DUK icon

Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
BAMG
1326
Brand Asset Management Group
Missouri
$6K +$6K +78 New
NCM
1327
Nelson Capital Management
California
$5K -$96K -1,267 -95%
FA
1328
Fortis Advisors
Pennsylvania
$5K
CFC
1329
Coyle Financial Counsel
Illinois
$5K +$5K +68 New
NWM
1330
Northwest Wealth Management
Iowa
$4K
CIA
1331
CSat Investment Advisory
Michigan
$4K +$4K +45 New
PWAG
1332
Polaris Wealth Advisory Group
California
$3K -$47.6K -539 -94%
OFW
1333
Omnia Family Wealth
Florida
$3K -$3.48K -51 -54%
TCA
1334
Tortoise Capital Advisors
Kansas
$3K
BWP
1335
Baldwin Wealth Partners
Massachusetts
$3K
SQA
1336
Simon Quick Advisors
New Jersey
$3K
SFG
1337
SevenBridge Financial Group
Pennsylvania
$3K
SGAM
1338
Smith Group Asset Management
Texas
$3K
PMG
1339
ProVise Management Group
Florida
$2.93K +$2.73K +34,466 +1,334%
WPW
1340
Winthrop Partners - WNY
New York
$2.61K
AIL
1341
AGF Investments LLC
Ontario, Canada
$2.15K -$200 -2,529 -9%
1832 Asset Management
1342
1832 Asset Management
Ontario, Canada
$2K -$8K -80 -80%
TFA
1343
Transamerica Financial Advisors
Florida
$2K -$3.56K -32 -64%
CAGAS
1344
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +22 New
MUS
1345
Mitsubishi UFJ Securities
Japan
$1K
LWA
1346
Lenox Wealth Advisors
New York
$1K +$1K +9 New
NA
1347
NewEdge Advisors
Louisiana
$826 +$5 +64 +0.6%
FRA
1348
Front Row Advisors
California
$503 -$36 -448 -7%
FAF
1349
Fjarde Ap-fonden
Sweden
-$9.43M -121,766 Closed
SRAM
1350
Stone Ridge Asset Management
New York
-$7.98M -103,001 Closed