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Duke Energy

1,441 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 613 increasing their positions, 510 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-18
Holders Change %
-1.23%
% of All Funds
31.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
86
Increased
613
Reduced
510
Closed
82
Calls
$356M
Puts
$262M
Net Calls
+$94.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1326
Tortoise Investment Management
New York
$60K
EWM
1327
Edge Wealth Management
New York
$60K +$267 +3 +0.4%
SIAS
1328
Shine Investment Advisory Services
Colorado
$59K
MWC
1329
MKD Wealth Coaches
Michigan
$59K
EDRH
1330
Edmond de Rothschild Holding
Switzerland
$59K
VLKIM
1331
Van Lanschot Kempen Investment Management
Netherlands
$59K +$12.1K +138 +26%
CA
1332
Centerpoint Advisors
Massachusetts
$58K
LF
1333
Lee Financial
Texas
$57K
SQA
1334
Simon Quick Advisors
New Jersey
$54.9K +$617 +7 +1%
MCM
1335
MV Capital Management
Maryland
$52K
APSP
1336
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$532 +6 +1%
GSWM
1337
Golden State Wealth Management
California
$49K -$17.5K -199 -26%
PO
1338
Private Ocean
California
$49K -$3.04K -35 -6%
VNA
1339
Valley National Advisers
Pennsylvania
$49K -$2.02K -23 -4%
CIM
1340
Centersquare Investment Management
Pennsylvania
$49K
LWM
1341
Lenox Wealth Management
Ohio
$49K +$13.6K +155 +38%
FPS
1342
Fieldpoint Private Securities
Connecticut
$48K +$12.2K +139 +34%
CIA
1343
Cascade Investment Advisors
Oregon
$47.2K
TCM
1344
TD Capital Management
Tennessee
$47K +$47K +534 New
SA
1345
SRH Advisors
Kansas
$45K
VCM
1346
Vigilant Capital Management
Maine
$44K
CLOS
1347
Compagnie Lombard Odier SCmA
Switzerland
$44K
MS
1348
Mizuho Securities
Japan
$44K +$44K +500 New
PCP
1349
Proficio Capital Partners
Massachusetts
$42K +$14.3K +163 +52%
CFA
1350
Camarda Financial Advisors
Florida
$41K -$165K -1,871 -80%