DUK icon

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 %
SBL
1126
Sargent Bickham Lagudis
Colorado
$99K +$70.2K +837 +243%
OAM
1127
Oppenheimer Asset Management
New York
$92K +$1.27K +15 +1%
HS
1128
Horan Securities
United States
$90K
BFEC
1129
Benjamin F. Edwards & Company
Missouri
$89K -$22.1K -263 -20%
ATC
1130
Adirondack Trust Company
New York
$89K
LC
1131
Landaas & Company
Wisconsin
$89K +$89K +1,056 New
OFS
1132
Orrstown Financial Services
Pennsylvania
$87K
ACM
1133
Armbruster Capital Management
New York
$83K
WIM
1134
Westside Investment Management
California
$71.9K
CWM
1135
Cranbrook Wealth Management
Michigan
$70K
GAM
1136
Gemmer Asset Management
California
$67K -$25.6K -306 -28%
HWM
1137
Holloway Wealth Management
Florida
$67K -$67K
SMG
1138
Spectrum Management Group
Indiana
$66K +$66K +787 New
TI
1139
Truepoint Inc
Ohio
$65K -$164K -1,959 -72%
VC
1140
Vestor Capital
Illinois
$64K
LWM
1141
Lenox Wealth Management
Ohio
$61K
FCMT
1142
Founders Capital Management (Texas)
Texas
$60K
FMTCOCP
1143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56.1K
SIAS
1144
Shine Investment Advisory Services
Colorado
$56K
MWM
1145
MinichMacGregor Wealth Management
New York
$53K
CPA
1146
Clear Perspective Advisors
Illinois
$53K +$3.29K +39 +7%
HWP
1147
Hefty Wealth Partners
Indiana
$50K +$1.35K +16 +3%
SIM
1148
Sonora Investment Management
Arizona
$49.1K
CIA
1149
Cascade Investment Advisors
Oregon
$49.1K
AF
1150
Allworth Financial
California
$49K -$2.78K -33 -5%