DUK icon

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 %
CAG
951
Csenge Advisory Group
Florida
$473K -$77.5K -862 -14%
IWC
952
Integrated Wealth Concepts
Massachusetts
$472K +$73.5K +816 +18%
MSA
953
Marino Stram & Associates
Massachusetts
$471K +$102K +1,130 +28%
BFC
954
Blue Fin Capital
Rhode Island
$468K -$19.8K -220 -4%
B
955
Bailard
California
$468K -$7.92K -88 -2%
QCIG
956
Quad-Cities Investment Group
Iowa
$468K +$360 +4 +0.1%
WDA
957
Wendell David Associates
New Hampshire
$466K
AssetMark Inc
958
AssetMark Inc
California
$464K -$21.4K -237 -4%
NB
959
NBT Bank
New York
$463K
AIC
960
Archer Investment Corporation
Indiana
$463K +$89.9K +1,000 +24%
GAM
961
GQ Asset Management
New York
$463K +$463K +5,146 New
MCM
962
MAI Capital Management
Ohio
$458K -$239K -2,660 -34%
CB
963
Cadence Bank
Mississippi
$455K -$32.4K -360 -7%
WCAMG
964
Woodard & Company Asset Management Group
North Carolina
$453K
CFS
965
Cannon Financial Strategists
Georgia
$451K +$451K +5,011 New
ACM
966
Alethea Capital Management
Washington
$450K
ADL
967
Asset Dedication LLC
California
$449K -$47.7K -530 -10%
IB
968
Intrust Bank
Kansas
$445K +$55.5K +617 +14%
RG
969
Rikoon Group
New Mexico
$444K -$16K -178 -3%
SB
970
Strategic Blueprint
Georgia
$444K +$65.5K +727 +17%
MA
971
MONECO Advisors
Connecticut
$442K +$442K +4,906 New
PAA
972
Peregrine Asset Advisers
Oregon
$441K
BEAM
973
Baker Ellis Asset Management
Washington
$435K
VWA
974
V Wealth Advisors
Kansas
$435K +$62.2K +692 +17%
MFP
975
Meridian Financial Partners
Virginia
$433K +$137K +1,540 +46%