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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 %
WTB
951
Washington Trust Bank
Washington
$153K
MSFP
952
Mark Sheptoff Financial Planning
Connecticut
$151K
CP
953
Corbenic Partners
Pennsylvania
$150K +$9.55K +133 +7%
TCM
954
Tradewinds Capital Management
Washington
$148K +$143 +2 +0.1%
WA
955
Waverly Advisors
Alabama
$146K +$66.9K +928 +85%
JWM
956
Jackson Wealth Management
Florida
$146K +$146K +2,025 New
HIM
957
Hillsdale Investment Management
Ontario, Canada
$144K
MCM
958
MV Capital Management
Maryland
$138K +$37.8K +525 +38%
PIM
959
Parasol Investment Management
Illinois
$134K -$11.2K -156 -8%
PMFA
960
Plante Moran Financial Advisors
Michigan
$134K +$20.9K +292 +19%
RPG
961
Risk Paradigm Group
Texas
$132K +$26.8K +372 +25%
KF
962
Krilogy Financial
Missouri
$132K +$132K +1,831 New
DBT
963
Dubuque Bank & Trust
Iowa
$127K
CAM
964
Cacti Asset Management
Georgia
$120K
ACS
965
Archford Capital Strategies
Illinois
$116K +$85.7K +1,195 +283%
JWM
966
Jacobus Wealth Management
Wisconsin
$113K -$12.5K -173 -10%
HFM
967
Hartford Financial Management
Connecticut
$110K
ARMC
968
American Research & Management Company
Massachusetts
$110K
AF
969
Allworth Financial
California
$109K -$72 -1 -0.1%
KCPG
970
Kavar Capital Partners Group
Kansas
$107K -$572 -8 -0.5%
BAM
971
Barrett Asset Management
New York
$106K
1832 Asset Management
972
1832 Asset Management
Ontario, Canada
$103K +$1.88K +26 +2%
CK
973
Carnick & Kubik
Colorado
$101K +$101K +1,405 New
AF
974
Arrow Financial
New York
$101K
NCM
975
Nelson Capital Management
California
$96K