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Duke Energy

1,441 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 613 increasing their positions, 510 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-18
Holders Change %
-1.23%
% of All Funds
31.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
86
Increased
613
Reduced
510
Closed
82
Calls
$356M
Puts
$262M
Net Calls
+$94.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
926
Wealthspire Advisors (Maryland)
Maryland
$493K -$97.6K -1,107 -17%
SFSG
927
Stearns Financial Services Group
North Carolina
$493K +$16.2K +184 +3%
Luther King Capital Management (LKCM)
928
Luther King Capital Management (LKCM)
Texas
$493K +$141K +1,596 +40%
MCM
929
MAI Capital Management
Ohio
$492K +$42.9K +487 +10%
BOPW
930
Brandywine Oak Private Wealth
Pennsylvania
$490K -$529 -6 -0.1%
BAM
931
Belpointe Asset Management
Nevada
$489K -$464K -5,250 -49%
ACM
932
AlphaStar Capital Management
North Carolina
$489K +$123K +1,397 +34%
BIG
933
Boothe Investment Group
Delaware
$487K +$4.58K +52 +1%
PCIA
934
Prime Capital Investment Advisors
Kansas
$481K -$8.47K -96 -2%
Dodge & Cox
935
Dodge & Cox
California
$479K -$118K -1,333 -20%
DWT
936
Dorsey & Whitney Trust
South Dakota
$479K +$67.9K +771 +17%
FAM
937
Formidable Asset Management
Ohio
$479K +$479K +5,507 New
RT
938
Rockland Trust
Massachusetts
$478K -$14.7K -166 -3%
VWA
939
V Wealth Advisors
Kansas
$477K +$48.9K +553 +11%
MTCM
940
Mint Tower Capital Management
Netherlands
$477K +$477K +5,409 New
HWA
941
Heritage Wealth Advisors
Virginia
$470K +$57.3K +649 +14%
BFM
942
Boston Financial Management
Massachusetts
$467K -$41.3K -467 -8%
LCM
943
LVM Capital Management
Michigan
$465K -$8.83K -100 -2%
CAG
944
Csenge Advisory Group
Florida
$465K +$706 +8 +0.2%
QCIG
945
Quad-Cities Investment Group
Iowa
$461K +$354 +4 +0.1%
B
946
Bailard
California
$459K
WDA
947
Wendell David Associates
New Hampshire
$457K
BFC
948
Blue Fin Capital
Rhode Island
$456K -$2.56K -29 -0.6%
BUB
949
BBVA USA Bancshares
Texas
$455K -$67.7K -768 -13%
MFP
950
Meridian Financial Partners
Virginia
$455K +$18.7K +208 +4%