DUK icon

Duke Energy

1,441 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 613 increasing their positions, 510 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-18
Holders Change %
-1.23%
% of All Funds
31.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
86
Increased
613
Reduced
510
Closed
82
Calls
$356M
Puts
$262M
Net Calls
+$94.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
1051
Dynamic Advisor Solutions
Arizona
$342K +$342K +3,872 New
CT
1052
Cambridge Trust
Massachusetts
$340K -$47.2K -536 -12%
BIM
1053
Baldwin Investment Management
Pennsylvania
$340K +$70.6K +799 +26%
KCM
1054
Kanawha Capital Management
Virginia
$339K -$57.6K -652 -15%
OC
1055
Oarsman Capital
Wisconsin
$337K +$8.82K +100 +3%
YIA
1056
YHB Investment Advisors
Connecticut
$335K -$9.54K -108 -3%
MIC
1057
Means Investment Company
Maine
$335K +$1.25K +14 +0.4%
P
1058
&Partners
Tennessee
$333K +$1.5K +17 +0.5%
ABC
1059
Associated Banc-Corp
Wisconsin
$333K +$42.1K +477 +14%
GVAG
1060
Great Valley Advisor Group
Delaware
$332K +$101K +1,144 +44%
M
1061
MOTCO
Texas
$331K +$23.1K +261 +7%
WA1
1062
Wimmer Associates 1
California
$330K
HA
1063
Halsey Associates
Connecticut
$330K
HL
1064
HeadInvest LLC
Maine
$329K
CGL
1065
Clarius Group LLC
Washington
$328K -$39K -442 -11%
DAC
1066
Dividend Assets Capital
South Carolina
$328K -$4.41K -50 -1%
MSWMA
1067
Market Street Wealth Management Advisors
Indiana
$326K
MMG
1068
Monetary Management Group
Missouri
$325K
CCM
1069
Crabel Capital Management
California
$324K +$93.6K +1,061 +41%
MIM
1070
Moseley Investment Management
Florida
$323K +$52.3K +592 +19%
MCWS
1071
McKinley Carter Wealth Services
West Virginia
$321K +$16.8K +190 +6%
CA
1072
Claro Advisors
Massachusetts
$320K -$17K -193 -5%
RIM
1073
Redwood Investment Management
Arizona
$320K +$51.1K +578 +19%
MC
1074
Mathes Company
New York
$318K
CC
1075
Cadinha & Co
Hawaii
$318K +$51.4K +583 +19%