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Duke Energy

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
1176
Cynosure Group
Utah
$276K -$97.5K -1,018 -26%
TW
1177
Towerpoint Wealth
California
$275K
WFM
1178
Wolff Financial Management
Michigan
$275K +$275K +2,865 New
LRPA
1179
L. Roy Papp & Associates
Arizona
$274K
HC
1180
Hourglass Capital
Texas
$274K
FM
1181
Family Management
New York
$274K +$274K +2,861 New
HIC
1182
Harvey Investment Company
Kentucky
$272K
CCC
1183
Chelsea Counsel Company
California
$271K
CCM
1184
Coldstream Capital Management
Washington
$271K +$18.4K +192 +7%
DT
1185
Diversified Trust
Tennessee
$270K -$15.3K -160 -5%
BP
1186
Ballentine Partners
Massachusetts
$270K +$3.36K +35 +1%
AWM
1187
Avior Wealth Management
Nebraska
$268K +$110K +1,147 +69%
PFBT
1188
Parkside Financial Bank & Trust
Missouri
$267K -$15.9K -166 -6%
EHWM
1189
Eads & Heald Wealth Management
Georgia
$267K -$8.24K -86 -3%
CFG
1190
Cooper Financial Group
California
$266K -$31.2K -326 -10%
BRA
1191
Bender Robert & Associates
California
$266K
FMB
1192
Field & Main Bank
Kentucky
$266K +$14.4K +150 +6%
AL
1193
Aspiriant LLC
California
$265K -$59.6K -626 -18%
RMCM
1194
Reynders McVeigh Capital Management
Massachusetts
$265K
OPTFSNA
1195
Old Point Trust & Financial Services N A
Virginia
$263K
HWMG
1196
Hurlow Wealth Management Group
Indiana
$263K
PK
1197
Pflug Koory
Nebraska
$262K
BAM
1198
Brave Asset Management
New Jersey
$262K
IFAM
1199
Institutional & Family Asset Management
Colorado
$261K +$18.5K +193 +8%
B
1200
Brightworth
Georgia
$260K -$14.6K -152 -5%