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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1276
Whitnell & Co
Illinois
$65K
AWM
1277
Aevitas Wealth Management
Massachusetts
$61K +$174 +2 +0.3%
CLOS
1278
Compagnie Lombard Odier SCmA
Switzerland
$60K
SBL
1279
Sargent Bickham Lagudis
Colorado
$59K +$343 +4 +0.6%
TIM
1280
Tortoise Investment Management
New York
$59K +$28.9K +334 +96%
WIM
1281
Westside Investment Management
California
$58.1K -$6.47K -75 -10%
SIAS
1282
Shine Investment Advisory Services
Colorado
$58K
EWM
1283
Edge Wealth Management
New York
$58K +$260 +3 +0.5%
LWCFA
1284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
MWC
1285
MKD Wealth Coaches
Michigan
$57K +$57K +666 New
SMFS
1286
Squar Milner Financial Services
California
$56K
CA
1287
Centerpoint Advisors
Massachusetts
$56K
LF
1288
Lee Financial
Texas
$55K
PO
1289
Private Ocean
California
$52K
CI
1290
CX Institutional
Indiana
$52K +$2.57K +30 +5%
EWM
1291
Executive Wealth Management
Michigan
$52K +$52K +607 New
FC
1292
Ferris Capital
Massachusetts
$51K +$14.7K +170 +40%
AF
1293
Allworth Financial
California
$50K -$3.61K -42 -7%
APSP
1294
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K +$435 +5 +0.9%
IC
1295
Inscription Capital
Texas
$49K +$49K +573 New
Capstone Investment Advisors
1296
Capstone Investment Advisors
New York
$47K -$889K -10,190 -95%
CIA
1297
Cascade Investment Advisors
Oregon
$46.2K -$4.32K -50 -9%
BWM
1298
BerganKDV Wealth Management
Minnesota
$46K -$29.4K -342 -39%
SA
1299
SRH Advisors
Kansas
$44K
BC
1300
Barnett & Company
Tennessee
$43K