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Duke Energy

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1176
Catamount Wealth Management
Connecticut
$91K
GTAM
1177
Global Trust Asset Management
Florida
$90K
NPP
1178
New Potomac Partners
Maryland
$84K
SPL
1179
Smart Portfolios LLC
Washington
$83K
GAM
1180
Gemmer Asset Management
California
$81K +$2.48K +31 +3%
CWA
1181
Clarus Wealth Advisors
Arizona
$78K +$1.43K +18 +2%
ECM
1182
Exchange Capital Management
Michigan
$77K +$77K +966 New
LWS
1183
Lucia Wealth Services
California
$76K +$18.6K +232 +32%
ECM
1184
EII Capital Management
New York
$75K
AP
1185
Arlington Partners
Alabama
$71K +$71K +893 New
BWM
1186
BerganKDV Wealth Management
Minnesota
$70K +$27.3K +342 +64%
FMTCOCP
1187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K
CWM
1188
Cranbrook Wealth Management
Michigan
$67K
SIS
1189
Sound Income Strategies
Florida
$64K
MPIA
1190
Mountain Pacific Investment Advisers
Idaho
$61K +$61K +757 New
WC
1191
Whitnell & Co
Illinois
$60K -$70.7K -882 -54%
SWMG
1192
Signature Wealth Management Group
Georgia
$60K
WIM
1193
Westside Investment Management
California
$59.5K -$7.4K -93 -11%
AF
1194
Advisornet Financial
Minnesota
$59K -$80.2K -998 -58%
KC
1195
KHP Capital
Oklahoma
$56K
CLOS
1196
Compagnie Lombard Odier SCmA
Switzerland
$56K
AWM
1197
Aevitas Wealth Management
Massachusetts
$56K +$16K +200 +40%
SBL
1198
Sargent Bickham Lagudis
Colorado
$55K +$321 +4 +0.6%
PWAG
1199
Polaris Wealth Advisory Group
California
$55K +$52.3K +652 +1,918%
SIAS
1200
Shine Investment Advisory Services
Colorado
$54K