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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 %
AWMS
1276
Advocacy Wealth Management Services
Georgia
$21K
SIA
1277
SeaBridge Investment Advisors
New Jersey
$21K
AIS
1278
Accurate Investment Solutions
Pennsylvania
$20K -$9.62K -125 -32%
OSAM
1279
O'Shaughnessy Asset Management
Connecticut
$20K +$20K +256 New
RFWA
1280
RPg Family Wealth Advisory
Massachusetts
$19.4K +$19.4K +250 New
SHJ
1281
Sharkey, Howes & Javer
Colorado
$19K
TDC
1282
Thompson Davis & Co
Virginia
$19K
LWA
1283
Lowe Wealth Advisors
Maryland
$18K
AW
1284
Alpha Windward
Massachusetts
$18K
JFA
1285
JNBA Financial Advisors
Minnesota
$18K
MCM
1286
Monument Capital Management
Virginia
$18K
FEG
1287
Financial Enhancement Group
Indiana
$18K +$18K +238 New
TC
1288
Trust Company
Kansas
$17K
HFP
1289
Holistic Financial Partners
Indiana
$17K
JA
1290
JOYN Advisors
Georgia
$16K +$16K +204 New
RWG
1291
Regal Wealth Group
California
$15K
GWA
1292
Guidant Wealth Advisors
Illinois
$14K
WDL
1293
Well Done LLC
Michigan
$14K +$14K +182 New
LJHT
1294
Laurie J. Hall Trustee
$13K -$14.9K -200 -53%
CTB
1295
Country Trust Bank
Illinois
$13K
LA
1296
Legacy Advisors
Pennsylvania
$12K +$1.52K +20 +14%
MIM
1297
Macroview Investment Management
Maryland
$11K +$3.41K +45 +45%
WOC
1298
West Oak Capital
California
$10.9K -$620 -8 -5%
PW
1299
Price Wealth
Texas
$10K -$10K -129 -50%
BC
1300
Barnett & Company
Tennessee
$10K