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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 %
DAC
1051
Dividend Assets Capital
South Carolina
$249K
AP
1052
Appleton Partners
Massachusetts
$248K -$14.2K -183 -5%
PIM
1053
Penobscot Investment Management
Massachusetts
$248K +$248K +3,203 New
CA
1054
Continuum Advisory
Idaho
$247K -$226K -2,916 -48%
AAC
1055
Asset Advisors Corp
Georgia
$247K -$40K -516 -14%
SCM
1056
Salem Capital Management
Massachusetts
$247K -$2.56K -33 -1%
CCC
1057
Chelsea Counsel Company
California
$246K -$7.73K -100 -3%
KTC
1058
Kistler-Tiffany Companies
Pennsylvania
$245K +$309 +4 +0.1%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$244K -$32.7K -421 -12%
MFW
1060
Mosaic Family Wealth
Missouri
$244K +$34.8K +449 +17%
CCP
1061
Corient Capital Partners
California
$242K -$38.5K -498 -14%
CCT
1062
Country Club Trust
Missouri
$242K +$774 +10 +0.3%
SHCM
1063
Stokes & Hubbell Capital Management
Louisiana
$242K +$2.17K +28 +0.9%
VCM
1064
Versant Capital Management
Arizona
$241K -$39.7K -513 -14%
WKWM
1065
Walter & Keenan Wealth Management
Indiana
$241K +$28.2K +500 +13%
BA
1066
Bennicas & Associates
California
$240K -$21.3K -275 -8%
FAIM
1067
Financial Advocates Investment Management
Washington
$240K +$43K +554 +22%
WCM
1068
Windsor Capital Management
Arizona
$236K -$93.6K -1,208 -28%
CIS
1069
Connors Investor Services
Pennsylvania
$236K
SC
1070
Saturna Capital
Washington
$235K
TCOO
1071
Trust Company of Oklahoma
Oklahoma
$235K +$12.8K +165 +6%
HC
1072
Hourglass Capital
Texas
$234K
PWP
1073
Private Wealth Partners
California
$234K +$24.7K +318 +12%
OSNBOA
1074
Old Second National Bank of Aurora
Illinois
$233K
AA
1075
Apriem Advisors
California
$232K -$32.6K -422 -12%