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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 %
EA
1276
Elm Advisors
California
$12K +$12K +156 New
WOC
1277
West Oak Capital
California
$11.3K
FEG
1278
Financial Enhancement Group
Indiana
$11K
LA
1279
Legacy Advisors
Pennsylvania
$11K
SMG
1280
Spectrum Management Group
Indiana
$10K
LFG
1281
LifePlan Financial Group
Ohio
$10K
CWSR
1282
Chessman Wealth Strategies RIA
Texas
$10K +$10K +122 New
LJHT
1283
Laurie J. Hall Trustee
$9K -$4.5K -58 -33%
CGT
1284
Capital Guardian Trust
California
$9K +$9K +110 New
WCM
1285
Wealthcare Capital Management
Virginia
$8K -$1.21K -15 -13%
ACM
1286
AUA Capital Management
Pennsylvania
$8K
SHJ
1287
Sharkey, Howes & Javer
Colorado
$8K
PA
1288
Perennial Advisors
New York
$8K
ICM
1289
IMS Capital Management
Oregon
$8K +$8K +100 New
TWMP
1290
Taylor Wealth Management Partners
Massachusetts
$7K
SJIM
1291
St. Johns Investment Management
Florida
$7K +$7K +85 New
JWA
1292
JFS Wealth Advisors
Pennsylvania
$7K +$7K +92 New
BAMG
1293
Brand Asset Management Group
Missouri
$6K
IF
1294
Ironwood Financial
Arizona
$5K +$5K +66 New
RA
1295
Rational Advisors
New York
$4K -$11K -143 -73%
NIM
1296
NuWave Investment Management
New Jersey
$4K -$11K -143 -73%
SQA
1297
Simon Quick Advisors
New Jersey
$4K
OFW
1298
Omnia Family Wealth
Florida
$4K
NWM
1299
Northwest Wealth Management
Iowa
$4K +$75 +1 +2%
NCM
1300
New Capital Management
Texas
$4K +$4K +44 New