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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 %
ADL
826
Asset Dedication LLC
California
$455K +$28K +333 +7%
AR
827
Advisory Research
Illinois
$454K -$40.1K -477 -8%
CA
828
Continuum Advisory
Idaho
$454K -$21K -250 -4%
BC
829
Burney Company
Virginia
$453K -$29.5K -350 -6%
VFP
830
Verus Financial Partners
Virginia
$450K -$168 -2 -0%
FIM
831
Frontier Investment Management
Texas
$450K +$6.96K +83 +2%
BTNA
832
Bremer Trust National Association
Minnesota
$448K +$6.97K +83 +2%
MWPCG
833
Measured Wealth Private Client Group
New Hampshire
$445K +$445K +5,308 New
ACA
834
Anchor Capital Advisors
Massachusetts
$443K -$109K -1,300 -20%
WDA
835
Wendell David Associates
New Hampshire
$435K +$12.6K +150 +3%
SIC
836
Shoker Investment Counsel
Ohio
$432K +$54.1K +646 +14%
BOTW
837
Bank of the West
California
$431K +$101K +1,200 +31%
VIA
838
Vident Investment Advisory
Georgia
$431K +$431K +5,130 New
MWM
839
Meridian Wealth Management
Kentucky
$430K -$20.7K -246 -5%
IAMOG
840
Investors Asset Management of Georgia
Georgia
$429K -$28K -333 -6%
QAM
841
Quantres Asset Management
Cayman Islands
$428K +$8.39K +100 +2%
BKA
842
Brick & Kyle Associates
Pennsylvania
$427K
WTB
843
Washington Trust Bank
Washington
$425K +$109K +1,301 +35%
ACI
844
Alpha Cubed Investments
California
$424K -$58K -692 -12%
CT
845
Coastline Trust
Rhode Island
$424K +$41.9K +500 +11%
WTC
846
WhitTier Trust Company
Nevada
$423K
RWA
847
River Wealth Advisors
Pennsylvania
$420K -$46.9K -558 -10%
ACM
848
Alethea Capital Management
Washington
$420K
MMG
849
Monetary Management Group
Missouri
$418K -$15.4K -183 -4%
Members Trust
850
Members Trust
Florida
$417K +$839 +10 +0.2%