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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 %
CCM
901
Cadence Capital Management
Massachusetts
$566K -$32.6K -362 -5%
FRA
902
Front Row Advisors
California
$564K
CS
903
Comerica Securities
Michigan
$564K +$42.9K +476 +8%
WSC
904
Wellington Shields & Co
New York
$563K +$1.08K +12 +0.2%
FBT
905
First Bankers Trust
Kentucky
$554K -$578K -6,426 -51%
AQA
906
Alpha Quant Advisors
Texas
$554K +$22.1K +246 +4%
W
907
Wealthquest
Ohio
$553K -$6.92K -77 -1%
AWA
908
Arete Wealth Advisors
Illinois
$553K +$60.8K +676 +12%
DWA
909
Douglass Winthrop Advisors
New York
$552K -$9K -100 -2%
APG
910
Abacus Planning Group
South Carolina
$552K +$72.9K +810 +15%
KS
911
Karpas Strategies
Connecticut
$546K
SACTSONJ
912
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$540K
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$538K -$18.1K -201 -3%
MIH
914
Madison Investment Holdings
Wisconsin
$536K
PMFA
915
Plante Moran Financial Advisors
Michigan
$536K +$14K +155 +3%
BCM
916
Boltwood Capital Management
California
$535K
BUB
917
BBVA USA Bancshares
Texas
$533K -$66.2K -736 -11%
ACA
918
Aptus Capital Advisors
Alabama
$532K +$532K +5,913 New
WIC
919
Wilkins Investment Counsel
Massachusetts
$527K
SWM
920
Stockman Wealth Management
Montana
$526K +$180 +2 +0%
FBC
921
Fairfield, Bush & Co
Connecticut
$525K
BSW
922
Buckingham Strategic Wealth
Missouri
$524K -$48.7K -541 -9%
Fisher Asset Management
923
Fisher Asset Management
Washington
$523K -$75K -834 -13%
NSIM
924
North Star Investment Management
Illinois
$521K
ESB
925
Essex Savings Bank
Connecticut
$518K -$46.4K -516 -8%