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Duke Energy

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
726
Grove Bank & Trust
Florida
$980K +$14.2K +158 +1%
IRF
727
IBM Retirement Fund
New York
$978K +$6.93K +77 +0.7%
CAC
728
Certified Advisory Corp
Florida
$973K -$22.1K -246 -2%
SNT
729
Security National Trust
West Virginia
$973K -$12.7K -141 -1%
VCM
730
Violich Capital Management
California
$971K
BAM
731
Belpointe Asset Management
Nevada
$971K +$645K +7,163 +198%
FT
732
Fiduciary Trust
Massachusetts
$965K -$180 -2 -0%
NB
733
Northwest Bancshares
Pennsylvania
$964K +$9.81K +109 +1%
KWM
734
Kingsview Wealth Management
Oregon
$956K +$116K +1,294 +14%
AF
735
Aldebaran Financial
$955K -$13.2K -147 -1%
FFC
736
First Financial Corp
Indiana
$952K -$98.3K -1,093 -9%
RM
737
Resource Management
Louisiana
$950K -$9.45K -105 -1%
CAM
738
Carret Asset Management
New York
$950K
1SB
739
1ST Source Bank
Indiana
$944K +$90.7K +1,008 +11%
PL
740
Perpetual Ltd
Australia
$936K
EGA
741
E&G Advisors
Texas
$930K -$132K -1,463 -12%
UBV
742
United Bank (Virginia)
Virginia
$930K +$360K +3,998 +63%
PPSG
743
Princeton Portfolio Strategies Group
New Jersey
$922K
LWAC
744
Laurel Wealth Advisors (California)
California
$922K +$7.2K +80 +0.8%
ANRIA
745
American National Registered Investment Advisor
Texas
$918K -$17.5K -195 -2%
AAS
746
Avantax Advisory Services
Texas
$918K +$58.2K +647 +7%
Fiera Capital (Canada)
747
Fiera Capital (Canada)
Quebec, Canada
$910K +$75K +833 +9%
KC
748
Kingfisher Capital
North Carolina
$909K +$99.6K +1,107 +12%
HB
749
Homrich & Berg
Georgia
$905K +$76.6K +851 +9%
SFG
750
Summit Financial Group
West Virginia
$902K