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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 %
IWS
1301
Insight Wealth Strategies
California
$213K +$7.35K +92 +4%
ICM
1302
IMS Capital Management
Oregon
$212K +$212K +2,650 New
V
1303
VeraBank
Texas
$212K +$212K +2,652 New
FVWA
1304
Foster Victor Wealth Advisors
South Carolina
$211K +$639 +8 +0.3%
PWM
1305
PBMares Wealth Management
Virginia
$210K -$26.7K -335 -11%
AA
1306
Advisory Alpha
Michigan
$210K -$25.3K -300 -11%
BRA
1307
Bender Robert & Associates
California
$210K -$8.4K -105 -4%
CCA
1308
Cobblestone Capital Advisors
New York
$210K +$11.6K +145 +6%
ITIM
1309
Indiana Trust & Investment Management
Indiana
$208K
JIC
1310
Joel Isaacson & Co
New York
$208K
BOS
1311
Bank of Stockton
California
$208K +$208K +2,619 New
PK
1312
Pflug Koory
Nebraska
$206K -$12K -150 -5%
BCP
1313
Blue Chip Partners
Michigan
$206K +$1.84K +23 +0.9%
SC
1314
Steph & Co
Wisconsin
$206K +$20.3K +255 +11%
DWM
1315
Dakota Wealth Management
Florida
$206K +$206K +2,570 New
OC
1316
Oarsman Capital
Wisconsin
$205K -$25.4K -319 -11%
WPP
1317
Whalerock Point Partners
Rhode Island
$205K -$1.04K -13 -0.5%
NAM
1318
NorthCoast Asset Management
Connecticut
$205K +$80 +1 +0%
EIM
1319
Essex Investment Management
Massachusetts
$204K
CBT
1320
Capital Bank & Trust
California
$204K
BWCS
1321
Beirne Wealth Consulting Services
Connecticut
$204K +$560 +7 +0.3%
VA
1322
Valmark Advisers
Ohio
$203K +$203K +2,541 New
SWA
1323
Sutton Wealth Advisors
Florida
$202K -$559 -7 -0.3%
SDAM
1324
Shulman DeMeo Asset Management
New York
$202K +$133K +5,213 +193%
NJBEST
1325
New Jersey Better Educational Savings Trust
New Jersey
$200K