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Duke Energy

1,441 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 613 increasing their positions, 510 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-18
Holders Change %
-1.23%
% of All Funds
31.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
86
Increased
613
Reduced
510
Closed
82
Calls
$356M
Puts
$262M
Net Calls
+$94.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
701
EP Wealth Advisors
California
$1.03M +$58.1K +658 +6%
SBWM
702
Sunflower Bank Wealth Management
Arizona
$1.03M -$51.6K -585 -5%
HB
703
Homrich & Berg
Georgia
$1.03M +$140K +1,592 +16%
CI
704
Conning Inc
Connecticut
$1.02M -$263K -2,976 -20%
HBT
705
Hills Bank & Trust
Iowa
$1.02M +$8.3K +94 +0.8%
WGA
706
Weather Gauge Advisory
Virginia
$1.02M +$11K +125 +1%
CAC
707
Certified Advisory Corp
Florida
$1.02M +$61.1K +692 +6%
DFA
708
Delta Financial Advisors
Louisiana
$1.01M +$1.01M +11,467 New
HAG
709
HighPoint Advisor Group
Illinois
$1M -$91.3K -1,037 -8%
IRF
710
IBM Retirement Fund
New York
$999K +$41K +465 +4%
CCM
711
Covington Capital Management
California
$992K -$4.41K -50 -0.4%
TTWM
712
TCV Trust & Wealth Management
Virginia
$988K -$353 -4 -0%
AIA
713
Arbor Investment Advisors
North Carolina
$978K -$7.24K -82 -0.7%
SNT
714
Security National Trust
West Virginia
$978K +$23.2K +263 +2%
NGA
715
Naples Global Advisors
Florida
$972K +$99.8K +1,130 +11%
GBT
716
Grove Bank & Trust
Florida
$966K +$5.39K +61 +0.6%
VCM
717
Violich Capital Management
California
$966K +$13.2K +150 +1%
CC
718
ClearArc Capital
Ohio
$959K -$115K -1,304 -11%
LNC
719
Lincoln National Corp
Pennsylvania
$956K +$107K +1,216 +13%
NB
720
Northwest Bancshares
Pennsylvania
$954K +$9.09K +103 +1%
PIA
721
Piedmont Investment Advisors
North Carolina
$950K -$86.2K -977 -8%
KMWM
722
Keudell/Morrison Wealth Management
Oregon
$948K -$32.1K -361 -3%
AAS
723
Avantax Advisory Services
Texas
$948K +$47.1K +533 +5%
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$948K +$63.3K +717 +7%
RIA
725
Realta Investment Advisors
Delaware
$944K +$265K +3,015 +39%