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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
951
Crestwood Advisors Group
Massachusetts
$387K +$34.4K +399 +10%
FIB
952
First Interstate Bank
Montana
$384K -$62.5K -724 -14%
MSA
953
Marino Stram & Associates
Massachusetts
$384K -$35.1K -375 -8%
WTC
954
WhitTier Trust Company
Nevada
$384K
WA
955
Wambolt & Associates
Colorado
$383K +$383K +4,438 New
BFC
956
Bedel Financial Consulting
Indiana
$382K -$404K -4,683 -51%
IWC
957
Integrated Wealth Concepts
Massachusetts
$382K +$92.1K +1,067 +32%
CFN
958
Cordasco Financial Network
Florida
$381K
BHWM
959
Bay Harbor Wealth Management
Maryland
$379K +$379K +4,388 New
SFI
960
SPC Financial Inc
Maryland
$377K +$20.8K +241 +6%
DJSG
961
D.J. St. Germain
Massachusetts
$376K -$17.8K -206 -5%
CBU
962
CIBC Bank USA
Illinois
$375K +$5.1K +59 +1%
BOPW
963
Brandywine Oak Private Wealth
Pennsylvania
$375K +$375K +4,351 New
IB
964
Intrust Bank
Kansas
$374K -$173 -2 -0%
PPP
965
Private Portfolio Partners
New Jersey
$374K +$374K +4,337 New
SWM
966
SVA Wealth Management
Wisconsin
$371K -$25.6K -296 -6%
MSFP
967
Mark Sheptoff Financial Planning
Connecticut
$366K +$11.5K +133 +3%
NIM
968
NuWave Investment Management
New Jersey
$366K +$362K +4,184 +8,046%
SB
969
Strategic Blueprint
Georgia
$363K +$363K +4,204 New
ACG
970
Allen Capital Group
Nebraska
$362K
VWA
971
V Wealth Advisors
Kansas
$360K +$30.5K +352 +9%
MWM
972
Meridian Wealth Management
Kentucky
$359K -$1.38K -16 -0.4%
BIM
973
Bridges Investment Management
Nebraska
$359K
GRP
974
Global Retirement Partners
California
$358K +$3.02K +35 +0.9%
AIC
975
Archer Investment Corporation
Indiana
$358K +$358K +4,148 New