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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 %
RWP
1226
RWA Wealth Partners
Massachusetts
$52K +$52K +670 New
MWM
1227
Mascoma Wealth Management
New Hampshire
$51K -$28.5K -365 -36%
PFGIA
1228
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$77 +1 +0.2%
EWM
1229
Edge Wealth Management
New York
$51K +$51K +660 New
MWM
1230
MinichMacGregor Wealth Management
New York
$49K -$77 -1 -0.2%
ML
1231
McAdam LLC
Pennsylvania
$47K +$47K +606 New
OIA
1232
OneDigital Investment Advisors
Kansas
$46K -$25.9K -333 -36%
PO
1233
Private Ocean
California
$46K +$41.5K +541 +917%
CIA
1234
Cascade Investment Advisors
Oregon
$45.3K
HWP
1235
Hefty Wealth Partners
Indiana
$45K -$1.25K -16 -3%
AF
1236
Allworth Financial
California
$45K
PWAG
1237
Polaris Wealth Advisory Group
California
$44K +$44K +573 New
APSP
1238
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K +$464 +6 +1%
MIFH
1239
Migdal Insurance & Financial Holdings
Israel
$41K +$11K +141 +37%
TRCT
1240
Tower Research Capital (TRC)
New York
$39K -$203K -2,607 -84%
SA
1241
SRH Advisors
Kansas
$39K
LF
1242
Lee Financial
Texas
$37K +$12.9K +165 +53%
BA
1243
Ballew Advisors
Mississippi
$37K +$37K +474 New
RA
1244
Rational Advisors
New York
$37K +$37K +482 New
JGIA
1245
Jackson Grant Investment Advisers
Connecticut
$35K
BCI
1246
Brinker Capital Investments
Pennsylvania
$34K +$34K +443 New
LWM
1247
Lenox Wealth Management
Ohio
$33K
WB
1248
Webster Bank
Connecticut
$33K
FCAG
1249
First Capital Advisors Group
New Jersey
$33K +$33K +423 New
FC
1250
Ferris Capital
Massachusetts
$33K +$33K +432 New