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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 %
FMT
1501
First Mercantile Trust
Tennessee
-$146K -1,625 Closed
PCMK
1502
Paragon Capital Management (Kansas)
Kansas
-$96K -1,064 Closed
SPL
1503
Smart Portfolios LLC
Washington
-$93K -1,035 Closed
KPW
1504
Kore Private Wealth
New York
-$88K -980 Closed
WCM
1505
WealthBridge Capital Management
Ohio
-$81K -933 Closed
AWM
1506
Aevitas Wealth Management
Massachusetts
-$63K -704 Closed
FC
1507
Ferris Capital
Massachusetts
-$53K -591 Closed
IC
1508
Inscription Capital
Texas
-$52K -573 Closed
JIP
1509
JBJ Investment Partners
South Carolina
-$39K -432 Closed
PCA
1510
Peddock Capital Advisors
Massachusetts
-$30K -330 Closed
AIA
1511
Alera Investment Advisors
Illinois
-$23K -251 Closed
BMM
1512
Buffington Mohr McNeal
Idaho
-$22K -241 Closed
PGWM
1513
Parisi Gray Wealth Management
New Jersey
-$16K -183 Closed
PCFFS
1514
Pacific Center for Financial Services
California
-$16K -174 Closed
MFT
1515
Moisand Fitzgerald Tamayo
Florida
-$16K -174 Closed
PWM
1516
PRW Wealth Management
Massachusetts
-$16K -171 Closed
LWA
1517
Lenox Wealth Advisors
New York
-$14K -159 Closed
NWM
1518
Northwest Wealth Management
Iowa
-$5K -54 Closed
OFW
1519
Omnia Family Wealth
Florida
-$4K -44 Closed
ST
1520
Sageworth Trust
Pennsylvania
-$4K -42 Closed
HH
1521
HWG Holdings
Texas
-$1K -14 Closed
HIIFS
1522
Harel Insurance Investments & Financial Services
Israel
-$1K -12 Closed