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Duke Energy

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
1101
Beaton Management Company
Massachusetts
$236K +$168 +2 +0.1%
BFIM
1102
Beese Fulmer Investment Management
Ohio
$235K -$7.23K -86 -3%
WPP
1103
Whalerock Point Partners
Rhode Island
$235K
LIC
1104
Lodestar Investment Counsel
Illinois
$234K
CA
1105
Cornerstone Advisory
Maryland
$234K
TI
1106
Truepoint Inc
Ohio
$233K +$168K +2,000 +258%
BRA
1107
Bender Robert & Associates
California
$232K
UR
1108
USCA RIA
Texas
$231K -$1.14M -13,576 -83%
GLA
1109
Great Lakes Advisors
Illinois
$231K -$102K -1,208 -31%
AIP
1110
Ahrens Investment Partners
Louisiana
$231K +$6.3K +75 +3%
RMCM
1111
Reynders McVeigh Capital Management
Massachusetts
$230K
ERIM
1112
Eagle Ridge Investment Management
Connecticut
$229K -$4.63K -55 -2%
VIA
1113
Vantage Investment Advisors
Pennsylvania
$228K +$91.6K +1,089 +67%
MFW
1114
Mosaic Family Wealth
Missouri
$227K -$3.62K -43 -2%
PWP
1115
Private Wealth Partners
California
$227K
OPTFSNA
1116
Old Point Trust & Financial Services N A
Virginia
$227K
HIC
1117
Harvey Investment Company
Kentucky
$226K -$9.77K -116 -4%
NIA
1118
Northstar Investment Advisors
Colorado
$226K
WFMPM
1119
Woodley Farra Manion Portfolio Management
Indiana
$226K
DPIM
1120
Duff & Phelps Investment Management
Illinois
$225K -$12.6K -150 -5%
GEA
1121
Glen Eagle Advisors
New Jersey
$224K +$54.3K +646 +32%
CT
1122
Cambridge Trust
Massachusetts
$224K
BOTW
1123
Bank of the West
California
$223K -$209K -2,482 -48%
WWM
1124
Windsor Wealth Management
Indiana
$223K +$223K +2,647 New
PWLP
1125
Prio Wealth Limited Partnership
Massachusetts
$222K