DUK icon

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 %
SIS
1451
Sound Income Strategies
Florida
$59K +$363 +4 +0.6%
BWM
1452
BerganKDV Wealth Management
Minnesota
$56K +$30.8K +335 +122%
MCM
1453
MV Capital Management
Maryland
$53K -$3.45K -38 -6%
CIM
1454
Centersquare Investment Management
Pennsylvania
$51K
BL
1455
Balentine LLC
Georgia
$51K +$9.95K +109 +24%
FPS
1456
Fieldpoint Private Securities
Connecticut
$50K -$2.8K -31 -5%
WOC
1457
West Oak Capital
California
$49K +$36.2K +400 +284%
CIA
1458
Cascade Investment Advisors
Oregon
$48.8K
SA
1459
SRH Advisors
Kansas
$46K
AIM
1460
Arcadia Investment Management
Michigan
$43K
WCG
1461
Weaver Consulting Group
California
$43K
JGIA
1462
Jackson Grant Investment Advisers
Connecticut
$41K
LFG
1463
Larson Financial Group
Missouri
$41K +$2.72K +30 +7%
LWCFA
1464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
KFS
1465
Kelly Financial Services
Massachusetts
$38.2K +$3.28K +36 +9%
TFO
1466
Tarbox Family Office
California
$38K -$3.35K -37 -8%
SSWG
1467
Seven Springs Wealth Group
Tennessee
$38K +$38K +416 New
BWA
1468
Burt Wealth Advisors
Maryland
$37K
BDWM
1469
Brewin Dolphin Wealth Management
Ireland
$36.5K
HI
1470
Human Investing
Oregon
$36K -$35.1K -388 -49%
SWM
1471
Selective Wealth Management
Virginia
$34K
APW
1472
Acima Private Wealth
Virginia
$34K +$34K +368 New
RA
1473
Rational Advisors
New York
$33K -$64.4K -706 -66%
AI
1474
ArchPoint Investors
Florida
$33K
SFG
1475
Sowa Financial Group
Rhode Island
$33K +$33K +365 New