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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 %
BWA
1126
BDO Wealth Advisors
Florida
$222K
MIM
1127
Montgomery Investment Management
Maryland
$221K
JCM
1128
Jacobi Capital Management
Pennsylvania
$221K +$11.4K +138 +5%
FC
1129
Financial Consulate
Maryland
$221K +$18.9K +225 +9%
EIM
1130
Essex Investment Management
Massachusetts
$220K
JWBC
1131
J.W. Burns & Co
New York
$220K
FMP
1132
Financial Management Professionals
Texas
$220K
VNA
1133
Valley National Advisers
Pennsylvania
$219K +$1.51K +18 +0.7%
PMG
1134
ProVise Management Group
Florida
$217K +$217K +2,584 New
AHC
1135
Adell Harriman & Carpenter
Texas
$216K +$8.41K +100 +4%
GIP
1136
Greatmark Investment Partners
Georgia
$214K -$82.6K -981 -28%
CM
1137
Cornerstone Management
Georgia
$214K +$7.99K +95 +4%
AWM
1138
Avior Wealth Management
Nebraska
$213K +$5.21K +62 +3%
FAIM
1139
Financial Advocates Investment Management
Washington
$213K +$213K +2,538 New
VCM
1140
Vision Capital Management
Oregon
$212K
EHC
1141
Everett Harris & Co
California
$211K +$211K +2,503 New
AAS
1142
Annex Advisory Services
Wisconsin
$211K +$211K +2,508 New
SFG
1143
SNS Financial Group
Minnesota
$210K -$79.3K -942 -27%
SJL
1144
Shayne & Jacobs LLC
Tennessee
$210K
KACA
1145
Kayne Anderson Capital Advisors
California
$210K
NWP
1146
Northstar Wealth Partners
Connecticut
$210K +$5.03K +61 +2%
GHA
1147
GW Henssler & Associates
Georgia
$210K +$210K +2,497 New
PIM
1148
Provident Investment Management
Michigan
$210K +$210K +2,500 New
CAM
1149
Cubic Asset Management
Massachusetts
$209K -$16.8K -199 -7%
FLII
1150
First Long Island Investors
New York
$209K +$588 +7 +0.3%