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Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
951
WhitTier Trust Company
Nevada
$352K -$10.3K -130 -3%
RWA
952
River Wealth Advisors
Pennsylvania
$351K -$31K -392 -8%
B
953
Bailard
California
$350K
BFC
954
Bedel Financial Consulting
Indiana
$350K
KSA
955
Ken Stern & Associates
California
$350K +$24.6K +311 +8%
BCA
956
Bray Capital Advisors
Florida
$349K +$158 +2 +0%
OWD
957
Osborn Williams & Donohoe
Ohio
$348K +$19K +240 +6%
SEC
958
Seven Eight Capital
New York
$348K +$79.1K +1,000 +29%
VAM
959
Verity Asset Management
North Carolina
$346K +$346K +4,378 New
RCM
960
Radnor Capital Management
Pennsylvania
$344K
MIH
961
Madison Investment Holdings
Wisconsin
$344K +$632 +8 +0.2%
BWA
962
BDO Wealth Advisors
Florida
$341K +$133K +1,680 +64%
PIA
963
Pinion Investment Advisors
Kansas
$339K -$54.5K -690 -14%
CBU
964
CIBC Bank USA
Illinois
$338K -$26K -328 -7%
FIM
965
Frontier Investment Management
Texas
$338K
SAM
966
SignalPoint Asset Management
Missouri
$337K -$47.1K -596 -12%
YIA
967
YHB Investment Advisors
Connecticut
$337K +$158 +2 +0%
GCMG
968
Gyroscope Capital Management Group
Florida
$336K -$21.4K -271 -6%
ACG
969
Allen Capital Group
Nebraska
$335K -$20.3K -256 -6%
EDRH
970
Edmond de Rothschild Holding
Switzerland
$335K +$30.9K +391 +10%
EIP
971
Epoch Investment Partners
New York
$334K -$30.6K -386,793 -8%
BIM
972
Bridges Investment Management
Nebraska
$331K +$13.8K +175 +4%
MWM
973
Marietta Wealth Management
Georgia
$330K +$31.2K +394 +10%
AR
974
Advisory Research
Illinois
$327K -$91.7K -1,158 -22%
WP
975
WealthShield Partners
North Carolina
$327K -$871 -11 -0.3%