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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 %
KWM
776
Kingsview Wealth Management
Oregon
$810K -$128K -1,445 -14%
NEPWA
777
New England Private Wealth Advisors
Massachusetts
$808K +$1.94K +22 +0.2%
AB
778
Atlas Brown
Kentucky
$806K +$5.83K +66 +0.7%
CB
779
CNB Bank
Pennsylvania
$800K +$10.8K +122 +1%
HSA
780
HBK Sorce Advisory
Pennsylvania
$799K +$33.9K +384 +4%
S
781
SignatureFD
Georgia
$798K -$14.7K -167 -2%
WA
782
WBH Advisory
Maryland
$796K -$37.7K -427 -5%
BWM
783
Buckley Wealth Management
Nevada
$796K
BCM
784
BTR Capital Management
California
$796K +$47.6K +540 +6%
Fiera Capital (Canada)
785
Fiera Capital (Canada)
Quebec, Canada
$794K -$98.2K -1,113 -11%
APP
786
Avantax Planning Partners
Iowa
$791K -$12.2K -136 -2%
MCM
787
Mork Capital Management
California
$777K
AFG
788
Albion Financial Group
Utah
$764K
CC
789
Chicago Capital
Illinois
$763K
LFA
790
Legacy Financial Advisors
Kentucky
$762K -$177 -2 -0%
TCM
791
Teza Capital Management
Illinois
$759K +$759K +8,600 New
FIM
792
Fruth Investment Management
Texas
$758K -$5.82K -66 -0.8%
PP
793
Prudential plc
United Kingdom
$752K
SSB
794
Sandy Spring Bank
Maryland
$751K -$38.1K -432 -5%
B
795
Bellecapital
Switzerland
$746K +$82.5K +935 +12%
HA
796
Hamel Associates
New Jersey
$744K
CQS
797
Credential Qtrade Securities
$737K +$18.5K +210 +3%
BOTW
798
Bank of the West
California
$737K +$25.3K +287 +4%
TNBTD
799
Trustmark National Bank Trust Department
Mississippi
$732K +$68.9K +780 +10%
SRSA
800
S.R. Schill & Associates
Washington
$721K