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Duke Energy

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
1401
Leelyn Smith
Illinois
$54K +$10.5K +130 +24%
CA
1402
Centerpoint Advisors
Massachusetts
$53K
HIIFS
1403
Harel Insurance Investments & Financial Services
Israel
$53K +$53K +659 New
LF
1404
Lee Financial
Texas
$52K
CI
1405
CX Institutional
Indiana
$49K -$14.6K -182 -23%
OSAM
1406
O'Shaughnessy Asset Management
Connecticut
$47K -$32.6K -407 -41%
TRCT
1407
Tower Research Capital (TRC)
New York
$45K +$45K +556 New
WOC
1408
West Oak Capital
California
$44K
CIA
1409
Cascade Investment Advisors
Oregon
$43.3K
BWA
1410
Burt Wealth Advisors
Maryland
$43K +$10.6K +131 +33%
SA
1411
SRH Advisors
Kansas
$41K
PO
1412
Private Ocean
California
$40K -$31.6K -395 -44%
TFO
1413
Tarbox Family Office
California
$38K +$4.33K +54 +13%
WCG
1414
Weaver Consulting Group
California
$37K
JGIA
1415
Jackson Grant Investment Advisers
Connecticut
$36K
KFS
1416
Kelly Financial Services
Massachusetts
$34.1K +$242 +3 +0.7%
SSWG
1417
Seven Springs Wealth Group
Tennessee
$34K
BDWM
1418
Brewin Dolphin Wealth Management
Ireland
$32.4K
HI
1419
Human Investing
Oregon
$32K
TPWA
1420
TRUE Private Wealth Advisors
Oregon
$32K +$17.9K +225 +127%
APW
1421
Acima Private Wealth
Virginia
$30K
SWM
1422
Selective Wealth Management
Virginia
$30K
EW
1423
Evoke Wealth
California
$29.5K -$149K -1,846 -83%
SFSIG
1424
San Francisco Sentry Investment Group
California
$29K -$122K -1,531 -81%
PFO
1425
Pathstone Family Office
New Jersey
$29K +$29K +349 New