DUK icon

Duke Energy

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
701
Advisors Capital Management
New Jersey
$828K +$828K +9,910 New
HT
702
HighTower Trust
Texas
$818K +$53.5K +640 +7%
GA
703
Geneva Advisors
Illinois
$816K
MA
704
Montag & Associates
Georgia
$816K +$21.6K +258 +3%
HSA
705
HBK Sorce Advisory
Pennsylvania
$811K +$811K +9,696 New
HBT
706
Hills Bank & Trust
Iowa
$802K +$67.8K +810 +9%
VC
707
Vicus Capital
Pennsylvania
$798K -$482K -5,770 -38%
FQ
708
First Quadrant
California
$791K
BCFS
709
Butensky & Cohen Financial Security
Florida
$790K +$34.7K +415 +5%
BHIA
710
Birch Hill Investment Advisors
Massachusetts
$789K
SMC
711
Smith, Moore & Co
Missouri
$788K +$262K +3,132 +50%
SWM
712
Segment Wealth Management
Texas
$782K +$371K +7,686 +90%
RFS
713
Rockefeller Financial Services
New York
$778K
FG
714
Fiduciary Group
Georgia
$776K +$12.6K +151 +2%
Cerity Partners
715
Cerity Partners
New York
$772K +$50.4K +603 +7%
CICI
716
Capital Investment Counsel Inc
North Carolina
$768K +$16K +191 +2%
TFA
717
Transamerica Financial Advisors
Florida
$767K -$2.28M -27,301 -75%
1SB
718
1ST Source Bank
Indiana
$765K -$22.4K -268 -3%
WA
719
WFG Advisors
Texas
$762K +$103K +1,231 +16%
SBH
720
Segall Bryant & Hamill
Illinois
$762K +$119K +1,422 +18%
RIM
721
Rampart Investment Management
Connecticut
$754K +$595K +7,113 +374%
CP
722
Camelot Portfolios
Ohio
$746K +$6.44K +77 +0.9%
SCA
723
Stonebridge Capital Advisors
Minnesota
$743K -$9.61K -115 -1%
GP
724
Girard Partners
Pennsylvania
$743K +$100K +1,196 +16%
WAM
725
Wealthspire Advisors (Maryland)
Maryland
$741K +$209K +2,498 +39%