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 %
WG
751
Winton Group
United Kingdom
$644K -$325K -3,876 -34%
PAM
752
Premier Asset Management
Illinois
$641K -$23.1K -275 -3%
SRSA
753
S.R. Schill & Associates
Washington
$640K
CICI
754
Capital Investment Counsel Inc
North Carolina
$638K -$133K -1,586 -17%
BCM
755
Boltwood Capital Management
California
$637K -$16.8K -200 -3%
KIA
756
KCM Investment Advisors
California
$634K -$22.1K -263 -3%
WIC
757
Wilkins Investment Counsel
Massachusetts
$628K
CT
758
Clearstead Trust
Maine
$626K +$7.05K +84 +1%
WA
759
Waverly Advisors
Alabama
$619K +$25.6K +305 +4%
MWAC
760
Mariner Wealth Advisors (Cincinnati)
Ohio
$617K +$182K +2,167 +42%
NIPH
761
NN Investment Partners Holdings
Netherlands
$613K -$2.17M -25,876 -78%
APP
762
Avantax Planning Partners
Iowa
$613K -$106K -1,265 -15%
CK
763
Cohen Klingenstein
New York
$604K
GAMC
764
Garner Asset Management Corp
Texas
$603K -$16.8K -200 -3%
RBA
765
Richard Bernstein Advisors
New York
$603K
CGA
766
Crescent Grove Advisors
Illinois
$603K
LNC
767
Lincoln National Corp
Pennsylvania
$603K +$93K +1,108 +18%
Squarepoint
768
Squarepoint
New York
$603K +$603K +7,185 New
CCA
769
Checchi Capital Advisers
California
$595K +$21.3K +254 +4%
WP
770
WealthPLAN Partners
Nebraska
$595K +$24.5K +292 +4%
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$592K -$33K -393 -5%
GVT
772
Genesee Valley Trust
New York
$592K +$203K +2,422 +52%
AIM
773
Aspen Investment Management
Michigan
$588K
GT
774
Greenleaf Trust
Michigan
$583K +$178K +2,120 +44%
Cetera Investment Advisers
775
Cetera Investment Advisers
Illinois
$574K +$18.2K +217 +3%