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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 %
MCM
826
MAI Capital Management
Ohio
$553K +$60K +759 +12%
EWF
827
Epstein & White Financial
California
$551K +$5.2K +64 +1%
B
828
Bellecapital
Switzerland
$543K +$1.5K +19 +0.3%
CGA
829
Crescent Grove Advisors
Illinois
$543K +$79K +1,000 +17%
FFBTD
830
First Financial Bank - Trust Division
Ohio
$542K -$80.2K -1,014 -13%
TFS
831
TrustCore Financial Services
Tennessee
$539K -$1.98K -25 -0.4%
FWM
832
Frontier Wealth Management
Missouri
$538K -$54.5K -689 -9%
BSW
833
Buckingham Strategic Wealth
Missouri
$538K +$44.9K +568 +9%
CS
834
Comerica Securities
Michigan
$537K +$46.3K +585 +9%
JSL
835
JT Stratford LLC
Georgia
$537K +$48.2K +610 +10%
PA
836
Parallel Advisors
California
$536K +$80.8K +1,024 +18%
FMW
837
Farr Miller & Washington
District of Columbia
$534K
DIM
838
DC Investments Management
Virginia
$529K -$412K -5,215 -44%
GP
839
Girard Partners
Pennsylvania
$528K -$243K -3,075 -32%
CB
840
CNB Bank
Pennsylvania
$528K +$14.7K +186 +3%
CF
841
Centaurus Financial
California
$528K +$347K +4,391 +192%
AFG
842
Albion Financial Group
Utah
$527K
AIM
843
Aspen Investment Management
Michigan
$524K -$9.89K -125 -2%
LFA
844
Legacy Financial Advisors
Kentucky
$524K +$16.4K +203 +3%
RWA
845
Ropes Wealth Advisors
Massachusetts
$523K +$203K +2,568 +63%
FIM
846
Freedom Investment Management
Connecticut
$520K -$480K -6,074 -48%
FWP
847
FAS Wealth Partners
Kansas
$520K +$15.3K +194 +3%
BC
848
Burney Company
Virginia
$520K +$65.9K +833 +15%
GT
849
Greenleaf Trust
Michigan
$516K +$9.73K +123 +2%
SM
850
Sciencast Management
New Jersey
$515K +$515K +6,342 New