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Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1201
Baystate Wealth Management
Massachusetts
$100K +$1.21K +15 +1%
PGWM
1202
Parisi Gray Wealth Management
New Jersey
$98K
RE
1203
RBC Europe
United Kingdom
$97K
ATC
1204
Adirondack Trust Company
New York
$95K
TL
1205
TrueWealth LLC
Georgia
$93K
CWM
1206
Catamount Wealth Management
Connecticut
$92K +$14.9K +183 +19%
GTAM
1207
Global Trust Asset Management
Florida
$89K
TFA
1208
Toth Financial Advisory
Virginia
$87K
RFA
1209
Reilly Financial Advisors
California
$84K -$24.3K -306 -22%
NPP
1210
New Potomac Partners
Maryland
$83K
SMFS
1211
Squar Milner Financial Services
California
$83K +$83K +1,053 New
SPL
1212
Smart Portfolios LLC
Washington
$82K
Carson Wealth (CWM LLC)
1213
Carson Wealth (CWM LLC)
Nebraska
$80K +$5.52K +70 +7%
CA
1214
Centerpoint Advisors
Massachusetts
$79K +$472 +6 +0.6%
LWCFA
1215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K -$5.13K -65 -6%
SIM
1216
Sonora Investment Management
Arizona
$77K
GAM
1217
Gemmer Asset Management
California
$77K
AIM
1218
Advantage Investment Management
Iowa
$76K -$67.6K -858 -47%
CWA
1219
Clarus Wealth Advisors
Arizona
$75K +$75K +963 New
GFP
1220
Gryphon Financial Partners
Ohio
$73K -$2.22K -28 -3%
ECM
1221
EII Capital Management
New York
$71K +$7.11K +90 +11%
Acadian Asset Management
1222
Acadian Asset Management
Massachusetts
$69K -$323K -4,090 -82%
WIM
1223
Westside Investment Management
California
$67.1K
FMTCOCP
1224
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K
CWM
1225
Cranbrook Wealth Management
Michigan
$66K