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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 %
HFA
1101
High Falls Advisors
New York
$218K -$36.7K -474 -14%
CFA
1102
Capstone Financial Advisors
Illinois
$217K -$101K -1,302 -32%
CIC
1103
Cornercap Investment Counsel
Georgia
$216K -$2.84M -36,679 -93%
TAM
1104
Tiverton Asset Management
Delaware
$216K -$132K -1,696 -38%
LIC
1105
Lodestar Investment Counsel
Illinois
$216K
WPP
1106
Whalerock Point Partners
Rhode Island
$216K
BFIM
1107
Beese Fulmer Investment Management
Ohio
$215K -$1.78K -23 -0.8%
MYIA
1108
Mount Yale Investment Advisors
Colorado
$215K +$215K +2,773 New
PC
1109
Port Capital
Illinois
$214K +$214K +2,763 New
WSCM
1110
Wellington Shields Capital Management
New York
$213K -$1.01M -13,062 -83%
PGIM
1111
Pacific Global Investment Management
California
$213K +$213K +2,754 New
MCM
1112
Mengis Capital Management
Oregon
$211K -$11.6K -150 -5%
ERIM
1113
Eagle Ridge Investment Management
Connecticut
$211K
FMP
1114
Financial Management Professionals
Texas
$211K +$7.75K +100 +4%
GJIC
1115
Gamble Jones Investment Counsel
California
$210K -$38.8K -500 -16%
OPTFSNA
1116
Old Point Trust & Financial Services N A
Virginia
$209K
WFMPM
1117
Woodley Farra Manion Portfolio Management
Indiana
$208K
BMC
1118
Beaton Management Company
Massachusetts
$207K -$10.2K -132 -5%
GEA
1119
Glen Eagle Advisors
New Jersey
$207K
AHC
1120
Adell Harriman & Carpenter
Texas
$207K +$7.75K +100 +4%
MIM
1121
Montgomery Investment Management
Maryland
$204K
BWA
1122
BDO Wealth Advisors
Florida
$204K
KWMG
1123
King Wealth Management Group
Florida
$204K +$204K +2,627 New
JWBC
1124
J.W. Burns & Co
New York
$203K
PWLP
1125
Prio Wealth Limited Partnership
Massachusetts
$202K -$3.1K -40 -2%