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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 %
CA
1201
Centerpoint Advisors
Massachusetts
$77K +$12K +155 +18%
GAM
1202
Gemmer Asset Management
California
$76K
ACM
1203
Armbruster Capital Management
New York
$76K
SIM
1204
Sonora Investment Management
Arizona
$75.6K +$1.94K +25 +3%
GFP
1205
Gryphon Financial Partners
Ohio
$74K +$4.14K +53 +6%
CWM
1206
Catamount Wealth Management
Connecticut
$74K +$19.5K +250 +36%
Carson Wealth (CWM LLC)
1207
Carson Wealth (CWM LLC)
Nebraska
$73K -$31.2K -404 -30%
SC
1208
Sawyer & Company
Massachusetts
$71K +$71K +920 New
SBL
1209
Sargent Bickham Lagudis
Colorado
$67K -$5.41K -70 -7%
FMTCOCP
1210
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65.4K
CWM
1211
Cranbrook Wealth Management
Michigan
$65K
WIM
1212
Westside Investment Management
California
$64.8K
FGC
1213
Financial Gravity Companies
Texas
$63K +$34.8K +436 +123%
FGAM
1214
Financial Gravity Asset Management
Texas
$63K +$63K +790 New
ECM
1215
EII Capital Management
New York
$63K +$63K +809 New
AC
1216
Avestar Capital
New York
$62K -$3.74K -52 -6%
VC
1217
Vestor Capital
Illinois
$60K +$312 +4 +0.5%
SWMG
1218
Signature Wealth Management Group
Georgia
$59K
AF
1219
Advisornet Financial
Minnesota
$57K +$156 +2 +0.3%
FCMT
1220
Founders Capital Management (Texas)
Texas
$55K
CLOS
1221
Compagnie Lombard Odier SCmA
Switzerland
$54K -$42.2K -546 -44%
KC
1222
KHP Capital
Oklahoma
$54K +$54K +700 New
KA
1223
Kaizen Advisory
Illinois
$53K
SIAS
1224
Shine Investment Advisory Services
Colorado
$52K
CPA
1225
Clear Perspective Advisors
Illinois
$52K +$5.87K +75 +13%