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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 %
SIA
976
Strategic Investment Advisors
Michigan
$358K +$358K +4,150 New
BCA
977
Bray Capital Advisors
Florida
$357K -$24K -278 -6%
AWM
978
Alterna Wealth Management
Texas
$353K +$353K +4,226 New
TBA
979
Tower Bridge Advisors
Pennsylvania
$351K
ARMT
980
Amica Retiree Medical Trust
Rhode Island
$351K
SIC
981
Sigma Investment Counselors
Michigan
$350K -$1.36M -15,726 -79%
CA
982
Crewe Advisors
Utah
$349K
HWA
983
Heritage Wealth Advisors
Virginia
$346K
RMAM
984
Raab & Moskowitz Asset Management
New Jersey
$346K
1IA
985
1834 Investment Advisors
Wisconsin
$345K -$19.1K -222 -5%
MCM
986
McMillion Capital Management
North Carolina
$345K
MAM
987
Morse Asset Management
Connecticut
$345K
HKIM
988
Hayek Kallen Investment Management
Alabama
$345K +$1.64K +19 +0.5%
BP
989
Ballentine Partners
Massachusetts
$345K +$345K +3,997 New
EFSCE
990
Enterprise Financial Services Corp (EFSC)
Missouri
$344K -$6.22K -72 -2%
SAM
991
SignalPoint Asset Management
Missouri
$342K -$11.5K -133 -3%
HA
992
Halsey Associates
Connecticut
$340K +$30.1K +348 +10%
CG
993
CFO4Life Group
Texas
$339K +$23.9K +277 +8%
WCM
994
Weatherstone Capital Management
Colorado
$339K +$339K +4,234 New
RWA
995
River Wealth Advisors
Pennsylvania
$338K -$17K -197 -5%
B
996
Brightworth
Georgia
$337K -$62.6K -725 -16%
CT
997
Coastline Trust
Rhode Island
$337K
IAMOG
998
Investors Asset Management of Georgia
Georgia
$336K +$4.32K +50 +1%
VCM
999
Virtue Capital Management
Tennessee
$335K -$442K -5,114 -57%
CFD
1000
Creative Financial Designs
Indiana
$335K +$15.8K +183 +5%