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Duke Energy

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
W
901
Wealthfront
California
$225K -$37.6K -522 -14%
FAM
902
Formidable Asset Management
Ohio
$225K +$501 +7 +0.2%
LWM
903
LBA Wealth Management
Florida
$225K +$35.3K +490 +19%
SC
904
Saturna Capital
Washington
$224K -$24.2K -336 -10%
MCM
905
Monarch Capital Management
Indiana
$221K
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$221K +$14.9K +208 +7%
CA
907
CapWealth Advisors
Tennessee
$220K -$98.9K -1,375 -31%
RFA
908
Reilly Financial Advisors
California
$220K
AWM
909
Avior Wealth Management
Nebraska
$219K
HL
910
HeadInvest LLC
Maine
$219K
PGIM
911
Pacific Global Investment Management
California
$219K +$3.89K +54 +2%
PHS
912
Pekin Hardy Strauss
Illinois
$218K -$40.8K -568 -16%
CD
913
Carl Domino
Florida
$216K
CL
914
Croft-Leominster
Maryland
$215K
EIM
915
Essex Investment Management
Massachusetts
$214K
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$213K -$145K -1,939 -40%
M
917
MOTCO
Texas
$212K +$28.8K +400 +16%
OWD
918
Osborn Williams & Donohoe
Ohio
$211K
CSMF
919
Charles Stewart Mott Foundation
Michigan
$208K +$208K +2,894 New
ABC
920
Associated Banc-Corp
Wisconsin
$206K -$14.4K -200 -7%
ACM
921
Argentus Capital Management
Texas
$206K +$206K +2,865 New
AIC
922
Atlantic Investment Company
Georgia
$206K +$206K +2,865 New
AI
923
Accredited Investors
Minnesota
$204K +$204K +2,835 New
PWP
924
Private Wealth Partners
California
$203K -$384K -5,333 -65%
HWA
925
Heritage Wealth Advisors
Virginia
$203K +$203K +2,821 New