DUK icon

Duke Energy

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M
Name Holding Trade Value Shares
Change
Shares
Change %
FSC
651
Fiduciary Services Corp
Georgia
$695K -$35.5K -479 -5%
FWP
652
FAS Wealth Partners
Kansas
$692K +$25.4K +342 +4%
CIC
653
Crawford Investment Counsel
Georgia
$691K +$169K +2,285 +32%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$689K +$1.71K +23 +0.2%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$687K +$674K +9,095 +5,350%
PAM
656
Paradigm Asset Management
New York
$686K +$686K +9,250 New
WIC
657
Wilkins Investment Counsel
Massachusetts
$682K -$38.7K -522 -5%
CAM
658
Carret Asset Management
New York
$678K -$3.71K -50 -0.5%
CSIC
659
Clifford Swan Investment Counsel
California
$675K
MFS
660
MSI Financial Services
Massachusetts
$674K +$147K +1,986 +28%
EWM
661
Endurance Wealth Management
Rhode Island
$673K -$1.78K -24 -0.3%
GC
662
Grimes & Company
Massachusetts
$672K +$3.56K +48 +0.5%
TWM
663
Torch Wealth Management
Ohio
$669K +$182K +2,452 +37%
SBH
664
Segall Bryant & Hamill
Illinois
$668K -$18K -242 -3%
IB
665
Intrust Bank
Kansas
$667K +$29.3K +395 +5%
VCM
666
Violich Capital Management
California
$654K +$65.6K +884 +11%
TIP
667
Torray Investment Partners
Maryland
$653K
BRM
668
Boston Research & Management
Massachusetts
$651K
SFSG
669
Stearns Financial Services Group
North Carolina
$650K +$61.6K +830 +10%
HRIA
670
Haberer Registered Investment Advisor
Ohio
$648K -$138K -1,866 -18%
CCM
671
Cadence Capital Management
Massachusetts
$647K -$2.2M -29,598 -77%
B
672
BancorpSouth
Mississippi
$646K -$6.09K -82 -0.9%
DP
673
Dearborn Partners
Illinois
$643K +$520 +7 +0.1%
GA
674
Geneva Advisors
Illinois
$642K +$46K +620 +8%
TC
675
Taylor Cottrill
New Hampshire
$641K