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Duke Energy

1,441 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 613 increasing their positions, 510 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-18
Holders Change %
-1.23%
% of All Funds
31.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
86
Increased
613
Reduced
510
Closed
82
Calls
$356M
Puts
$262M
Net Calls
+$94.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
1226
Forvis Mazars Wealth Advisors
Missouri
$214K -$51.4K -583 -19%
CCFCSB
1227
Cape Cod Five Cents Savings Bank
Massachusetts
$214K -$7.08K -80 -3%
BL
1228
BFSG LLC
California
$211K +$9.46K +107 +5%
BAM
1229
Berkshire Asset Management
Pennsylvania
$211K +$211K +2,386 New
MCM
1230
Manchester Capital Management
Vermont
$208K
FWM
1231
Foresight Wealth Management
Utah
$207K
GCA
1232
Greenwood Capital Associates
South Carolina
$207K
NPF
1233
Norris Perne & French
Michigan
$206K +$206K +2,332 New
SIG
1234
Sargent Investment Group
Maryland
$205K
HFA
1235
High Falls Advisors
New York
$204K
SWA
1236
Sutton Wealth Advisors
Florida
$204K +$882 +10 +0.4%
MFG
1237
Monte Financial Group
Connecticut
$203K -$3.18K -36 -2%
SCM
1238
Silvant Capital Management
Georgia
$203K
PWP
1239
Principle Wealth Partners
Connecticut
$203K +$203K +2,300 New
AC
1240
Abbrea Capital
California
$203K +$203K +2,306 New
SCM
1241
Stellar Capital Management
Arizona
$202K
PV
1242
Private Vista
Illinois
$202K +$3.81K +43 +2%
ERIM
1243
Eagle Ridge Investment Management
Connecticut
$201K -$25K -283 -11%
CSM
1244
CAMG Solamere Management
North Carolina
$200K -$89.7K -1,013 -31%
ST
1245
Smithfield Trust
Pennsylvania
$200K +$47.9K +543 +32%
AAP
1246
Arax Advisory Partners
Colorado
$187K +$187K +2,116 New
GLI
1247
Guardian Life Insurance
New York
$185K
TCM
1248
Tradewinds Capital Management
Washington
$184K +$88 +1 +0%
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$183K +$183K +2,083 New
SWP
1250
Strategic Wealth Partners
Ohio
$182K -$44.6K -507 -20%