DUK icon

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 %
Lido Advisors
726
Lido Advisors
California
$760K +$51K +637 +7%
WA
727
WBH Advisory
Maryland
$749K -$7.36K -92 -1%
1SB
728
1ST Source Bank
Indiana
$747K -$720 -9 -0.1%
KC
729
Kingfisher Capital
North Carolina
$745K -$64.1K -801 -8%
Rockefeller Capital Management
730
Rockefeller Capital Management
New York
$744K
Fiera Capital (Canada)
731
Fiera Capital (Canada)
Quebec, Canada
$742K -$38.9K -487 -5%
BAM
732
Belpointe Asset Management
Nevada
$740K +$535K +6,682 +261%
BFC
733
Bedel Financial Consulting
Indiana
$737K +$379K +4,683 +106%
ACS
734
Archford Capital Strategies
Illinois
$734K -$73K -912 -9%
CC
735
Chicago Capital
Illinois
$726K -$37.6K -470 -5%
CT
736
Chicago Trust
Illinois
$726K -$5.6K -70 -0.8%
NEPWA
737
New England Private Wealth Advisors
Massachusetts
$724K -$35.8K -449 -5%
PAM
738
Premier Asset Management
Illinois
$724K +$56K +700 +8%
VCM
739
Virtue Capital Management
Tennessee
$720K +$314K +3,920 +77%
HB
740
Homrich & Berg
Georgia
$719K -$62.4K -780 -8%
IBOK
741
Independence Bank of Kentucky
Kentucky
$717K -$187K -2,335 -21%
CQS
742
Credential Qtrade Securities
$713K +$713K +8,909 New
MSS
743
Mitchell Sinkler & Starr
Pennsylvania
$711K
FFS
744
Founders Financial Securities
Maryland
$709K -$12.2K -152 -2%
FIM
745
Fruth Investment Management
Texas
$708K -$2.64K -33 -0.4%
SSB
746
Sandy Spring Bank
Maryland
$707K -$29.3K -366 -4%
SC
747
Schulhoff & Co
Ohio
$707K +$39.2K +490 +6%
GC
748
Grimes & Company
Massachusetts
$707K +$41.1K +513 +6%
LFA
749
Legacy Financial Advisors
Kentucky
$705K +$185K +2,310 +36%
AB
750
Atlas Brown
Kentucky
$698K -$72.6K -908 -9%