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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 %
FAIM
1376
Financial Advocates Investment Management
Washington
-$240K -3,092 Closed
SOAMC
1377
Spirit of America Management Corp
New York
-$231K -2,985 Closed
MLFP
1378
MPS Loria Financial Planners
Illinois
-$229K -2,954 Closed
TG
1379
TLP Group
Illinois
-$225K -2,906 Closed
CSIA
1380
Charles Schwab Investment Advisory
California
-$225K -2,902 Closed
WWM
1381
Windsor Wealth Management
Indiana
-$220K -2,840 Closed
WPP
1382
Whalerock Point Partners
Rhode Island
-$216K -2,793 Closed
CIC
1383
Cornercap Investment Counsel
Georgia
-$216K -2,786 Closed
GJIC
1384
Gamble Jones Investment Counsel
California
-$210K -2,707 Closed
AHC
1385
Adell Harriman & Carpenter
Texas
-$207K -2,666 Closed
RPG
1386
Risk Paradigm Group
Texas
-$180K -2,320 Closed
CPP
1387
Crow Point Partners
Massachusetts
-$155K -2,000 Closed
PWM
1388
Perigon Wealth Management
California
-$148K -1,916 Closed
AIS
1389
AlphaOne Investment Services
Pennsylvania
-$113K -1,465 Closed
CIP
1390
Convergence Investment Partners
Florida
-$107K -1,376 Closed
ACM
1391
Armbruster Capital Management
New York
-$76K -987 Closed
FCMT
1392
Founders Capital Management (Texas)
Texas
-$55K -713 Closed
OTC
1393
Opera Trading Capital
France
-$39 -500 Closed
FCAG
1394
First Capital Advisors Group
New Jersey
-$33K -423 Closed
OSAM
1395
O'Shaughnessy Asset Management
Connecticut
-$20K -256 Closed
RFWA
1396
RPg Family Wealth Advisory
Massachusetts
-$19.4K -250 Closed
AW
1397
Alpha Windward
Massachusetts
-$18K -233 Closed
HFP
1398
Holistic Financial Partners
Indiana
-$17K -222 Closed
WDL
1399
Well Done LLC
Michigan
-$14K -182 Closed
MFT
1400
Moisand Fitzgerald Tamayo
Florida
-$10K -133 Closed