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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
351
BLB&B Advisors
Pennsylvania
$4.23M -$215K -2,493 -5%
AOWM
352
Alpha Omega Wealth Management
Virginia
$4.21M +$77.2K +895 +2%
CIM
353
Castleton Investment Management
Connecticut
$4.2M -$18.1M -210,000 -81%
GHAM
354
Gilman Hill Asset Management
Connecticut
$4.19M -$48.1K -557 -1%
CNB
355
Camden National Bank
Maine
$4.13M +$108K +1,254 +3%
IIM
356
Intact Investment Management
Quebec, Canada
$4.08M +$604K +7,000 +17%
RIA
357
Regal Investment Advisors
Michigan
$4.07M +$81.8K +948 +2%
BIA
358
Barry Investment Advisors
Massachusetts
$4.03M +$54.5K +632 +1%
BIA
359
Biondo Investment Advisors
Pennsylvania
$4.02M -$32K -367 -0.8%
SA
360
Strategic Advisors
New York
$4.02M -$151K -1,749 -4%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$4.01M +$3.09M +35,789 +334%
CFSG
362
Community Financial Services Group
Vermont
$3.95M +$127K +1,471 +3%
SIM
363
Sentry Investment Management
Wisconsin
$3.93M -$100K -1,163 -2%
FB
364
Fulton Bank
Pennsylvania
$3.92M -$9.84K -114 -0.3%
BCM
365
Birmingham Capital Management
Alabama
$3.92M -$43.1K -499 -1%
BC
366
Brinker Capital
Pennsylvania
$3.89M -$102K -1,187 -3%
TF
367
Tompkins Financial
New York
$3.81M +$106K +1,228 +3%
ACM
368
Argyle Capital Management
Pennsylvania
$3.8M -$57.5K -666 -1%
JGUA
369
John G. Ullman & Associates
New York
$3.8M +$7.51K +87 +0.2%
WAM
370
World Asset Management
Michigan
$3.8M -$146K -1,691 -4%
NEAM
371
New England Asset Management
Connecticut
$3.75M -$82.6K -957 -2%
LDB
372
Lee, Danner & Bass
Tennessee
$3.74M -$43.4K -503 -1%
JIC
373
Johnson Investment Counsel
Ohio
$3.68M +$109K +1,260 +3%
FAAS
374
First Allied Advisory Services
California
$3.64M +$455K +5,281 +14%
IA
375
IFP Advisors
Florida
$3.62M -$2.32M -26,943 -39%