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Duke Energy

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
501
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.87M -$40.4K -505 -2%
HPC
502
Hobart Private Capital
North Carolina
$1.86M +$452K +5,643 +32%
V
503
Veritable
Delaware
$1.85M +$170K +2,121 +10%
ZB
504
Zions Bancorporation
Utah
$1.82M +$10.1K +126 +0.6%
SPC
505
Sigma Planning Corp
Michigan
$1.81M +$21.3K +266 +1%
FNT
506
First National Trust
Pennsylvania
$1.81M -$304K -3,795 -14%
AMI
507
Amica Mutual Insurance
Rhode Island
$1.81M
BWM
508
Buckley Wealth Management
Nevada
$1.8M -$1.2K -15 -0.1%
ASN
509
Advisory Services Network
Georgia
$1.79M +$13.4K +168 +0.8%
SCP
510
Silverleafe Capital Partners
Tennessee
$1.79M -$17.8K -223 -1%
CHC
511
City Holding Co
West Virginia
$1.79M +$9.76K +122 +0.5%
BBHC
512
Brown Brothers Harriman & Co
New York
$1.78M +$500K +6,250 +39%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$1.77M -$69.2K -864 -4%
WSFS
514
Wilmington Savings Fund Society
Delaware
$1.77M -$128K -1,601 -7%
EP
515
Edgestream Partners
New Jersey
$1.75M +$141K +1,756 +9%
DAS
516
Dynamic Advisor Solutions
Arizona
$1.75M -$36.7K -459 -2%
MA
517
Montag & Associates
Georgia
$1.75M +$887K +11,084 +103%
SLF
518
Sun Life Financial
Ontario, Canada
$1.74M -$88.7K -1,109 -5%
WSTAM
519
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M +$385K +4,814 +29%
CNBT
520
Canandaigua National Bank & Trust
New York
$1.73M +$269K +3,366 +18%
CWP
521
Capital Wealth Planning
Florida
$1.72M +$1.4M +17,470 +434%
CI
522
Cigna Investments
Connecticut
$1.71M -$128K -1,554 -7%
Wolverine Trading
523
Wolverine Trading
Illinois
$1.71M +$515K +6,432 +43%
SLG
524
Stanley-Laman Group
Pennsylvania
$1.7M -$171K -2,136 -9%
BAS
525
Brown Advisory Securities
Maryland
$1.67M -$14.6K -183 -0.9%