DUK icon

Duke Energy

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
1026
Rodgers Brothers
Pennsylvania
$226K
CAM
1027
Cubic Asset Management
Massachusetts
$226K
BFIM
1028
Beese Fulmer Investment Management
Ohio
$224K
HWA
1029
Heritage Wealth Advisors
Virginia
$223K
1832 Asset Management
1030
1832 Asset Management
Ontario, Canada
$222K +$114K +1,461 +105%
AA
1031
Apriem Advisors
California
$220K -$52.2K -671 -19%
CA
1032
Capital Advantage
California
$220K
CL
1033
CPWM LLC
Washington
$219K -$61.7K -793 -22%
TI
1034
Truepoint Inc
Ohio
$219K +$219K +2,779 New
MCM
1035
Monarch Capital Management
Indiana
$218K
BA
1036
Bristol Advisors
Pennsylvania
$217K +$217K +2,800 New
EWM
1037
Evermay Wealth Management
Virginia
$216K
DOA
1038
D'Orazio & Associates
Virginia
$216K +$2.1K +27 +1%
WPP
1039
Whalerock Point Partners
Rhode Island
$216K +$216K +2,793 New
EM
1040
Excalibur Management
Massachusetts
$215K
CA
1041
Cornerstone Advisory
Maryland
$215K
AI
1042
Accredited Investors
Minnesota
$215K +$1.32K +17 +0.6%
SAM
1043
Shamrock Asset Management
Texas
$215K +$25.2K +325 +13%
CHP
1044
Cable Hill Partners
Oregon
$214K -$60.5K -778 -22%
GIP
1045
Granite Investment Partners
California
$212K -$83K -1,069 -28%
PWP
1046
Private Wealth Partners
California
$210K
GHA
1047
GW Henssler & Associates
Georgia
$209K -$86.1K -1,109 -29%
BWFM
1048
Bridgewater Wealth & Financial Management
Maryland
$207K -$46.5K -600 -18%
PMFA
1049
Plante Moran Financial Advisors
Michigan
$206K -$8.92K -115 -4%
VNA
1050
Valley National Advisers
Pennsylvania
$206K -$3.11K -40 -1%