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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 %
PG
1076
Patten Group
Tennessee
$317K +$8.21K +93 +3%
CA
1077
Calton & Associates
Florida
$317K +$110K +1,250 +54%
RMDI
1078
R.M. Davis Inc
Maine
$316K +$91.2K +1,032 +41%
MCM
1079
Marathon Capital Management
Maryland
$315K +$13.2K +150 +4%
DWM
1080
Destination Wealth Management
California
$314K -$55.3K -627 -15%
ET
1081
Equitable Trust
Tennessee
$313K -$29.4K -333 -9%
WP
1082
WealthSource Partners
California
$312K +$312K +3,532 New
MA
1083
MCF Advisors
Kentucky
$311K
LNB
1084
Ledyard National Bank
$308K -$4.65M -52,738 -94%
WPP
1085
Whalerock Point Partners
Rhode Island
$308K
BTW
1086
Boston Trust Walden
Massachusetts
$308K
MYIA
1087
Mount Yale Investment Advisors
Colorado
$306K +$29.1K +328 +11%
HIM
1088
Hotaling Investment Management
Pennsylvania
$305K -$7.95K -90 -3%
TA
1089
TFG Advisers
Michigan
$303K -$12K -136 -4%
BIA
1090
Bigelow Investment Advisors
Maine
$303K -$2.21K -25 -0.7%
AWA
1091
AmeriServ Wealth Advisors
Pennsylvania
$303K
BDF
1092
Balasa Dinverno & Foltz
$302K -$7.85K -89 -3%
GWAG
1093
Garrett Wealth Advisory Group
Texas
$302K -$4.06K -46 -1%
AL
1094
Aspiriant LLC
California
$301K -$111K -1,258 -27%
SWM
1095
SVA Wealth Management
Wisconsin
$301K -$8.84K -100 -3%
HCM
1096
Horrell Capital Management
Arkansas
$301K
DK
1097
Darrell & King
Virginia
$300K
CWS
1098
Cypress Wealth Services
California
$300K +$25.7K +291 +9%
SBSB
1099
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K +$59.9K +680 +25%
KFGK
1100
Keystone Financial Group (Kentucky)
Kentucky
$299K -$12.4K -140 -4%