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Duke Energy
DUK

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
1126
Ferguson Wellman Capital Management
Oregon
$285K – – –
CCT
1127
Country Club Trust
Missouri
$285K +$901 +10 +0.3%
JIC
1128
Joel Isaacson & Co
New York
$285K +$14.9K +166 +6%
HCM
1129
Hengehold Capital Management
Ohio
$285K +$19.3K +215 +7%
MIC
1130
Meridian Investment Counsel
California
$283K – – –
H
1131
HoyleCohen
California
$283K +$90 +1 +0%
MYIA
1132
Mount Yale Investment Advisors
Colorado
$281K -$5.49K -61 -2%
PC
1133
Port Capital
Illinois
$280K +$810 +9 +0.3%
CWS
1134
Cypress Wealth Services
California
$280K +$6.49K +72 +2%
IDBONY
1135
Israel Discount Bank of New York
New York
$280K +$23.6K +262 +9%
BWA
1136
BDO Wealth Advisors
Florida
$279K -$151K -1,680 -35%
CAM
1137
Costello Asset Management
Pennsylvania
$279K -$17.4K -194 -6%
BA
1138
Bennicas & Associates
California
$279K – – –
PCAP
1139
Pratt Collard Advisory Partners
New York
$276K – – –
MIM
1140
Moseley Investment Management
Florida
$276K +$276K +3,067 New
WKWM
1141
Walter & Keenan Wealth Management
Indiana
$275K – – –
BIM
1142
Baldwin Investment Management
Pennsylvania
$274K +$8.99K +100 +3%
RIM
1143
Redwood Investment Management
Arizona
$274K +$274K +3,044 New
W
1144
WealthOne
New York
$273K -$2.23M -2,762 -89%
HIC
1145
Harvey Investment Company
Kentucky
$273K -$18K -200 -6%
TCOO
1146
Trust Company of Oklahoma
Oklahoma
$273K – – –
CC
1147
Cadinha & Co
Hawaii
$272K -$45K -500 -14%
JWBC
1148
J.W. Burns & Co
New York
$272K – – –
EHWM
1149
Eads & Heald Wealth Management
Georgia
$272K +$4.5K +50 +2%
FMWA
1150
Forvis Mazars Wealth Advisors
Missouri
$271K -$31.1K -345 -10%
44 45
46
47 48