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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 %
DWM
901
Destination Wealth Management
California
$350K -$43.2K -514 -11%
CFN
902
Cordasco Financial Network
Florida
$350K +$173K +2,055 +97%
KA
903
Kovack Advisors
Florida
$348K -$29.6K -353 -8%
DP
904
Dearborn Partners
Illinois
$345K -$19K -227 -5%
MSFP
905
Mark Sheptoff Financial Planning
Connecticut
$345K
CG
906
CFO4Life Group
Texas
$344K -$18.8K -224 -5%
CFA
907
Capstone Financial Advisors
Illinois
$344K -$1.43K -17 -0.4%
WP
908
WMS Partners
Maryland
$344K +$46.9K +558 +16%
1832 Asset Management
909
1832 Asset Management
Ontario, Canada
$343K +$343K +4,209 New
ARMT
910
Amica Retiree Medical Trust
Rhode Island
$342K
WI
911
Wintrust Investments
Illinois
$340K
PCMC
912
Paragon Capital Management (Colorado)
Colorado
$338K
CWP
913
Capital Wealth Planning
Florida
$337K -$15.1K -180 -4%
NAMA
914
Nikko Asset Management Americas
New York
$336K
CAG
915
Crestwood Advisors Group
Massachusetts
$336K +$5.46K +65 +2%
MAM
916
Morse Asset Management
Connecticut
$336K +$83.9K +999 +33%
Fisher Asset Management
917
Fisher Asset Management
Washington
$336K +$336K +4,004 New
GD
918
Grandfield & Dodd
New York
$334K -$4.7K -56 -1%
OC
919
Oarsman Capital
Wisconsin
$334K -$4.62K -55 -1%
GLA
920
Great Lakes Advisors
Illinois
$332K -$5.05M -60,109 -94%
CCG
921
Cypress Capital Group
Florida
$330K
KSA
922
Ken Stern & Associates
California
$330K +$11.7K +140 +4%
RG
923
Rikoon Group
New Mexico
$328K -$13.3K -158 -4%
MC
924
Middleton & Co
Massachusetts
$328K +$5.38K +64 +2%
EGA
925
E&G Advisors
Texas
$327K