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Duke Energy

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
1301
Pathstone Family Office
New Jersey
$115K +$115K +1,280 New
BWM
1302
Baystate Wealth Management
Massachusetts
$111K -$1.34K -15 -1%
RE
1303
RBC Europe
United Kingdom
$110K
HR
1304
Howe & Rusling
New York
$109K -$110K -1,231 -50%
CWA
1305
Clarus Wealth Advisors
Arizona
$99K +$990 +11 +1%
LPWM
1306
Lake Point Wealth Management
Texas
$98K -$633K -7,140 -87%
MIP
1307
Mondrian Investment Partners
United Kingdom
$98K
PCMK
1308
Paragon Capital Management (Kansas)
Kansas
$96K +$96K +1,064 New
RFA
1309
Reilly Financial Advisors
California
$95K -$66.2K -736 -41%
NPP
1310
New Potomac Partners
Maryland
$95K
MIFH
1311
Migdal Insurance & Financial Holdings
Israel
$94K +$59.7K +664 +174%
SPL
1312
Smart Portfolios LLC
Washington
$93K
BAMG
1313
Brand Asset Management Group
Missouri
$91K +$84K +935 +1,199%
AF
1314
Advisornet Financial
Minnesota
$89K +$17.9K +198 +25%
KPW
1315
Kore Private Wealth
New York
$88K +$88K +980 New
SIM
1316
Sonora Investment Management
Arizona
$86K -$2.89K -32 -3%
IRC
1317
Investors Research Corp
Georgia
$82K +$82K +916 New
WCM
1318
WealthBridge Capital Management
Ohio
$81K +$608 +7 +0.8%
PFGIA
1319
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$38.2K +423 +91%
AIM
1320
Advantage Investment Management
Iowa
$79K -$30.9K -343 -28%
LC
1321
Lindbrook Capital
California
$79K
Marshall Wace
1322
Marshall Wace
United Kingdom
$79K +$79K +878 New
FGAM
1323
Financial Gravity Asset Management
Texas
$79K +$79K +883 New
WCG
1324
Weaver Consulting Group
California
$77K +$77K +894 New
FMTCOCP
1325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K