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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BRM
801
Boston Research & Management
Massachusetts
$678K
AWCI
802
Alpine Woods Capital Investors
New York
$677K -$329K -3,811 -33%
FG
803
Fiduciary Group
Georgia
$673K -$14.8K -171 -2%
FHA
804
Flagship Harbor Advisors
Massachusetts
$669K -$678K -7,863 -50%
MCM
805
MAI Capital Management
Ohio
$669K +$94.2K +1,092 +16%
1832 Asset Management
806
1832 Asset Management
Ontario, Canada
$669K +$669K +9,024 New
LIA
807
LBMC Investment Advisors
Tennessee
$667K +$37.3K +433 +6%
NFG
808
Next Financial Group
Texas
$666K -$250K -2,897 -27%
WF
809
WoodTrust Financial
Wisconsin
$662K -$2.51M -29,111 -79%
OPA
810
Old Port Advisors
Maine
$662K +$662K +7,728 New
TSW
811
Thompson Siegel & Walmsley
Virginia
$660K
LNWWM
812
Laird Norton Wetherby Wealth Management
California
$658K +$16.6K +192 +3%
BIAS
813
Beacon Investment Advisory Services
New Jersey
$655K +$15.5K +179 +2%
CCA
814
Checchi Capital Advisers
California
$654K -$71.3K -826 -10%
CCM
815
Compton Capital Management
Rhode Island
$654K -$17.3K -200 -3%
FWM
816
Frontier Wealth Management
Missouri
$654K +$17.4K +202 +3%
CBTWT
817
Community Bank & Trust (Waco, Texas)
Texas
$652K +$13K +150 +2%
HI
818
Hudock Inc
Pennsylvania
$651K -$30.7K -356 -4%
WPC
819
Waters Parkerson & Co
Louisiana
$644K -$78.3K -908 -11%
HL
820
HeadInvest LLC
Maine
$644K +$322K +3,730 +100%
MHS
821
M Holdings Securities
Oregon
$642K -$195K -2,260 -23%
RWA
822
Ropes Wealth Advisors
Massachusetts
$634K +$34.5K +400 +6%
LOAME
823
Lombard Odier Asset Management (Europe)
United Kingdom
$631K
DIM
824
DC Investments Management
Virginia
$628K +$58.4K +676 +10%
SWM
825
Segment Wealth Management
Texas
$625K -$67.7K -785 -10%