress Wealth Services
California
$316K +$8.14K +102 +3%
RMAM
1136
Raab & Moskowitz Asset Management
New Jersey
$314K -$6.63K -83 -2%
NP
1137
NorthRock Partners
Minnesota
$314K +$21.1K +264 +7%
AIL
1138
AGF Investments LLC
Ontario, Canada
$313K -$736K -9,203 -70%
HB
1139
Horizon Bancorp
Indiana
$313K
MCM
1140
McMillion Capital Management
North Carolina
$313K +$22.7K +284 +8%
CA
1141
Claro Advisors
Massachusetts
$312K -$800 -10 -0.3%
CT
1142
Coastline Trust
Rhode Island
$312K
YMRC
1143
Yorktown Management & Research Company
Virginia
$312K +$312K +3,900 New
GIP
1144
Greatmark Investment Partners
Georgia
$311K +$160 +2 +0.1%
DLA
1145
Douglas Lane & Associates
New York
$310K +$13.6K +171 +5%
HL
1146
HeadInvest LLC
Maine
$309K +$16K +200 +5%
BTW
1147
Boston Trust Walden
Massachusetts
$309K +$21.3K +266 +7%
MIM
1148
Moseley Investment Management
Florida
$308K +$11.8K +148 +4%
GWAG
1149
Garrett Wealth Advisory Group
Texas
$308K +$13.4K +168 +5%
BIM
1150
Baldwin Investment Management
Pennsylvania
$307K