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Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
1076
Integrated Wealth Concepts
Massachusetts
$241K +$6.7K +84 +3%
BIM
1077
Baldwin Investment Management
Pennsylvania
$241K +$241K +3,049 New
SC
1078
Saturna Capital
Washington
$240K
DA
1079
Doliver Advisors
Texas
$240K +$240K +3,032 New
TCOO
1080
Trust Company of Oklahoma
Oklahoma
$239K
WCM
1081
Windsor Capital Management
Arizona
$239K -$1.5K -19 -0.6%
HC
1082
Hourglass Capital
Texas
$239K
SWP
1083
Strategic Wealth Partners
Ohio
$238K -$794K -10,051 -77%
CCM
1084
Cribstone Capital Management
Maine
$237K -$21.1K -266 -8%
AA
1085
Apriem Advisors
California
$237K
IDBONY
1086
Israel Discount Bank of New York
New York
$237K +$7.58K +96 +3%
AAP
1087
Arax Advisory Partners
Colorado
$235K +$1.74K +22 +0.7%
RIM
1088
Redwood Investment Management
Arizona
$235K +$235K +2,971 New
H
1089
HoyleCohen
California
$235K +$235K +2,972 New
VCM
1090
Versant Capital Management
Arizona
$234K -$11.3K -144 -5%
LRPA
1091
L. Roy Papp & Associates
Arizona
$234K
BMC
1092
Beaton Management Company
Massachusetts
$234K +$23.1K +292 +11%
JIP
1093
Jaffetilchin Investment Partners
Florida
$233K -$110K -1,395 -32%
CWS
1094
Cypress Wealth Services
California
$232K -$124K -1,566 -35%
RMCM
1095
Reynders McVeigh Capital Management
Massachusetts
$232K +$26.1K +330 +13%
HCM
1096
Hengehold Capital Management
Ohio
$232K +$232K +2,928 New
VFP
1097
Verus Financial Partners
Virginia
$231K -$142K -1,796 -38%
ACM
1098
AlphaStar Capital Management
North Carolina
$231K +$231K +2,927 New
EWM
1099
Endurance Wealth Management
Rhode Island
$230K -$39.6K -500 -15%
KWM
1100
Kingsview Wealth Management
Oregon
$230K -$1.34K -17 -0.6%