DUK icon

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 %
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$24.7K -310 -32%
EWM
1202
Edge Wealth Management
New York
$53K +$239 +3 +0.5%
SMFS
1203
Squar Milner Financial Services
California
$52K -$32.2K -403 -38%
CA
1204
Centerpoint Advisors
Massachusetts
$52K -$27.8K -350 -35%
MWM
1205
Mascoma Wealth Management
New Hampshire
$52K
LF
1206
Lee Financial
Texas
$51K +$12.5K +158 +33%
FMT
1207
First Mercantile Trust
Tennessee
$50K -$8.87K -110 -15%
MWM
1208
MinichMacGregor Wealth Management
New York
$50K -$555 -7 -1%
AF
1209
Allworth Financial
California
$50K +$3.37K +42 +7%
ML
1210
McAdam LLC
Pennsylvania
$49K
PO
1211
Private Ocean
California
$48K
APSP
1212
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$589 +7 +1%
CIA
1213
Cascade Investment Advisors
Oregon
$46.8K
CI
1214
CX Institutional
Indiana
$46K -$4.78K -60 -9%
MIP
1215
Mondrian Investment Partners
United Kingdom
$46K
FWM
1216
Focused Wealth Management
New York
$43K -$182K -2,290 -81%
SA
1217
SRH Advisors
Kansas
$41K
PFGIA
1218
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$32.2K +401 +365%
VC
1219
Vestor Capital
Illinois
$40K -$21.1K -266 -35%
BC
1220
Barnett & Company
Tennessee
$40K +$29.8K +372 +293%
OIA
1221
OneDigital Investment Advisors
Kansas
$39K
BA
1222
Ballew Advisors
Mississippi
$39K
AC
1223
Avestar Capital
New York
$37K -$23.3K -312 -39%
KF
1224
Krilogy Financial
Missouri
$37K +$37K +468 New
JGIA
1225
Jackson Grant Investment Advisers
Connecticut
$36K