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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 %
ADL
851
Asset Dedication LLC
California
$464K
WAM
852
Wealthspire Advisors (Maryland)
Maryland
$461K -$9.45K -118 -2%
SFSG
853
Stearns Financial Services Group
North Carolina
$461K +$33.8K +422 +8%
FIM
854
Freedom Investment Management
Connecticut
$460K -$75.2K -924 -14%
BFC
855
Blue Fin Capital
Rhode Island
$460K -$15.4K -193 -3%
Fisher Asset Management
856
Fisher Asset Management
Washington
$460K +$103K +1,294 +29%
BOTW
857
Bank of the West
California
$458K +$59.8K +747 +15%
ODCM
858
Old Dominion Capital Management
Virginia
$457K +$457K +5,706 New
AA
859
Ancora Advisors
Ohio
$456K -$6.8K -85 -1%
PMFA
860
Plante Moran Financial Advisors
Michigan
$456K +$29.9K +373 +7%
ADBIC
861
A.D. Beadell Investment Counsel
Wisconsin
$455K -$12.6K -157 -3%
AFP
862
Ausdal Financial Partners
Iowa
$450K +$7.21K +90 +2%
PP
863
Paloma Partners
Connecticut
$447K -$2.21M -27,561 -83%
AWA
864
Arete Wealth Advisors
Illinois
$444K +$71.7K +895 +19%
FTC
865
Farmers Trust Company
Ohio
$441K
BCM
866
Boltwood Capital Management
California
$439K -$16K -200 -4%
AssetMark Inc
867
AssetMark Inc
California
$437K -$22.6K -282 -5%
IP
868
Isthmus Partners
Wisconsin
$436K -$5.28K -66 -1%
FHC
869
First Heartland Consultants
Missouri
$433K -$235K -2,930 -35%
BIG
870
Boothe Investment Group
Delaware
$430K +$4.48K +56 +1%
SBWM
871
Sunflower Bank Wealth Management
Arizona
$428K
DP
872
Dearborn Partners
Illinois
$428K +$128K +1,605 +43%
BC
873
Burney Company
Virginia
$427K -$98.8K -1,235 -19%
PCIA
874
Prime Capital Investment Advisors
Kansas
$427K -$12.1K -151 -3%
ALIONA
875
Allianz Life Insurance of North America
Minnesota
$423K +$26.6K +332 +7%