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Duke Energy

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1426
Rockbridge Investment Management
New York
$57K
MCM
1427
Manchester Capital Management
Vermont
$56K -$152K -1,722 -73%
CA
1428
Centerpoint Advisors
Massachusetts
$55K
LTI
1429
Laffer Tengler Investments
Tennessee
$52.8K +$52.8K +596 New
CIA
1430
Cascade Investment Advisors
Oregon
$47.4K
BWA
1431
Burt Wealth Advisors
Maryland
$47K
LFG
1432
Larson Financial Group
Missouri
$46K -$48.5K -552 -51%
FMTCOCP
1433
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K -$29.3K -333 -39%
PO
1434
Private Ocean
California
$44K
WCG
1435
Weaver Consulting Group
California
$40K -$5.83K -66 -13%
JGIA
1436
Jackson Grant Investment Advisers
Connecticut
$40K
TFO
1437
Tarbox Family Office
California
$39K +$7.85K +89 +25%
KFS
1438
Kelly Financial Services
Massachusetts
$37.9K +$266 +3 +0.7%
BDWM
1439
Brewin Dolphin Wealth Management
Ireland
$35.4K
AW
1440
Alpha Windward
Massachusetts
$35K -$367K -4,091 -91%
EW
1441
Evoke Wealth
California
$35K -$1.95K -22 -5%
HI
1442
Human Investing
Oregon
$35K -$967 -11 -3%
ME
1443
McIlrath & Eck
Washington
$35K
APW
1444
Acima Private Wealth
Virginia
$33K
APWM
1445
Atlas Private Wealth Management
New York
$32K -$36.8K -411 -54%
JWBC
1446
John W. Brooker & Co
California
$31K
VCM
1447
Vigilant Capital Management
Maine
$31K
JWM
1448
Janiczek Wealth Management
Colorado
$31K +$443 +5 +1%
TIM
1449
Tortoise Investment Management
New York
$30K
AP
1450
Arlington Partners
Alabama
$29K