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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 %
JWM
1251
Janiczek Wealth Management
Colorado
$24K
LYV
1252
Live Your Vision
Pennsylvania
$23K
PCP
1253
Proficio Capital Partners
Massachusetts
$22K
SIA
1254
SeaBridge Investment Advisors
New Jersey
$21K
AWMS
1255
Advocacy Wealth Management Services
Georgia
$21K
TDC
1256
Thompson Davis & Co
Virginia
$20K
AIS
1257
Accurate Investment Solutions
Pennsylvania
$19K -$1.91K -24 -9%
LWA
1258
Lowe Wealth Advisors
Maryland
$19K
MCM
1259
Monument Capital Management
Virginia
$19K
BL
1260
Balentine LLC
Georgia
$18K
BBA
1261
Braun-Bostich & Associates
Pennsylvania
$18K +$7.74K +95 +75%
BCM
1262
Brasada Capital Management
Texas
$18K +$18K +225 New
TC
1263
Trust Company
Kansas
$17K
TC
1264
Trilogy Capital
California
$17K +$79 +1 +0.5%
WA
1265
WP Advisors
California
$16K +$234 +3 +1%
ME
1266
McIlrath & Eck
Washington
$15K -$13.1K -165 -47%
RWG
1267
Regal Wealth Group
California
$15K
WAS
1268
Winch Advisory Services
Wisconsin
$15K +$82 +1 +0.5%
PCFFS
1269
Pacific Center for Financial Services
California
$14K -$14K -174 -50%
GWA
1270
Guidant Wealth Advisors
Illinois
$14K
PAMG
1271
Patton Albertson Miller Group
Tennessee
$14K +$14K +166 New
SIAP
1272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$14K +181 New
BCI
1273
Brinker Capital Investments
Pennsylvania
$13K -$5.58K -70 -30%
JG
1274
Jefferies Group
New York
$12K -$429K -5,290 -97%
MIM
1275
Macroview Investment Management
Maryland
$12K