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Duke Energy

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1401
AllSquare Wealth Management
New York
$118K
SBL
1402
Sargent Bickham Lagudis
Colorado
$118K +$19.3K +211 +20%
SL
1403
Salomon & Ludwin
Virginia
$115K +$83.5K +916 +265%
CLOS
1404
Compagnie Lombard Odier SCmA
Switzerland
$114K
KWM
1405
Keebeck Wealth Management
Illinois
$114K +$114K +1,250 New
BWM
1406
Baystate Wealth Management
Massachusetts
$113K -$83.1K -915 -42%
APWM
1407
Atlas Private Wealth Management
New York
$112K +$112K +1,223 New
RE
1408
RBC Europe
United Kingdom
$112K
1NWS
1409
1 North Wealth Services
Maryland
$109K +$91.4K +998 +520%
WC
1410
Whitnell & Co
Illinois
$107K
GFPC
1411
Global Financial Private Client
Florida
$104K +$104K +1,141 New
WB
1412
Webster Bank
Connecticut
$99K -$9.69K -106 -9%
AJ
1413
Ashburton (Jersey)
Jersey
$98K -$3.66K -40 -4%
NPP
1414
New Potomac Partners
Maryland
$96K
TWA
1415
TCI Wealth Advisors
Arizona
$94K
TF
1416
TimeScale Financial
Massachusetts
$94K
GWS
1417
Glassman Wealth Services
Virginia
$94K +$1.09K +12 +1%
BAMG
1418
Brand Asset Management Group
Missouri
$92K
QCMC
1419
Quantum Capital Management (California)
California
$92K
BCA
1420
Berman Capital Advisors
Georgia
$91K +$91 +1 +0.1%
OSAM
1421
O'Shaughnessy Asset Management
Connecticut
$91K +$90.6K +990 +24,750%
PFGIA
1422
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$10.1K +110 +13%
1W
1423
1776 Wealth
Georgia
$88K +$88K +969 New
AF
1424
Allworth Financial
California
$86K +$12.9K +142 +18%
IRC
1425
Investors Research Corp
Georgia
$84K