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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 %
O
1401
Ossiam
France
$79K -$728K -9,078 -90%
TWA
1402
TCI Wealth Advisors
Arizona
$78K -$1.04K -13 -1%
SBL
1403
Sargent Bickham Lagudis
Colorado
$78K
1W
1404
1776 Wealth
Georgia
$77K -$77K -969 -50%
CIM
1405
Centersquare Investment Management
Pennsylvania
$77K -$12.7K -160 -14%
WB
1406
West Bancorporation
Iowa
$70K
GFPC
1407
Global Financial Private Client
Florida
$69.4K -$20.1K -245 -22%
GAM
1408
Gemmer Asset Management
California
$67K -$4.18K -52 -6%
FMTCOCP
1409
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K
CWM
1410
Cranbrook Wealth Management
Michigan
$67K
PWMG
1411
Prestige Wealth Management Group
New Jersey
$63K -$8.43K -106 -12%
CA
1412
Clearstead Advisors
Ohio
$63K
LWM
1413
Lenox Wealth Management
Ohio
$63K
APWM
1414
Atlas Private Wealth Management
New York
$61K -$14.9K -188 -20%
LF
1415
Lee Financial
Texas
$61K +$9.93K +125 +19%
HCM
1416
Horrell Capital Management
Arkansas
$60K
EWM
1417
Edge Wealth Management
New York
$60K +$4.99K +62 +9%
CFO
1418
CVA Family Office
Colorado
$59K -$7.14K -89 -11%
SIAS
1419
Shine Investment Advisory Services
Colorado
$58K
MWP
1420
Meridian Wealth Partners
Pennsylvania
$58K +$560 +7 +1%
LC
1421
Lindbrook Capital
California
$57K -$7.71K -97 -12%
FWM
1422
FSA Wealth Management
Massachusetts
$55K
EDRH
1423
Edmond de Rothschild Holding
Switzerland
$53K
IRAG
1424
Investment Research & Advisory Group
Georgia
$53K
RIM
1425
Rockbridge Investment Management
New York
$51K +$51K +644 New