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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 %
LIC
901
Lodestar Investment Counsel
Illinois
$219K
CAM
902
Cubic Asset Management
Massachusetts
$218K -$14.1K -188 -6%
Mackenzie Financial
903
Mackenzie Financial
Ontario, Canada
$218K +$218K +2,909 New
BFG
904
Beacon Financial Group
Texas
$218K +$218K +2,939 New
MPI
905
Mairs & Power Inc
Minnesota
$217K
MCM
906
McMillion Capital Management
North Carolina
$216K +$216K +2,894 New
LP
907
LMR Partners
United Kingdom
$216K +$216K +2,896 New
DWT
908
Dorsey & Whitney Trust
South Dakota
$215K +$2.24K +30 +1%
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$213K -$145K -1,939 -40%
MKC
910
M. Kraus & Co
Vermont
$213K -$93.3K -1,247 -30%
CM
911
Churchill Management
California
$210K
CCM
912
Check Capital Management
California
$209K
IRS
913
Invictus RG (Singapore)
Singapore
$209K +$195K +2,604 +1,371%
GI
914
Gradient Investments
Minnesota
$208K
EHWM
915
Eads & Heald Wealth Management
Georgia
$208K +$2.61K +35 +1%
SAM
916
SignalPoint Asset Management
Missouri
$207K -$57.7K -773 -22%
AWS
917
Aris Wealth Services
Pennsylvania
$207K -$10.4K -140 -5%
BFM
918
Boston Financial Management
Massachusetts
$205K
SCM
919
Stonebridge Capital Management
California
$204K -$42K -559 -17%
HWA
920
Heritage Wealth Advisors
Virginia
$204K +$204K +2,733 New
KPCM
921
Kings Point Capital Management
New York
$203K -$6.2K -83 -3%
BMC
922
Benin Management Corp
Connecticut
$202K
SAMC
923
Shinko Asset Management Company
Japan
$199K
JAM
924
Jolley Asset Management
North Carolina
$199K
BEAM
925
Baker Ellis Asset Management
Washington
$194K