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Duke Energy

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
1001
Middleton & Co
Massachusetts
$293K +$9.69K +125 +3%
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$292K -$64.6K -833 -18%
CWM
1003
Cornerstone Wealth Management
Missouri
$292K +$59.8K +779 +26%
MCM
1004
Marathon Capital Management
Maryland
$290K -$36.1K -466 -11%
HL
1005
HeadInvest LLC
Maine
$289K -$16K -207 -5%
EGA
1006
Eagle Global Advisors
Texas
$289K
KFC
1007
Klingenstein Fields & Co
New York
$288K -$10.3K -133 -3%
CAG
1008
Crestwood Advisors Group
Massachusetts
$288K -$3.25K -42 -1%
DJSG
1009
D.J. St. Germain
Massachusetts
$287K -$66.4K -859 -19%
CCA
1010
Cobblestone Capital Advisors
New York
$287K -$39.1K -505 -12%
BA
1011
Bristol Advisors
Pennsylvania
$287K
FQ
1012
First Quadrant
California
$287K
AWCI
1013
Alpine Woods Capital Investors
New York
$283K
AB
1014
AT Bancorp
Iowa
$282K -$698 -9 -0.2%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$281K +$8.43K +109 +3%
PG
1016
Patten Group
Tennessee
$279K -$698 -9 -0.2%
KPCM
1017
Kings Point Capital Management
New York
$278K +$22.5K +291 +9%
MCWS
1018
McKinley Carter Wealth Services
West Virginia
$278K +$39.5K +511 +17%
GRP
1019
Global Retirement Partners
California
$277K +$18.8K +242 +7%
ACA
1020
Anchor Capital Advisors
Massachusetts
$275K -$134K -1,731 -33%
CC
1021
Cadinha & Co
Hawaii
$273K -$390K -5,030 -59%
HFA
1022
HC Financial Advisors
California
$273K +$273K +3,523 New
PG
1023
Pendal Group
Australia
$270K -$17K -219 -6%
AFP
1024
Ausdal Financial Partners
Iowa
$268K -$27K -348 -9%
TC
1025
Telemus Capital
Michigan
$268K +$7.73K +100 +3%