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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 %
SJIM
1476
St. Johns Investment Management
Florida
$18K
CAL
1477
Capital Analysts LLC
Pennsylvania
$18K
SMG
1478
Spectrum Management Group
Indiana
$18K +$618 +7 +4%
PP
1479
PrairieView Partners
Minnesota
$18K +$18K +200 New
SIAP
1480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$259 +3 +2%
FCH
1481
Freestone Capital Holdings
Washington
$15.5K +$15.5K +175 New
LWCFA
1482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
CP
1483
Corbenic Partners
Pennsylvania
$15K
RTC
1484
Riverview Trust Company
Washington
$15K
FEG
1485
Financial Enhancement Group
Indiana
$15K
HR
1486
Howe & Rusling
New York
$14K
GIC
1487
Gantzert Investment Company
Illinois
$13K
LFG
1488
LifePlan Financial Group
Ohio
$12K
AJ
1489
Ashburton (Jersey)
Jersey
$12K
MIM
1490
Macroview Investment Management
Maryland
$11K +$89 +1 +0.8%
HF
1491
Halpern Financial
Virginia
$10.9K
EWA
1492
Evolution Wealth Advisors
Florida
$9K
ACM
1493
AUA Capital Management
Pennsylvania
$9K
SQA
1494
Simon Quick Advisors
New Jersey
$9K +$9K +103 New
NIM
1495
NuWave Investment Management
New Jersey
$8K -$97.5K -1,073 -92%
RA
1496
Rational Advisors
New York
$8K -$31.1K -342 -80%
TI
1497
Truehand Inc
New Hampshire
$8K
FIA
1498
FNY Investment Advisers
New York
$8K +$8K +100 New
SXL
1499
Summit X LLC
Missouri
$7.35K +$194 +213 +3%
PG
1500
Proffitt & Goodson
Tennessee
$7K