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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 %
OA
851
Outfitter Advisors
Virginia
$411K +$8.2K +100 +2%
ACM
852
Alethea Capital Management
Washington
$410K +$410K +5,000 New
BSW
853
Buckingham Strategic Wealth
Missouri
$408K +$41K +500 +11%
VAM
854
Verity Asset Management
North Carolina
$407K +$407K +4,967 New
CS
855
Credential Securities
$403K -$2.38K -29 -0.6%
MHS
856
M Holdings Securities
Oregon
$402K -$151K -1,847 -27%
IAM
857
Impax Asset Management
New Hampshire
$402K +$24.6K +300 +7%
GT
858
Greenleaf Trust
Michigan
$401K -$34K -414 -8%
S
859
SignatureFD
Georgia
$401K -$31.5K -384 -7%
WA1
860
Wimmer Associates 1
California
$396K -$33.5K -408 -8%
RMAM
861
Raab & Moskowitz Asset Management
New Jersey
$396K +$12.1K +148 +3%
FTC
862
Farmers Trust Company
Ohio
$393K -$33.4K -407 -8%
KIC
863
Keating Investment Counselors
Florida
$390K -$346K -4,224 -47%
ADL
864
Asset Dedication LLC
California
$390K -$10.9K -133 -3%
IIC
865
Integrated Investment Consultants
Michigan
$388K
RB
866
Rodgers Brothers
Pennsylvania
$386K +$148K +1,800 +62%
TIA
867
Tiemann Investment Advisors
California
$383K -$61.5K -750 -14%
WKWM
868
Walter & Keenan Wealth Management
Indiana
$383K
CCM
869
Compton Capital Management
Rhode Island
$382K
AB
870
AT Bancorp
Iowa
$381K
WCM
871
Windsor Capital Management
Arizona
$377K -$15.2K -186 -4%
CIS
872
Capital International Sarl
California
$377K
CCA
873
Cobblestone Capital Advisors
New York
$377K +$49.1K +599 +15%
ST
874
Spinnaker Trust
Maine
$376K -$5.5K -67 -1%
MI
875
Markston International
New York
$375K