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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 %
CA
1426
Centerpoint Advisors
Massachusetts
$49K -$2.77K -35 -5%
WOC
1427
West Oak Capital
California
$49K +$6.11K +77 +14%
BWFA
1428
Baltimore-Washington Financial Advisors
Maryland
$49K +$49K +15,000 New
EC
1429
Estate Counselors
Wisconsin
$47K +$47K +591 New
CI
1430
CX Institutional
Indiana
$46K -$3.31K -41 -7%
BWA
1431
Burt Wealth Advisors
Maryland
$43K
CIA
1432
Cascade Investment Advisors
Oregon
$42.7K
WCG
1433
Weaver Consulting Group
California
$42K +$5.34K +66 +15%
TPWA
1434
TRUE Private Wealth Advisors
Oregon
$41K +$9.3K +118 +29%
PO
1435
Private Ocean
California
$39K
AIM
1436
Arcadia Investment Management
Michigan
$37K -$34.5K -435 -48%
JGIA
1437
Jackson Grant Investment Advisers
Connecticut
$36K
HH
1438
HWG Holdings
Texas
$36K +$36K +455 New
RA
1439
Rational Advisors
New York
$34K +$34K +430 New
KFS
1440
Kelly Financial Services
Massachusetts
$33.9K +$160 +2 +0.5%
SSWG
1441
Seven Springs Wealth Group
Tennessee
$33K
HI
1442
Human Investing
Oregon
$33K +$888 +11 +3%
EW
1443
Evoke Wealth
California
$33K +$4.12K +52 +14%
ME
1444
McIlrath & Eck
Washington
$32K +$4.33K +54 +16%
BDWM
1445
Brewin Dolphin Wealth Management
Ireland
$32K
APW
1446
Acima Private Wealth
Virginia
$29K
TFO
1447
Tarbox Family Office
California
$28K -$9.6K -121 -26%
JWBC
1448
John W. Brooker & Co
California
$28K
JWM
1449
Janiczek Wealth Management
Colorado
$28K +$3.17K +39 +13%
VCM
1450
Vigilant Capital Management
Maine
$28K +$28K +348 New