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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 %
OIA
1376
OneDigital Investment Advisors
Kansas
$26K -$48.1K -538 -65%
FWM
1377
Focused Wealth Management
New York
$25K -$7.36K -83 -23%
CH
1378
Canton Hathaway
Rhode Island
$25K
HGWM
1379
Harvest Group Wealth Management
Massachusetts
$25K +$257 +3 +1%
GWA
1380
Guidant Wealth Advisors
Illinois
$25K +$8.68K +100 +53%
UB
1381
UMB Bank
Missouri
$24.5K -$216 -2,448 -0.9%
BWM
1382
BerganKDV Wealth Management
Minnesota
$24K -$22.7K -260 -49%
SIA
1383
SeaBridge Investment Advisors
New Jersey
$23K
EAM
1384
Eukles Asset Management
Ohio
$23K
CAL
1385
Capital Advisors Ltd
Ohio
$23K +$23K +264 New
ME
1386
McIlrath & Eck
Washington
$22K
AIS
1387
Accurate Investment Solutions
Pennsylvania
$22K +$178 +2 +0.8%
AC
1388
Avestar Capital
New York
$21K -$17.4K -225 -45%
LWA
1389
Lowe Wealth Advisors
Maryland
$21K
LD
1390
Lipe & Dalton
New York
$21K +$21K +243 New
PWP
1391
Personal Wealth Partners
Minnesota
$20K +$20K +228 New
EWM
1392
Elmwood Wealth Management
California
$20K +$20K +232 New
TC
1393
Trust Company
Kansas
$19K
PWMG
1394
Prestige Wealth Management Group
New Jersey
$18K
BC
1395
Barnett & Company
Tennessee
$17K -$33.1K -372 -66%
NC
1396
NewSquare Capital
Pennsylvania
$17K -$3.58K -40 -17%
RWG
1397
Regal Wealth Group
California
$17K
SIAP
1398
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K +$171 +2 +1%
CIR
1399
Clear Investment Research
Georgia
$16K +$16K +183 New
FEG
1400
Financial Enhancement Group
Indiana
$15K