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Duke Energy

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Shares
Change %
YP
876
Yellowstone Partners
Idaho
$238K +$238K +3,177 New
PIM
877
Penobscot Investment Management
Massachusetts
$237K -$4.87K -65 -2%
CIS
878
Connors Investor Services
Pennsylvania
$235K -$9.05K -121 -4%
AP
879
Appleton Partners
Massachusetts
$235K -$3.81K -51 -2%
MIH
880
Madison Investment Holdings
Wisconsin
$235K
Mariner
881
Mariner
Kansas
$234K -$89K -1,189 -28%
HCMNY
882
Howard Capital Management (New York)
New York
$234K
LWM
883
LBA Wealth Management
Florida
$234K
KCM
884
Kanawha Capital Management
Virginia
$233K +$897 +12 +0.4%
BCM
885
Brookstone Capital Management
Illinois
$231K +$231K +3,088 New
EIM
886
Essex Investment Management
Massachusetts
$230K
MCM
887
Monarch Capital Management
Indiana
$230K +$230K +3,071 New
BRA
888
Bender Robert & Associates
California
$228K -$7.17K -96 -3%
FMWA
889
Forvis Mazars Wealth Advisors
Missouri
$228K -$3.74K -50 -2%
VFP
890
Verus Financial Partners
Virginia
$228K -$2.47K -33 -1%
AWM
891
Avior Wealth Management
Nebraska
$228K
PSI
892
Pinnacle Summer Investments
Virginia
$225K +$15K +200 +7%
HIM
893
Hillsdale Investment Management
Ontario, Canada
$224K -$105K -1,400 -32%
GT
894
Greenleaf Trust
Michigan
$224K
CL
895
Croft-Leominster
Maryland
$223K
MMG
896
Monetary Management Group
Missouri
$222K -$2.47K -33 -1%
PGIM
897
Pacific Global Investment Management
California
$221K
SWM
898
Segment Wealth Management
Texas
$221K +$10.1K +135 +5%
Edgewood Management
899
Edgewood Management
Connecticut
$220K
CCM
900
Covington Capital Management
California
$220K