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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 %
SIS
1226
Sound Income Strategies
Florida
$63K -$17.4K -221 -22%
MSE
1227
MUFG Securities EMEA
United Kingdom
$62K +$62K +785 New
MCM
1228
Mainstay Capital Management
Michigan
$61K -$23.1K -290 -27%
VC
1229
Vestor Capital
Illinois
$61K
AC
1230
Avestar Capital
New York
$60K -$4.16K -56 -6%
FMT
1231
First Mercantile Trust
Tennessee
$58K +$58K +730 New
SWMG
1232
Signature Wealth Management Group
Georgia
$57K -$3.43K -43 -6%
LWS
1233
Lucia Wealth Services
California
$57K +$27.4K +344 +92%
CLOS
1234
Compagnie Lombard Odier SCmA
Switzerland
$55K
KC
1235
KHP Capital
Oklahoma
$55K
SBL
1236
Sargent Bickham Lagudis
Colorado
$54K -$14.7K -186 -21%
SIAS
1237
Shine Investment Advisory Services
Colorado
$53K
MWM
1238
Mascoma Wealth Management
New Hampshire
$52K
EWM
1239
Edge Wealth Management
New York
$52K +$235 +3 +0.5%
MWM
1240
MinichMacGregor Wealth Management
New York
$50K
CI
1241
CX Institutional
Indiana
$50K +$50K +638 New
ML
1242
McAdam LLC
Pennsylvania
$48K
PO
1243
Private Ocean
California
$47K
CIA
1244
Cascade Investment Advisors
Oregon
$46.3K
AF
1245
Allworth Financial
California
$46K
MIP
1246
Mondrian Investment Partners
United Kingdom
$45K -$44.7K -569 -50%
APSP
1247
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$560 +7 +1%
EAM
1248
Exane Asset Management
France
$44.5K +$44.5K +563 New
BWM
1249
BerganKDV Wealth Management
Minnesota
$42K +$42K +535 New
SA
1250
SRH Advisors
Kansas
$40K