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Duke Energy

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
626
IFG Advisory
Georgia
$1.11M +$34K +439 +3%
PCA
627
Providence Capital Advisors
North Carolina
$1.11M +$78.1K +1,009 +8%
TMAM
628
Tokio Marine Asset Management
Japan
$1.11M -$76.8K -991 -6%
TTWM
629
TCV Trust & Wealth Management
Virginia
$1.1M -$11.1K -143 -1%
SFG
630
Summit Financial Group
West Virginia
$1.09M -$49.5K -639 -4%
ANRIA
631
American National Registered Investment Advisor
Texas
$1.09M -$26.3K -339 -2%
MHIC
632
Marble Harbor Investment Counsel
Massachusetts
$1.08M
FANJ
633
Financial Architects (New Jersey)
New Jersey
$1.08M -$57.7K -745 -5%
TC
634
Toews Corporation
New Jersey
$1.08M +$1.08M +13,900 New
EWM
635
Evermay Wealth Management
Virginia
$1.06M +$361K +4,655 +51%
BCP
636
Blackhawk Capital Partners
Wisconsin
$1.06M +$1.06M +13,630 +15,667%
VNIM
637
Vaughan Nelson Investment Management
Texas
$1.06M
ATC
638
Argent Trust Co
Tennessee
$1.06M -$76.4K -986 -7%
CIC
639
Carnegie Investment Counsel
Ohio
$1.06M +$156 +2 +0%
KTM
640
Keeler Thomas Management
Utah
$1.05M +$107K +1,385 +11%
ZCA
641
Zeke Capital Advisors
Pennsylvania
$1.05M -$137K -1,764 -11%
NIT
642
NumerixS Investment Technologies
British Columbia, Canada
$1.04M -$196K -2,527 -16%
ACP
643
Ashfield Capital Partners
California
$1.04M +$178K +2,303 +21%
BCFS
644
Butensky & Cohen Financial Security
Florida
$1.04M +$155K +2,000 +18%
Fiera Capital (Canada)
645
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$8.52K +110 +0.8%
WIA
646
Wealthstreet Investment Advisors
Texas
$1.03M +$32.2K +416 +3%
SWP
647
Strategic Wealth Partners
Ohio
$1.01M -$217K -2,799 -18%
BW
648
Bison Wealth
Georgia
$1.01M +$163K +2,108 +19%
HB
649
Homrich & Berg
Georgia
$1.01M +$12.9K +167 +1%
SSWM
650
Sheets Smith Wealth Management
North Carolina
$1M +$48.7K +628 +5%