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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 %
EWP
1501
Engrave Wealth Partners
Texas
$23K +$23K +254 New
TFA
1502
Tobias Financial Advisors
Florida
$23K +$23K +261 New
PWMG
1503
Prestige Wealth Management Group
New Jersey
$22K -$988 -11 -4%
LD
1504
Lipe & Dalton
New York
$22K
ME
1505
McIlrath & Eck
Washington
$22K
JFA
1506
JNBA Financial Advisors
Minnesota
$22K
LWA
1507
Lowe Wealth Advisors
Maryland
$21K
BCI
1508
Brinker Capital Investments
Pennsylvania
$21K +$743 +8 +4%
HR
1509
Howe & Rusling
New York
$21K +$16.5K +184 +368%
TC
1510
Trust Company
Kansas
$20K
AIS
1511
Accurate Investment Solutions
Pennsylvania
$18K -$4.28K -48 -19%
RWG
1512
Regal Wealth Group
California
$18K
SJIM
1513
St. Johns Investment Management
Florida
$18K +$10.4K +116 +136%
NC
1514
NewSquare Capital
Pennsylvania
$17K
SIAP
1515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$89 +1 +0.5%
CP
1516
Corbenic Partners
Pennsylvania
$16K +$16K +174 New
TPWA
1517
TRUE Private Wealth Advisors
Oregon
$16K +$16K +177 New
RTC
1518
Riverview Trust Company
Washington
$15K
FEG
1519
Financial Enhancement Group
Indiana
$15K
FWM
1520
Filbrandt Wealth Management
Wisconsin
$15K +$15K +167 New
GIC
1521
Gantzert Investment Company
Illinois
$14K
WCM
1522
Wealthcare Capital Management
Virginia
$14K +$4.7K +50 +51%
LWM
1523
Lionsbridge Wealth Management
Florida
$14K +$14K +164 New
CAM
1524
Columbia Asset Management
Michigan
$13.7K +$1.2K +1,312 +10%
LFG
1525
LifePlan Financial Group
Ohio
$12K