DUK icon

Duke Energy

1,218 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 474 increasing their positions, 448 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
Holders Change %
0%
% of All Funds
30.41%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
65
Increased
474
Reduced
448
Closed
56
Calls
$252M
Puts
$284M
Net Calls
-$31.6M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
701
Beacon Investment Advisory Services
New Jersey
$795K +$795K +9,469 New
BHIA
702
Birch Hill Investment Advisors
Massachusetts
$792K
RFS
703
Rockefeller Financial Services
New York
$781K
Simplex Trading
704
Simplex Trading
Illinois
$780K +$780K +9,300 New
CP
705
Camelot Portfolios
Ohio
$778K +$28.7K +342 +4%
FG
706
Fiduciary Group
Georgia
$773K -$5.87K -70 -0.8%
HI
707
Hudock Inc
Pennsylvania
$769K +$67K +799 +10%
SI
708
SII Investments
Wisconsin
$767K -$96.2K -1,149 -11%
VC
709
Vicus Capital
Pennsylvania
$757K -$43.7K -521 -5%
CONA
710
Capital One National Association
New York
$756K -$201K -2,399 -21%
TFA
711
Transamerica Financial Advisors
Florida
$748K -$21.7K -258 -3%
CFP
712
Cornerstone Financial Partners
North Carolina
$744K +$16.8K +200 +2%
1SB
713
1ST Source Bank
Indiana
$741K -$26.3K -314 -3%
ARMC
714
American Research & Management Company
Massachusetts
$741K
PP
715
Prudential plc
United Kingdom
$740K +$14.3K +170 +2%
CSIC
716
Clifford Swan Investment Counsel
California
$738K +$168 +2 +0%
QI
717
Quotient Investors
New York
$735K
FFBTD
718
First Financial Bank - Trust Division
Ohio
$727K -$152K -1,811 -17%
HSA
719
HBK Sorce Advisory
Pennsylvania
$725K -$88.8K -1,058 -11%
SWM
720
Segment Wealth Management
Texas
$723K -$634K -7,566 -47%
DWM
721
Doyle Wealth Management
Florida
$717K +$240K +2,857 +50%
DSC
722
Duncker Streett & Co
Missouri
$714K -$22.1K -264 -3%
GP
723
Girard Partners
Pennsylvania
$711K -$35.3K -420 -5%
SSB
724
Sandy Spring Bank
Maryland
$709K -$6.97K -83 -1%
OIA
725
Optimum Investment Advisors
Illinois
$707K -$16.6K -198 -2%