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Duke Energy

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
951
First Heartland Consultants
Missouri
$298K -$32.2K -525 -10%
KSA
952
Ken Stern & Associates
California
$297K -$257K -3,122 -46%
MCM
953
Mengis Capital Management
Oregon
$297K
BA
954
Bennicas & Associates
California
$296K
BAM
955
Berkshire Asset Management
Pennsylvania
$291K +$17K +207 +6%
DK
956
Darrell & King
Virginia
$290K +$11K +134 +4%
GIP
957
Greatmark Investment Partners
Georgia
$289K
SFG
958
SNS Financial Group
Minnesota
$288K -$137K -1,665 -32%
FCB
959
First Command Bank
Texas
$286K +$8.19K +100 +3%
FCFS
960
First Command Financial Services
Texas
$286K +$8.19K +100 +3%
DPIM
961
Duff & Phelps Investment Management
Illinois
$285K -$23.8K -290 -8%
CCP
962
Corient Capital Partners
California
$285K +$2.79K +34 +1%
HCA
963
Horan Capital Advisors
Ohio
$282K -$14.4K -176 -5%
WP
964
WMS Partners
Maryland
$281K +$20.9K +255 +8%
HCM
965
Horrell Capital Management
Arkansas
$280K
JPMIA
966
J.P. Marvel Investment Advisors
Massachusetts
$280K
RWA
967
Ropes Wealth Advisors
Massachusetts
$275K -$144K -1,761 -34%
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$275K -$23.4K -285 -8%
MIC
969
Meridian Investment Counsel
California
$275K
SOAMC
970
Spirit of America Management Corp
New York
$274K
SLT
971
St Louis Trust
Missouri
$273K
STMM
972
South Texas Money Management
Texas
$271K -$109K -1,337 -29%
MWM
973
Mascoma Wealth Management
New Hampshire
$271K
HFA
974
High Falls Advisors
New York
$270K
B
975
Bailard
California
$269K -$4.76K -58 -2%