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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 %
KA
1151
KLCM Advisors
Wisconsin
$304K
RCG
1152
Rock Creek Group
District of Columbia
$304K +$304K +3,809 New
ST
1153
Sabal Trust
Florida
$301K -$33.5K -420 -10%
LNB
1154
Ledyard National Bank
$298K -$76K -953 -20%
MWM
1155
Meridian Wealth Management
Kentucky
$298K -$51.3K -642 -15%
MAP
1156
Milestone Advisory Partners
North Carolina
$298K +$35.2K +440 +13%
BEAM
1157
Baker Ellis Asset Management
Washington
$297K -$24K -300 -7%
FQ
1158
First Quadrant
California
$296K
DA
1159
Doliver Advisors
Texas
$296K +$40.7K +510 +16%
MA
1160
MCF Advisors
Kentucky
$295K
MW
1161
Marcum Wealth
Ohio
$293K +$20.8K +261 +8%
PFBT
1162
Parkside Financial Bank & Trust
Missouri
$293K +$45.6K +572 +18%
DIM
1163
Delta Investment Management
California
$293K +$293K +3,670 New
IP
1164
Isthmus Partners
Wisconsin
$292K
DWA
1165
Douglass Winthrop Advisors
New York
$290K
BWA
1166
BDO Wealth Advisors
Florida
$289K -$40K -501 -12%
ACI
1167
Alpha Cubed Investments
California
$289K -$33.7K -422 -10%
LAS
1168
Lloyd Advisory Services
Georgia
$289K -$17K -212 -6%
MSWMA
1169
Market Street Wealth Management Advisors
Indiana
$289K
C
1170
Cerebellum
California
$289K +$289K +3,435 New
ACG
1171
Allen Capital Group
Nebraska
$288K
WHG
1172
Westwood Holdings Group
Texas
$287K -$104K -1,298 -27%
TW
1173
TrinityPoint Wealth
Connecticut
$287K -$80 -1 -0%
BCM
1174
Boltwood Capital Management
California
$287K
SWM
1175
SVA Wealth Management
Wisconsin
$286K -$26.2K -327 -8%