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Duke Energy

1,096 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 392 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+33
Holders Change %
+3.1%
% of All Funds
28.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
113
Increased
429
Reduced
392
Closed
65
Calls
$215M
Puts
$124M
Net Calls
+$90.9M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
801
WealthPLAN Partners
Nebraska
$386K +$386K +15,527 New
EWM
802
Endurance Wealth Management
Rhode Island
$385K
HKIM
803
Hayek Kallen Investment Management
Alabama
$381K -$12.2K -171 -3%
FMW
804
Farr Miller & Washington
District of Columbia
$380K
MCM
805
Marathon Capital Management
Maryland
$378K -$6.27K -88 -2%
UBWV
806
United Bank (West Virginia)
West Virginia
$376K +$47.6K +666 +14%
HC
807
Hourglass Capital
Texas
$374K -$35.7K -500 -9%
LIA
808
LBMC Investment Advisors
Tennessee
$374K +$3.5K +49 +0.9%
FHC
809
First Heartland Consultants
Missouri
$374K +$42.2K +591 +13%
RWA
810
River Wealth Advisors
Pennsylvania
$373K -$2.64K -37 -0.7%
Fisher Asset Management
811
Fisher Asset Management
Washington
$372K +$372K +5,214 New
SSG
812
Summit Securities Group
New York
$371K +$371K +5,202 New
WDA
813
Wendell David Associates
New Hampshire
$369K
MC
814
Middleton & Co
Massachusetts
$369K +$2.86K +40 +0.8%
MHS
815
M Holdings Securities
Oregon
$368K +$78.7K +1,101 +27%
CS
816
Credential Securities
$367K +$9.14K +128 +3%
KFC
817
Klingenstein Fields & Co
New York
$366K +$42.8K +600 +13%
NCM
818
Novare Capital Management
North Carolina
$366K +$104K +1,459 +40%
KC
819
Kingfisher Capital
North Carolina
$364K -$13K -182 -3%
CPIG
820
Chicago Partners Investment Group
Illinois
$359K
OCG
821
Opus Capital Group
Ohio
$359K +$6.72K +94 +2%
HCMT
822
Highland Capital Management (Tennessee)
Tennessee
$358K -$47.5K -666 -12%
IP
823
Isthmus Partners
Wisconsin
$358K
RWA
824
Ropes Wealth Advisors
Massachusetts
$355K +$28.2K +395 +9%
IAMOG
825
Investors Asset Management of Georgia
Georgia
$354K