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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 %
SWA
1201
Stratos Wealth Advisors
Ohio
$263K +$53.2K +664 +25%
CA
1202
CapWealth Advisors
Tennessee
$263K +$263K +3,294 New
P
1203
&Partners
Tennessee
$262K -$46.9K -586 -15%
BBL
1204
Beck Bode LLC
Massachusetts
$262K -$12K -150 -4%
LF
1205
Lantz Financial
Illinois
$262K +$800 +10 +0.3%
EP
1206
Edgestream Partners
New Jersey
$262K +$262K +3,283 New
DA
1207
Detalus Advisors
Missouri
$260K +$260K +3,259 New
AAIM
1208
Asset Advisors Investment Management
Georgia
$259K
VCAM
1209
Van Cleef Asset Management
Ohio
$257K -$524K -6,566 -67%
JWBC
1210
J.W. Burns & Co
New York
$257K
ET
1211
Equitable Trust
Tennessee
$256K -$11.6K -145 -4%
BONST
1212
Bank of Nova Scotia Trust
Ontario, Canada
$256K
3C
1213
361 Capital
Colorado
$256K +$256K +3,199 New
CC
1214
Cadinha & Co
Hawaii
$254K
MWM
1215
Mission Wealth Management
California
$254K +$254K +3,175 New
VPIM
1216
Vanguard Personalized Indexing Management
California
$253K -$323K -4,047 -56%
PAI
1217
Pittenger & Anderson Inc
Nebraska
$253K -$1.68K -21 -0.7%
BHWM
1218
Bay Harbor Wealth Management
Maryland
$252K -$17.2K -216 -6%
YIA
1219
YHB Investment Advisors
Connecticut
$252K -$7.34K -92 -3%
MIC
1220
Meridian Investment Counsel
California
$251K
FA
1221
FMA Advisory
Pennsylvania
$251K +$880 +11 +0.4%
VFP
1222
Verus Financial Partners
Virginia
$250K -$6.06K -76 -2%
CFA
1223
Capstone Financial Advisors
Illinois
$250K
AA
1224
Apriem Advisors
California
$250K +$4.39K +55 +2%
BRG
1225
Bay Rivers Group
Virginia
$250K +$250K +3,131 New