DUK icon

Duke Energy

1,001 hedge funds and large institutions have $25.7B invested in Duke Energy in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 301 increasing their positions, 423 reducing their positions, and 38 closing their positions.

Holders
1,001
Holders Change
+80
Holders Change %
+8.69%
% of All Funds
29.07%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
128
Increased
301
Reduced
423
Closed
38
Calls
$231M
Puts
$164M
Net Calls
+$66.3M
Net Calls Change
-$60.3M
Name Market Value Shares Shares
Change
Shares
Change %
CEMP
976
Compass Efficient Model Portfolios
Tennessee
$20K 291
S
977
SignatureFD
Georgia
$20K 292 +118 +68%
CK
978
Carnick & Kubik
Colorado
$19.7K 286 +286 New
FMT
979
First Mercantile Trust
Tennessee
$19K 281
SIA
980
SeaBridge Investment Advisors
New Jersey
$18K 266
SFSIG
981
San Francisco Sentry Investment Group
California
$15K 212
NHFG
982
New Harbor Financial Group
Massachusetts
$14K 200
MFBTD
983
MB Financial Bank - Trust Department
Illinois
$14K 200
MAS
984
Madden Advisory Services
Florida
$14K 196
FBT
985
Founders Bank & Trust
Michigan
$14K 204
UB
986
UMB Bank
Missouri
$13.8K 200,194 -3,864 -2%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K 170
AIA
988
Alerus Investment Advisors
Minnesota
$12K 168 +36 +27%
CGT
989
Capital Guardian Trust
California
$12K 171 +171 New
KFP
990
Keystone Financial Planning
Ohio
$11K 166 +166 New
FWM
991
Focused Wealth Management
New York
$9K 128
KLWA
992
Kelly Lawrence W & Associates
California
$9K 124 +124 New
WIC
993
Willis Investment Counsel
Georgia
$8.5K 123,098 +3,300 +3%
SA
994
SRH Advisors
Kansas
$7K 100 +100 New
BCMIO
995
Beacon Capital Management Inc (Ohio)
Ohio
$7K 100 +100 New
MIM
996
Marco Investment Management
Georgia
$6.16K 89,226 +9,985 +13%
HRC
997
Hoertkorn Richard Charles
$5K 72 +72 New
CCM
998
Chilton Capital Management
Texas
$4.56K 66
SFPIA
999
Stevens First Principles Investment Advisors
California
$4K 63
LFG
1000
LifePlan Financial Group
Ohio
$2K 30