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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 %
NC
576
NewSquare Capital
Pennsylvania
$1.48M +$27.5K +319 +2%
WI
577
WrapManager Inc
California
$1.47M -$2.24K -26 -0.2%
IWA
578
Intercontinental Wealth Advisors
Texas
$1.46M -$149K -1,722 -9%
BHC
579
Bowen Hanes & Co
Florida
$1.46M +$518K +6,000 +55%
GBBWRPM
580
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.45M -$7.68K -89 -0.5%
BMA
581
Brooks Moore & Associates
Tennessee
$1.45M +$1.45M +16,754 New
BFS
582
Bradley Foster & Sargent
Connecticut
$1.44M -$67.2K -778 -4%
AAIM
583
American Assets Investment Management
California
$1.44M
FDS
584
First Dallas Securities
Texas
$1.42M -$105K -1,219 -7%
SVWA
585
Sound View Wealth Advisors
Georgia
$1.42M +$1.42M +16,468 New
FNFDCM
586
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.42M -$1.73K -20 -0.1%
SBIA
587
Sheaff Brock Investment Advisors
Indiana
$1.42M +$5.61K +65 +0.4%
OWA
588
Outlook Wealth Advisors
Texas
$1.41M +$1.41M +1,634 New
AWM
589
Altavista Wealth Management
North Carolina
$1.41M +$431 +5 +0%
NWP
590
Northstar Wealth Partners
Connecticut
$1.4M +$4.32K +50 +0.3%
TPA
591
Trivium Point Advisory
Connecticut
$1.4M +$1.4M +16,231 New
MFG
592
Merit Financial Group
Georgia
$1.4M -$74.1K -859 -5%
SXL
593
Summit X LLC
Missouri
$1.38M +$196K +2,295 +17%
NAM
594
NTV Asset Management
West Virginia
$1.38M -$13.1K -152 -0.9%
PAS
595
Park Avenue Securities
New York
$1.38M +$307K +3,624 +29%
TAM
596
Tiverton Asset Management
Delaware
$1.37M +$8.63K +100 +0.6%
CFGS
597
Concourse Financial Group Securities
Alabama
$1.36M +$1.01M +11,711 +293%
SMC
598
Smith, Moore & Co
Missouri
$1.35M +$115K +1,332 +9%
SIC
599
Shoker Investment Counsel
Ohio
$1.34M +$652K +7,556 +95%
MWM
600
MinichMacGregor Wealth Management
New York
$1.34M +$1.28M +15,287 +2,423%