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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 %
CWM
1326
Cranbrook Wealth Management
Michigan
$75K
GAM
1327
Gemmer Asset Management
California
$75K
AF
1328
Allworth Financial
California
$75K +$22.4K +247 +43%
OIA
1329
OneDigital Investment Advisors
Kansas
$75K +$39.6K +438 +112%
GTAM
1330
Global Trust Asset Management
Florida
$72K -$29.4K -325 -29%
HI
1331
Human Investing
Oregon
$71K
BCA
1332
Berman Capital Advisors
Georgia
$69K -$4.66K -52 -6%
BRC
1333
Bell Rock Capital
Delaware
$68K -$47.8K -529 -41%
GSWM
1334
Golden State Wealth Management
California
$68K +$68K +755 New
WC
1335
Whitnell & Co
Illinois
$67K
CI
1336
CX Institutional
Indiana
$67K +$12.5K +139 +23%
AWM
1337
Aevitas Wealth Management
Massachusetts
$63K +$179 +2 +0.3%
TIM
1338
Tortoise Investment Management
New York
$61K
EDRH
1339
Edmond de Rothschild Holding
Switzerland
$60K -$117K -1,306 -66%
LWCFA
1340
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K
SIAS
1341
Shine Investment Advisory Services
Colorado
$60K
MWC
1342
MKD Wealth Coaches
Michigan
$60K
EWM
1343
Edge Wealth Management
New York
$60K +$268 +3 +0.4%
CA
1344
Centerpoint Advisors
Massachusetts
$59K
LF
1345
Lee Financial
Texas
$58K
SMFS
1346
Squar Milner Financial Services
California
$58K
EWM
1347
Executive Wealth Management
Michigan
$56K +$1.44K +16 +3%
SQA
1348
Simon Quick Advisors
New Jersey
$55K -$15K -168 -21%
PO
1349
Private Ocean
California
$54K
MCM
1350
MV Capital Management
Maryland
$53K -$270K -2,973 -84%