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Duke Energy

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
1401
Accurate Investment Solutions
Pennsylvania
$22K +$269 +3 +1%
BMM
1402
Buffington Mohr McNeal
Idaho
$22K +$22K +241 New
NC
1403
NewSquare Capital
Pennsylvania
$21K -$1.54M -16,893 -99%
JFA
1404
JNBA Financial Advisors
Minnesota
$21K -$7.35K -83 -26%
LWA
1405
Lowe Wealth Advisors
Maryland
$20K
TC
1406
Trust Company
Kansas
$19K
SCM
1407
Shelton Capital Management
Colorado
$18.6K -$173K -15,594 -90%
PWMG
1408
Prestige Wealth Management Group
New Jersey
$18K -$11.5K -128 -39%
RWG
1409
Regal Wealth Group
California
$17K
GWA
1410
Guidant Wealth Advisors
Illinois
$17K
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$276 +3 +2%
PCFFS
1412
Pacific Center for Financial Services
California
$16K -$7.36K -80 -31%
MFT
1413
Moisand Fitzgerald Tamayo
Florida
$16K
PGWM
1414
Parisi Gray Wealth Management
New Jersey
$16K
PWM
1415
PRW Wealth Management
Massachusetts
$16K
FEG
1416
Financial Enhancement Group
Indiana
$15K +$3.2K +36 +27%
LWA
1417
Lenox Wealth Advisors
New York
$14K +$14K +159 New
GIC
1418
Gantzert Investment Company
Illinois
$13K
WOC
1419
West Oak Capital
California
$13K
CJA
1420
C-J Advisory
California
$13K +$13K +150 New
WAM
1421
Wakefield Asset Management
Colorado
$12K -$3.53M -39,172 -100%
LFG
1422
LifePlan Financial Group
Ohio
$12K
LA
1423
Legacy Advisors
Pennsylvania
$12K +$12K +138 New
MIM
1424
Macroview Investment Management
Maryland
$11K -$2.18K -24 -17%
SMG
1425
Spectrum Management Group
Indiana
$11K