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Duke Energy

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
1376
Centersquare Investment Management
Pennsylvania
$54K
VNA
1377
Valley National Advisers
Pennsylvania
$54K +$97 +1 +0.2%
PO
1378
Private Ocean
California
$53K -$1.95K -20 -4%
CIA
1379
Cascade Investment Advisors
Oregon
$51.3K
TCM
1380
TD Capital Management
Tennessee
$51K
SA
1381
SRH Advisors
Kansas
$49K
AIM
1382
Arcadia Investment Management
Michigan
$45K
QAM
1383
QCI Asset Management
New York
$44K -$15.3M -159,267 -100%
TFO
1384
Tarbox Family Office
California
$44K
JGIA
1385
Jackson Grant Investment Advisers
Connecticut
$43K
BL
1386
Balentine LLC
Georgia
$43K +$6.12K +64 +17%
LWCFA
1387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
HCM
1388
Hilton Capital Management
New York
$42K
CAL
1389
Capital Analysts LLC
Pennsylvania
$41K +$41K +433 New
LFG
1390
Larson Financial Group
Missouri
$40K
WCG
1391
Weaver Consulting Group
California
$40K
BWA
1392
Burt Wealth Advisors
Maryland
$39K +$9.7K +100 +33%
BDWM
1393
Brewin Dolphin Wealth Management
Ireland
$38.3K
NIC
1394
Northwest Investment Counselors
Oregon
$38K +$38K +397 New
KFS
1395
Kelly Financial Services
Massachusetts
$36.7K +$192 +2 +0.5%
SWM
1396
Selective Wealth Management
Virginia
$36K +$36K +376 New
AI
1397
ArchPoint Investors
Florida
$35K
SL
1398
Salomon & Ludwin
Virginia
$33K
TIM
1399
Tortoise Investment Management
New York
$32K -$33.3K -348 -51%
AP
1400
Arlington Partners
Alabama
$32K