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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 %
CFD
1176
Creative Financial Designs
Indiana
$113K -$136K -1,753 -55%
AIS
1177
AlphaOne Investment Services
Pennsylvania
$113K +$113K +1,465 New
CIP
1178
Convergence Investment Partners
Florida
$107K +$107K +1,376 New
RFA
1179
Reilly Financial Advisors
California
$106K -$72.5K -931 -41%
AA
1180
AlphaMark Advisors
Kentucky
$105K -$21.2K -274 -17%
AP
1181
Atwood & Palmer
Missouri
$104K +$84.6K +1,096 +435%
NCM
1182
Nelson Capital Management
California
$103K
WAP
1183
Wealthcare Advisory Partners
Pennsylvania
$99K -$33.5K -430 -25%
PCTC
1184
Perkins Coie Trust Company
Washington
$99K
BWM
1185
Baystate Wealth Management
Massachusetts
$96K
ATC
1186
Adirondack Trust Company
New York
$96K +$11.2K +140 +13%
RE
1187
RBC Europe
United Kingdom
$95K
PGWM
1188
Parisi Gray Wealth Management
New Jersey
$92K
JAM
1189
Jolley Asset Management
North Carolina
$92K +$616 +8 +0.7%
MIP
1190
Mondrian Investment Partners
United Kingdom
$92K +$57.4K +713 +166%
TL
1191
TrueWealth LLC
Georgia
$91K -$2.63K -34 -3%
HS
1192
Horan Securities
United States
$89K
GTAM
1193
Global Trust Asset Management
Florida
$87K -$18.9K -243 -18%
TFA
1194
Toth Financial Advisory
Virginia
$85K
LWCFA
1195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K -$148K -1,902 -65%
MCM
1196
Mainstay Capital Management
Michigan
$81K -$77 -1 -0.1%
NPP
1197
New Potomac Partners
Maryland
$81K
OFS
1198
Orrstown Financial Services
Pennsylvania
$81K
SPL
1199
Smart Portfolios LLC
Washington
$80K +$80K +1,035 New
SIS
1200
Sound Income Strategies
Florida
$79K +$70.6K +913 +838%