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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 %
AIM
1351
Arcadia Investment Management
Michigan
$41K +$41K +466 New
WCG
1352
Weaver Consulting Group
California
$40K -$38.9K -441 -49%
GWS
1353
Glassman Wealth Services
Virginia
$40K
JGIA
1354
Jackson Grant Investment Advisers
Connecticut
$40K
TFO
1355
Tarbox Family Office
California
$40K +$12.7K +145 +46%
LWCFA
1356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K -$20K -230 -35%
BCI
1357
Brinker Capital Investments
Pennsylvania
$38K -$2.91K -33 -7%
HCM
1358
Hilton Capital Management
New York
$38K
LFG
1359
Larson Financial Group
Missouri
$37K +$14.6K +167 +65%
TWA
1360
TCI Wealth Advisors
Arizona
$36K -$5.36K -61 -13%
BDWM
1361
Brewin Dolphin Wealth Management
Ireland
$35.3K
EI
1362
Ellevest Inc
New York
$35K +$27K +308 +335%
BL
1363
Balentine LLC
Georgia
$34K +$7.22K +82 +27%
RWA
1364
Redhawk Wealth Advisors
Minnesota
$34K +$34K +383 New
KFS
1365
Kelly Financial Services
Massachusetts
$33.6K +$264 +3 +0.8%
AI
1366
ArchPoint Investors
Florida
$32K
SL
1367
Salomon & Ludwin
Virginia
$31K +$5.65K +63 +22%
GSC
1368
G&S Capital
Colorado
$30K
JFA
1369
JNBA Financial Advisors
Minnesota
$30K +$8.9K +100 +42%
AP
1370
Arlington Partners
Alabama
$29K
WB
1371
Webster Bank
Connecticut
$29K
MWM
1372
Mascoma Wealth Management
New Hampshire
$28K
HCM
1373
Highlander Capital Management
New Jersey
$27K
JWM
1374
Janiczek Wealth Management
Colorado
$27K
BWA
1375
Burt Wealth Advisors
Maryland
$27K