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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 %
RMAM
851
Raab & Moskowitz Asset Management
New Jersey
$415K -$3.53K -40 -0.8%
B
852
BancorpSouth
Mississippi
$413K -$14K -167 -3%
FHC
853
First Heartland Consultants
Missouri
$412K +$9.92K +118 +2%
FMW
854
Farr Miller & Washington
District of Columbia
$410K
SWM
855
Stockman Wealth Management
Montana
$405K +$15.6K +186 +4%
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$4.12K +49 +1%
FMWA
857
Forvis Mazars Wealth Advisors
Missouri
$402K +$13.7K +163 +4%
IIC
858
Integrated Investment Consultants
Michigan
$401K +$4.03K +48 +1%
TIA
859
Tiemann Investment Advisors
California
$400K
CS
860
Credential Securities
$399K -$2.18K -26 -0.5%
CCM
861
Compton Capital Management
Rhode Island
$399K +$8.38K +100 +2%
HCMT
862
Highland Capital Management (Tennessee)
Tennessee
$398K -$5.45K -65 -1%
CFD
863
Creative Financial Designs
Indiana
$397K -$672 -8 -0.2%
ST
864
Spinnaker Trust
Maine
$396K -$5.11K -61 -1%
FTC
865
Farmers Trust Company
Ohio
$396K +$5.37K +64 +1%
RB
866
Rodgers Brothers
Pennsylvania
$395K
DOA
867
D'Orazio & Associates
Virginia
$394K +$52.7K +629 +15%
JIP
868
Jaffetilchin Investment Partners
Florida
$391K +$391K +4,656 New
CCA
869
Cobblestone Capital Advisors
New York
$389K +$28.5K +340 +8%
OA
870
Outfitter Advisors
Virginia
$387K -$13.9K -166 -3%
BONST
871
Bank of Nova Scotia Trust
Ontario, Canada
$386K +$70.5K +842 +22%
BHB
872
Bank Hapoalim BM
Israel
$384K -$91.9K -1,095 -19%
WG
873
Welch Group
Alabama
$384K -$14K -167 -4%
WKWM
874
Walter & Keenan Wealth Management
Indiana
$384K
CBTWT
875
Community Bank & Trust (Waco, Texas)
Texas
$383K