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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 %
WT
776
Washington Trust
Rhode Island
$566K +$11.4K +136 +2%
JSL
777
JT Stratford LLC
Georgia
$564K +$116K +1,386 +26%
MCM
778
MAI Capital Management
Ohio
$562K
BB
779
Busey Bank
Illinois
$560K -$7.22K -86 -1%
AFG
780
Albion Financial Group
Utah
$559K
RC
781
RegentAtlantic Capital
New Jersey
$558K -$3.78K -45 -0.7%
LIA
782
LBMC Investment Advisors
Tennessee
$558K +$73.1K +871 +15%
CIM
783
CIM Investment Management
Pennsylvania
$549K -$31.2K -372 -5%
FWP
784
FAS Wealth Partners
Kansas
$547K -$16.9K -202 -3%
FWM
785
Frontier Wealth Management
Missouri
$547K +$2.6K +31 +0.5%
Mariner
786
Mariner
Kansas
$546K -$51.3K -611 -9%
NGA
787
Naples Global Advisors
Florida
$546K +$5.2K +62 +1%
FAM
788
Formidable Asset Management
Ohio
$545K -$60.2K -717 -10%
SFSG
789
Stearns Financial Services Group
North Carolina
$544K -$48.7K -580 -8%
BFM
790
Boston Financial Management
Massachusetts
$543K -$21K -250 -4%
Lido Advisors
791
Lido Advisors
California
$542K +$101K +1,144 +23%
LA
792
LVW Advisors
New York
$536K +$536K +6,387 New
FC
793
Forte Capital
New York
$535K -$5.03K -60 -0.9%
WSC
794
Wellington Shields & Co
New York
$532K +$587 +7 +0.1%
DWM
795
Darwin Wealth Management
Florida
$532K +$22.3K +266 +4%
UBWV
796
United Bank (West Virginia)
West Virginia
$531K
FBC
797
Fairfield, Bush & Co
Connecticut
$531K
CBU
798
CIBC Bank USA
Illinois
$527K -$42.8K -510 -8%
KC
799
Kingfisher Capital
North Carolina
$527K
PAS
800
Park Avenue Securities
New York
$526K +$46.8K +555 +10%