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Duke Energy

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
826
Optimum Investment Advisors
Illinois
$715K +$360 +4 +0.1%
CSIC
827
Clifford Swan Investment Counsel
California
$714K -$15.6K -173 -2%
SWM
828
Segment Wealth Management
Texas
$713K +$60.2K +669 +9%
WPC
829
Waters Parkerson & Co
Louisiana
$709K +$36.7K +407 +5%
BRM
830
Boston Research & Management
Massachusetts
$707K
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$707K +$349K +3,875 +97%
CBTWT
832
Community Bank & Trust (Waco, Texas)
Texas
$706K +$26.1K +290 +4%
APA
833
American Portfolios Advisors
New York
$706K +$67.9K +754 +11%
FQ
834
First Quadrant
California
$702K +$369K +4,100 +111%
LC
835
LCNB Corp
Ohio
$699K -$25.4K -282 -4%
OPA
836
Old Port Advisors
Maine
$696K
RIA
837
Realta Investment Advisors
Delaware
$696K +$696K +7,716 New
CT
838
Clearstead Trust
Maine
$695K +$158K +1,759 +30%
NC
839
Noked Capital
Israel
$693K +$693K +7,700 New
NI
840
Noked Israel
Israel
$693K +$693K +7,700 New
SWM
841
SeaCrest Wealth Management
New York
$686K -$30.6K -340 -4%
SCI
842
Stableford Capital II
Arizona
$685K -$24.2K -269 -3%
HI
843
Hudock Inc
Pennsylvania
$682K +$2.25K +25 +0.3%
CCM
844
Compton Capital Management
Rhode Island
$680K -$2.25K -25 -0.3%
FG
845
Fiduciary Group
Georgia
$679K -$22.5K -250 -3%
IBOK
846
Independence Bank of Kentucky
Kentucky
$678K -$115K -1,275 -14%
BBL
847
Beck Bode LLC
Massachusetts
$677K -$177K -1,966 -21%
LNWWM
848
Laird Norton Wetherby Wealth Management
California
$676K -$10.6K -118 -2%
TNBTD
849
Trustmark National Bank Trust Department
Mississippi
$676K +$55.8K +620 +9%
B
850
Bellecapital
Switzerland
$676K +$56.7K +631 +9%