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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 %
BHWM
801
Bar Harbor Wealth Management
New Hampshire
$565K
SWM
802
SeaCrest Wealth Management
New York
$562K -$28.5K -356 -5%
BFM
803
Boothbay Fund Management
New York
$561K -$38.3K -478 -6%
RWA
804
Ropes Wealth Advisors
Massachusetts
$556K +$26.7K +334 +5%
MCM
805
Mitchell Capital Management
Kansas
$554K +$68K +849 +14%
Luther King Capital Management (LKCM)
806
Luther King Capital Management (LKCM)
Texas
$552K -$8.48K -106 -2%
B
807
Bellecapital
Switzerland
$551K +$1.52K +19 +0.3%
NCM
808
Novare Capital Management
North Carolina
$550K -$65.2K -819 -11%
FBT
809
First Bankers Trust
Kentucky
$548K -$40K -500 -7%
TFS
810
TrustCore Financial Services
Tennessee
$546K
FWP
811
FAS Wealth Partners
Kansas
$545K +$18.3K +229 +3%
TNBTD
812
Trustmark National Bank Trust Department
Mississippi
$542K -$54.6K -682 -9%
CB
813
CNB Bank
Pennsylvania
$542K +$8.87K +111 +2%
Dodge & Cox
814
Dodge & Cox
California
$541K -$30.6K -383 -5%
FMW
815
Farr Miller & Washington
District of Columbia
$540K
BWI
816
Beacon Wealthcare Inc
North Carolina
$534K +$534K +6,681 New
BB
817
Busey Bank
Illinois
$533K -$29.6K -370 -5%
MCM
818
MAI Capital Management
Ohio
$533K -$26.6K -332 -5%
AFG
819
Albion Financial Group
Utah
$533K
AIM
820
Aspen Investment Management
Michigan
$530K
KWM
821
Kingsview Wealth Management
Oregon
$530K +$297K +3,711 +127%
DIM
822
DC Investments Management
Virginia
$528K -$7.28K -91 -1%
APA
823
American Portfolios Advisors
New York
$527K +$22K +275 +4%
AL
824
Aspiriant LLC
California
$524K -$84.4K -1,051 -14%
BSW
825
Buckingham Strategic Wealth
Missouri
$520K -$24.9K -311 -5%