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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 %
MSS
876
Mitchell Sinkler & Starr
Pennsylvania
$625K -$153K -1,701 -20%
DOA
877
D'Orazio & Associates
Virginia
$625K +$95.2K +1,058 +18%
CIA
878
ClearBridge Investments (Australia)
Australia
$621K -$4.78M -53,056 -88%
TFS
879
TrustCore Financial Services
Tennessee
$616K
OWA
880
Outlook Wealth Advisors
Texas
$616K +$469K +5,206 +319%
Dodge & Cox
881
Dodge & Cox
California
$609K
PFC
882
Phocas Financial Corp
California
$609K
WAM
883
Wealthspire Advisors (Maryland)
Maryland
$603K +$82.4K +915 +16%
NSB
884
Norway Savings Bank
Maine
$602K +$5.4K +60 +0.9%
TC
885
Trilogy Capital
California
$602K +$602K +6,685 New
ACI
886
Alpha Cubed Investments
California
$601K +$102K +1,136 +21%
FTC
887
Farmers Trust Company
Ohio
$599K +$124K +1,375 +26%
AIM
888
Aspen Investment Management
Michigan
$596K
KIA
889
KCM Investment Advisors
California
$595K +$15.6K +173 +3%
FWP
890
FAS Wealth Partners
Kansas
$594K -$11.5K -128 -2%
BB
891
Busey Bank
Illinois
$589K -$11.7K -130 -2%
SCA
892
Stokes Capital Advisors
South Carolina
$585K
WP
893
WealthShield Partners
North Carolina
$576K
Tudor Investment Corp
894
Tudor Investment Corp
Connecticut
$573K +$573K +6,370 New
PPP
895
Private Portfolio Partners
New Jersey
$572K +$182K +2,017 +47%
FFBTD
896
First Financial Bank - Trust Division
Ohio
$570K +$9.36K +104 +2%
1WA
897
180 Wealth Advisors
Washington
$570K +$570K +6,390 New
WG
898
Welch Group
Alabama
$569K +$15.6K +173 +3%
FMW
899
Farr Miller & Washington
District of Columbia
$568K
TF
900
TLWM Financial
Texas
$568K +$568K +6,341 New