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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 %
SCA
826
Stokes Capital Advisors
South Carolina
$520K
FFBTD
827
First Financial Bank - Trust Division
Ohio
$515K -$32.9K -411 -6%
MWAC
828
Mariner Wealth Advisors (Cincinnati)
Ohio
$513K +$9.52K +119 +2%
OWD
829
Osborn Williams & Donohoe
Ohio
$512K +$160K +2,000 +45%
GP
830
Girard Partners
Pennsylvania
$511K -$22.4K -280 -4%
BCP
831
Berkeley Capital Partners
Georgia
$508K +$31.1K +389 +7%
UBV
832
United Bank (Virginia)
Virginia
$507K
SWM
833
Stockman Wealth Management
Montana
$507K +$41.8K +522 +9%
KIA
834
KCM Investment Advisors
California
$502K -$10.7K -133 -2%
PA
835
Parallel Advisors
California
$500K -$43.7K -546 -8%
CS
836
Comerica Securities
Michigan
$499K -$44K -550 -8%
WSC
837
Wellington Shields & Co
New York
$498K +$1.12K +14 +0.2%
DWA
838
Douglass Winthrop Advisors
New York
$491K -$882K -11,027 -64%
GT
839
Greenleaf Trust
Michigan
$490K -$31.6K -395 -6%
CIM
840
CIM Investment Management
Pennsylvania
$487K -$320 -4 -0.1%
KS
841
Karpas Strategies
Connecticut
$486K
NSB
842
Norway Savings Bank
Maine
$475K +$45.5K +568 +11%
NSIM
843
North Star Investment Management
Illinois
$474K +$10.4K +130 +2%
SFA
844
Sequoia Financial Advisors
Ohio
$472K -$92.8K -1,161 -16%
CGA
845
Crescent Grove Advisors
Illinois
$470K -$80.1K -1,000 -15%
WIC
846
Wilkins Investment Counsel
Massachusetts
$469K
AUB
847
Atlantic Union Bankshares
Virginia
$468K -$42.3K -529 -8%
FBC
848
Fairfield, Bush & Co
Connecticut
$467K
DOA
849
D'Orazio & Associates
Virginia
$467K +$12.7K +158 +3%
APP
850
Avantax Planning Partners
Iowa
$464K -$16K -200 -3%