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Duke Energy

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
926
Wilkins Investment Counsel
Massachusetts
$552K
SIA
927
Strategic Investment Advisors
Michigan
$552K +$82.5K +861 +18%
GVAG
928
Great Valley Advisor Group
Delaware
$551K +$190K +1,982 +53%
BSW
929
Buckingham Strategic Wealth
Missouri
$547K -$125K -1,302 -19%
Loomis, Sayles & Company
930
Loomis, Sayles & Company
Massachusetts
$545K +$545K +5,685 New
SFSG
931
Stearns Financial Services Group
North Carolina
$544K +$8.25K +86 +2%
RT
932
Rockland Trust
Massachusetts
$544K +$28.8K +302 +6%
PP
933
Paloma Partners
Connecticut
$542K +$542K +5,658 New
BCP
934
Berkeley Capital Partners
Georgia
$541K -$7.86K -82 -1%
VWA
935
V Wealth Advisors
Kansas
$537K +$19.9K +208 +4%
BIG
936
Boothe Investment Group
Delaware
$534K +$4.7K +49 +0.9%
DWA
937
Douglass Winthrop Advisors
New York
$532K -$7.38K -77 -1%
GCA
938
Gideon Capital Advisors
New York
$532K +$532K +5,552 New
FCB
939
First Command Bank
Texas
$528K +$75.6K +788 +17%
FCFS
940
First Command Financial Services
Texas
$528K +$75.6K +788 +17%
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$526K -$53.4K -556 -9%
HWA
942
Heritage Wealth Advisors
Virginia
$522K +$12.2K +128 +2%
PCIA
943
Prime Capital Investment Advisors
Kansas
$512K -$9.96K -104 -2%
ACM
944
AlphaStar Capital Management
North Carolina
$510K -$22.1K -230 -4%
Dodge & Cox
945
Dodge & Cox
California
$509K -$12K -125 -2%
MCM
946
MAI Capital Management
Ohio
$505K -$30.2K -315 -6%
Luther King Capital Management (LKCM)
947
Luther King Capital Management (LKCM)
Texas
$504K -$31.9K -333 -6%
RC
948
RegentAtlantic Capital
New Jersey
$503K +$12.4K +129 +3%
LNB
949
Ledyard National Bank
$502K +$167K +1,741 +50%
FTC
950
Farmers Trust Company
Ohio
$500K +$32.2K +336 +7%