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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 %
SCI
726
Stableford Capital II
Arizona
$706K +$58.3K +694 +9%
BRM
727
Boston Research & Management
Massachusetts
$705K
CAG
728
Csenge Advisory Group
Florida
$703K +$703K +8,379 New
CNC
729
Citizens & Northern Corp
Pennsylvania
$700K +$9.65K +115 +1%
CSM
730
CAMG Solamere Management
North Carolina
$693K
KWM
731
Kingsview Wealth Management
Oregon
$689K +$205K +2,451 +42%
DCM
732
Donaldson Capital Management
Indiana
$688K -$35.1K -418 -5%
1IA
733
1834 Investment Advisors
Wisconsin
$687K -$45.5K -542 -6%
LNWWM
734
Laird Norton Wetherby Wealth Management
California
$686K +$6.88K +82 +1%
AW
735
ACG Wealth
Georgia
$685K -$235K -2,797 -26%
CNBT
736
Canandaigua National Bank & Trust
New York
$676K -$2.52K -30 -0.4%
BDF
737
Balasa Dinverno & Foltz
$673K +$107K +1,272 +19%
SACTSONJ
738
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$671K
SWM
739
SVA Wealth Management
Wisconsin
$671K +$9.41K +112 +1%
MHS
740
M Holdings Securities
Oregon
$668K +$152K +1,816 +30%
WIC
741
Whitegate Investment Counselors
New Hampshire
$666K -$21K -250 -3%
LOAME
742
Lombard Odier Asset Management (Europe)
United Kingdom
$662K
SXL
743
Summit X LLC
Missouri
$662K +$27K +321 +4%
SC
744
Schulhoff & Co
Ohio
$660K
FBT
745
First Bankers Trust
Kentucky
$660K +$62.9K +750 +11%
HCM
746
Hodges Capital Management
Texas
$653K +$56.7K +675 +10%
PCMI
747
Princeton Capital Management Inc
New Jersey
$650K +$177K +2,103 +37%
WAM
748
Wealthspire Advisors (Maryland)
Maryland
$649K -$95.6K -1,139 -13%
CIA
749
ClearBridge Investments (Australia)
Australia
$649K +$545K +6,487 +523%
GC
750
Grimes & Company
Massachusetts
$647K +$7.55K +90 +1%