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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
PIP
1151
Peachtree Investment Partners
Florida
$228K +$228K +2,645 New
RWP
1152
RWA Wealth Partners
Massachusetts
$226K -$34.2K -397 -13%
PWLP
1153
Prio Wealth Limited Partnership
Massachusetts
$226K -$602 -7 -0.3%
KWMG
1154
King Wealth Management Group
Florida
$226K
GVAG
1155
Great Valley Advisor Group
Delaware
$226K +$226K +2,617 New
PIM
1156
Penobscot Investment Management
Massachusetts
$225K -$51.9K -600 -19%
SHCM
1157
Stokes & Hubbell Capital Management
Louisiana
$225K -$41.6K -482 -16%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$225K +$15.5K +180 +7%
CCC
1159
Chelsea Counsel Company
California
$223K -$51.8K -600 -19%
ERIM
1160
Eagle Ridge Investment Management
Connecticut
$221K -$13.7K -159 -6%
MFW
1161
Mosaic Family Wealth
Missouri
$220K -$51.9K -600 -19%
EIM
1162
Essex Investment Management
Massachusetts
$220K -$5.44K -63 -2%
PAS
1163
Partnervest Advisory Services
California
$218K +$218K +2,523 New
FEM
1164
Fulcrum Equity Management
Texas
$218K +$218K +2,529 New
RMDI
1165
R.M. Davis Inc
Maine
$217K -$28.7K -333 -12%
BFEC
1166
Benjamin F. Edwards & Company
Missouri
$217K +$6.98K +81 +3%
VAM
1167
Visionary Asset Management
Texas
$217K +$217K +2,520 New
SJL
1168
Shayne & Jacobs LLC
Tennessee
$216K
JCM
1169
Jacobi Capital Management
Pennsylvania
$215K +$1.3K +15 +0.6%
NFG
1170
Nations Financial Group
Iowa
$214K +$214K +2,478 New
PV
1171
Private Vista
Illinois
$213K +$213K +2,460 New
CM
1172
Cornerstone Management
Georgia
$212K +$212K +2,458 New
HR
1173
Howe & Rusling
New York
$211K -$4.4K -51 -2%
BWI
1174
Beacon Wealthcare Inc
North Carolina
$210K -$367K -4,249 -64%
CAM
1175
Cubic Asset Management
Massachusetts
$210K +$210K +2,434 New