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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 %
CP
776
Camelot Portfolios
Ohio
$669K -$61K -772 -8%
GAMC
777
Garner Asset Management Corp
Texas
$668K +$9.73K +123 +1%
CSIC
778
Clifford Swan Investment Counsel
California
$667K +$158 +2 +0%
BRWA
779
B. Riley Wealth Advisors
Florida
$661K -$45K -569 -6%
CONA
780
Capital One National Association
New York
$661K -$5.61K -71 -0.8%
SC
781
Schulhoff & Co
Ohio
$660K -$41.1K -520 -6%
PAM
782
Premier Asset Management
Illinois
$660K -$35.6K -450 -5%
SC
783
Scotia Capital
Ontario, Canada
$660K
HSA
784
HBK Sorce Advisory
Pennsylvania
$659K -$13K -165 -2%
FHC
785
First Heartland Consultants
Missouri
$659K -$712 -9 -0.1%
SWM
786
Segment Wealth Management
Texas
$659K -$158 -2 -0%
GC
787
Grimes & Company
Massachusetts
$658K +$10.2K +129 +2%
BIAS
788
Beacon Investment Advisory Services
New Jersey
$656K -$5.46K -69 -0.8%
DWM
789
Doyle Wealth Management
Florida
$647K -$42.5K -537 -6%
LA
790
LVW Advisors
New York
$646K -$17.2K -217 -3%
LWAC
791
Laurel Wealth Advisors (California)
California
$645K +$1.98K +25 +0.3%
FG
792
Fiduciary Group
Georgia
$637K -$73.6K -931 -10%
SACTSONJ
793
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$633K
BI
794
Ballast Inc
Kentucky
$630K +$25.3K +320 +4%
SRSA
795
S.R. Schill & Associates
Washington
$629K
HI
796
Hudock Inc
Pennsylvania
$626K -$38.1K -483 -6%
PG
797
Pendal Group
Australia
$624K +$349K +4,416 +127%
CCM
798
Compton Capital Management
Rhode Island
$623K +$79.1K +1,000 +15%
OPA
799
Old Port Advisors
Maine
$623K +$623K +7,877 New
BRM
800
Boston Research & Management
Massachusetts
$621K -$43.3K -548 -7%