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Duke Energy

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
1076
TFG Advisers
Michigan
$321K +$2.33K +26 +0.7%
PIA
1077
Pinion Investment Advisors
Kansas
$321K +$2.7K +30 +0.8%
MWM
1078
Meridian Wealth Management
Kentucky
$320K -$55K -610 -15%
HIM
1079
Hotaling Investment Management
Pennsylvania
$319K -$20K -222 -6%
MA
1080
MCF Advisors
Kentucky
$317K -$20.6K -229 -6%
KFGK
1081
Keystone Financial Group (Kentucky)
Kentucky
$317K +$28.5K +317 +10%
SWM
1082
SVA Wealth Management
Wisconsin
$316K -$71K -788 -18%
BDF
1083
Balasa Dinverno & Foltz
$316K +$25.6K +285 +9%
PG
1084
Patten Group
Tennessee
$315K +$35.4K +393 +13%
M
1085
MOTCO
Texas
$314K
BTW
1086
Boston Trust Walden
Massachusetts
$314K
WPP
1087
Whalerock Point Partners
Rhode Island
$314K +$314K +3,493 New
RA
1088
RFG Advisory
Alabama
$313K +$98.9K +1,096 +46%
TSS
1089
Two Sigma Securities
New York
$312K -$274K -3,043 -47%
FFA
1090
First Foundation Advisors
California
$312K -$9.01K -100 -3%
BIA
1091
Bigelow Investment Advisors
Maine
$311K -$123K -1,364 -28%
BAM
1092
Brave Asset Management
New Jersey
$311K
MCWS
1093
McKinley Carter Wealth Services
West Virginia
$310K +$720 +8 +0.2%
GWAG
1094
Garrett Wealth Advisory Group
Texas
$310K +$1.07K +12 +0.3%
AWA
1095
AmeriServ Wealth Advisors
Pennsylvania
$309K -$6.76K -75 -2%
QCM
1096
Quantinno Capital Management
New York
$308K -$410K -4,560 -57%
MCM
1097
Marathon Capital Management
Maryland
$308K
SW
1098
SlateStone Wealth
Florida
$308K +$308K +3,426 New
HCM
1099
Horrell Capital Management
Arkansas
$307K
JPMIA
1100
J.P. Marvel Investment Advisors
Massachusetts
$307K