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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 %
RTC
1401
Riverview Trust Company
Washington
$14K -$23K -270 -62%
CJA
1402
C-J Advisory
California
$13K
GIC
1403
Gantzert Investment Company
Illinois
$13K
LA
1404
Legacy Advisors
Pennsylvania
$12K
WOC
1405
West Oak Capital
California
$12K
SMG
1406
Spectrum Management Group
Indiana
$11K
MIM
1407
Macroview Investment Management
Maryland
$11K
LFG
1408
LifePlan Financial Group
Ohio
$11K
WAS
1409
Winch Advisory Services
Wisconsin
$11K +$1.82K +21 +20%
1832 Asset Management
1410
1832 Asset Management
Ontario, Canada
$11K +$3.46K +38 +46%
LJHT
1411
Laurie J. Hall Trustee
$10K
FAM
1412
Fred Alger Management
New York
$10K
SCA
1413
Stuart Chaussee & Associates
California
$10K
BEI
1414
Benjamin Edwards Inc
Missouri
$10K +$10K +111 New
JPLA
1415
Joseph P. Lucia & Associates
New York
$9K -$802K -8,911 -99%
WCM
1416
Wealthcare Capital Management
Virginia
$9K
SHJ
1417
Sharkey, Howes & Javer
Colorado
$9K
ACM
1418
AUA Capital Management
Pennsylvania
$9K
EWA
1419
Evolution Wealth Advisors
Florida
$9K +$9K +101 New
TI
1420
Truehand Inc
New Hampshire
$8K
SJIM
1421
St. Johns Investment Management
Florida
$8K
GT
1422
Glenmede Trust
Pennsylvania
$7.07K -$1.11K -12,616 -14%
IF
1423
Ironwood Financial
Arizona
$6K
POIA
1424
Pin Oak Investment Advisors
Texas
$6K +$1.89K +23 +46%
W
1425
WealthStone
Ohio
$4.24K +$4.24K +48 New