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Duke Energy

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
776
RegentAtlantic Capital
New Jersey
$574K +$173K +2,107 +43%
BFM
777
Boston Financial Management
Massachusetts
$560K
FWM
778
Frontier Wealth Management
Missouri
$556K +$82 +1 +0%
FIB
779
First Interstate Bank
Montana
$553K +$16.5K +201 +3%
FWP
780
FAS Wealth Partners
Kansas
$550K -$20.3K -247 -4%
TCM
781
Teza Capital Management
Illinois
$549K +$549K +6,696 New
Cetera Investment Advisers
782
Cetera Investment Advisers
Illinois
$548K -$79.4K -975 -13%
AFG
783
Albion Financial Group
Utah
$546K
WT
784
Washington Trust
Rhode Island
$546K +$18.2K +222 +3%
BC
785
Brinker Capital
Pennsylvania
$543K +$92.9K +1,134 +21%
ACA
786
Anchor Capital Advisors
Massachusetts
$540K -$176K -2,143 -25%
PCMI
787
Princeton Capital Management Inc
New Jersey
$537K
BTNA
788
Bremer Trust National Association
Minnesota
$534K -$14.5K -177 -3%
NGA
789
Naples Global Advisors
Florida
$529K -$9.68K -118 -2%
KC
790
Kingfisher Capital
North Carolina
$527K +$126K +1,539 +32%
WAM
791
Wealthspire Advisors (Maryland)
Maryland
$523K +$209K +2,550 +67%
UBWV
792
United Bank (West Virginia)
West Virginia
$520K -$6.23K -76 -1%
FC
793
Forte Capital
New York
$520K +$40.4K +493 +8%
CI
794
Capital International
California
$517K
SMC
795
Smith, Moore & Co
Missouri
$516K +$6.72K +82 +1%
MCM
796
MAI Capital Management
Ohio
$516K +$20.8K +254 +4%
Luther King Capital Management (LKCM)
797
Luther King Capital Management (LKCM)
Texas
$514K +$42.3K +515 +9%
FBC
798
Fairfield, Bush & Co
Connecticut
$513K +$18.4K +225 +4%
APP
799
Avantax Planning Partners
Iowa
$512K +$23.4K +285 +5%
DWM
800
Darwin Wealth Management
Florida
$501K -$1.07K -13 -0.2%