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Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
701
Next Financial Group
Texas
$885K +$76.9K +973 +10%
PCM
702
Prelude Capital Management
New York
$885K +$117K +1,484 +15%
GG
703
Gofen & Glossberg
Illinois
$884K -$69.5K -879 -7%
CAM
704
Carret Asset Management
New York
$882K
TTWM
705
TCV Trust & Wealth Management
Virginia
$876K -$246K -3,109 -22%
CAC
706
Certified Advisory Corp
Florida
$874K +$6.72K +85 +0.8%
FT
707
Fiduciary Trust
Massachusetts
$873K -$38.8K -490 -4%
AF
708
Aldebaran Financial
$871K +$237 +3 +0%
NB
709
Northwest Bancshares
Pennsylvania
$864K +$2.06K +26 +0.2%
GLA
710
Good Life Advisors
Pennsylvania
$861K -$100K -1,268 -10%
GCA
711
Gideon Capital Advisors
New York
$857K +$533K +6,735 +164%
MRCM
712
M&R Capital Management
New Jersey
$855K
VCM
713
Violich Capital Management
California
$853K
CBN
714
Cadence Bank NA
Texas
$851K +$2.61K +33 +0.3%
MA
715
Montag & Associates
Georgia
$848K -$40.1K -507 -5%
HAG
716
HighPoint Advisor Group
Illinois
$841K -$654 -8 -0.1%
SFM
717
Signet Financial Management
New Jersey
$841K +$53K +670 +7%
RM
718
Resource Management
Louisiana
$837K +$27.9K +353 +3%
DAM
719
Doheny Asset Management
California
$836K -$26.3K -333 -3%
WIC
720
Whitegate Investment Counselors
New Hampshire
$828K
SC
721
Savant Capital
Illinois
$827K -$791 -10 -0.1%
PL
722
Perpetual Ltd
Australia
$824K -$111K -1,400 -12%
SFG
723
Summit Financial Group
West Virginia
$823K -$294K -3,712 -26%
SRC
724
Shufro Rose & Co
New York
$822K
EGA
725
E&G Advisors
Texas
$822K +$379K +4,800 +86%