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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 %
CP
1101
Corbenic Partners
Pennsylvania
$147K
Carson Wealth (CWM LLC)
1102
Carson Wealth (CWM LLC)
Nebraska
$145K -$532K -6,336 -79%
AIM
1103
Advantage Investment Management
Iowa
$143K -$41.3K -493 -22%
MCA
1104
Mercer Capital Advisers
New Jersey
$143K
CAM
1105
Cacti Asset Management
Georgia
$140K
HFM
1106
Hartford Financial Management
Connecticut
$139K
WC
1107
Whitnell & Co
Illinois
$137K
VIA
1108
Vantage Investment Advisors
Pennsylvania
$136K
GLI
1109
Guardian Life Insurance
New York
$134K +$841 +10 +0.6%
WAP
1110
Wealthcare Advisory Partners
Pennsylvania
$131K +$131K +1,555 New
NSIM
1111
North Star Investment Management
Illinois
$129K
PMFA
1112
Plante Moran Financial Advisors
Michigan
$126K -$13.5K -161 -10%
JAM
1113
Jolley Asset Management
North Carolina
$126K
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$116K +$2.94K +35 +3%
JGIA
1115
Jackson Grant Investment Advisers
Connecticut
$112K -$24.6K -293 -18%
NCM
1116
Nelson Capital Management
California
$112K
WA
1117
Winfield Associates
Ohio
$111K +$168 +2 +0.2%
WPA
1118
West Paces Advisors
Georgia
$110K
BRC
1119
Bell Rock Capital
Delaware
$109K
PCTC
1120
Perkins Coie Trust Company
Washington
$107K
BL
1121
Balentine LLC
Georgia
$106K +$34K +405 +47%
BWM
1122
Baystate Wealth Management
Massachusetts
$104K -$8.47K -100 -8%
RE
1123
RBC Europe
United Kingdom
$103K +$103K +1,226 New
PSC
1124
Prentiss Smith & Co
Vermont
$100K
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$99K