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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 %
FPS
1251
Fieldpoint Private Securities
Connecticut
$32K -$19.5K -250 -38%
HT
1252
Heritage Trust
Oklahoma
$32K
BDWM
1253
Brewin Dolphin Wealth Management
Ireland
$31K
TWA
1254
TCI Wealth Advisors
Arizona
$30K -$31.3K -400 -51%
AS
1255
Altshuler Shaham
Israel
$30K +$13.3K +172 +79%
PCP
1256
Proficio Capital Partners
Massachusetts
$29K +$2.36K +30 +9%
LWS
1257
Lucia Wealth Services
California
$29K +$29K +372 New
BWA
1258
Burt Wealth Advisors
Maryland
$28K -$2.53K -33 -8%
AI
1259
ArchPoint Investors
Florida
$28K
PCFFS
1260
Pacific Center for Financial Services
California
$27K -$13.5K -174 -33%
TIM
1261
Tortoise Investment Management
New York
$27K
ME
1262
McIlrath & Eck
Washington
$26K
HSA
1263
Hussman Strategic Advisors
Maryland
$26K
GSC
1264
G&S Capital
Colorado
$26K
PCA
1265
Peddock Capital Advisors
Massachusetts
$26K
TFO
1266
Tarbox Family Office
California
$24K +$1.62K +21 +7%
SLF
1267
Sun Life Financial
Ontario, Canada
$23.9K -$218K -16,929 -90%
GWS
1268
Glassman Wealth Services
Virginia
$23K -$3.2K -41 -12%
HCM
1269
Highlander Capital Management
New Jersey
$23K
PCM
1270
Poehling Capital Management
Wisconsin
$23K
WC
1271
Whitney & Co
New York
$23K +$23K +301 New
LYV
1272
Live Your Vision
Pennsylvania
$22K
POIA
1273
Pin Oak Investment Advisors
Texas
$22K +$76 +1 +0.3%
Financial Engines Advisors
1274
Financial Engines Advisors
California
$22K +$1.42K +18 +7%
WAS
1275
Winch Advisory Services
Wisconsin
$21K -$16.3K -212 -44%