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Duke Energy

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
1151
Hefty Wealth Partners
Indiana
$48K
TWMP
1152
Taylor Wealth Management Partners
Massachusetts
$45K
APSP
1153
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$417 +5 +0.9%
TDC
1154
Thompson Davis & Co
Virginia
$43K +$830 +10 +2%
AWMS
1155
Advocacy Wealth Management Services
Georgia
$39K
FWM
1156
Focused Wealth Management
New York
$38K -$2.27K -27 -6%
VCM
1157
Vigilant Capital Management
Maine
$38K
BWA
1158
Burt Wealth Advisors
Maryland
$38K
MIP
1159
Mondrian Investment Partners
United Kingdom
$36K -$29M -345,214 -100%
DBT
1160
Dubuque Bank & Trust
Iowa
$35K -$123K -1,479 -78%
WB
1161
Webster Bank
Connecticut
$35K -$1K -12 -3%
AC
1162
Alexandria Capital
Virginia
$34K
WAS
1163
Winch Advisory Services
Wisconsin
$33K +$16.9K +200 +105%
AIM
1164
Acrospire Investment Management
Illinois
$33K +$33K +400 New
TWA
1165
TCI Wealth Advisors
Arizona
$32K
LJHT
1166
Laurie J. Hall Trustee
$31.3K
PCP
1167
Proficio Capital Partners
Massachusetts
$31K -$847 -10 -3%
PFGIA
1168
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$2.62K -31 -8%
AI
1169
ArchPoint Investors
Florida
$30K
RFWA
1170
RPg Family Wealth Advisory
Massachusetts
$29.5K +$2.26K +27 +8%
HT
1171
Heritage Trust
Oklahoma
$29K
SBL
1172
Sargent Bickham Lagudis
Colorado
$29K
TC
1173
Trust Company
Kansas
$29K
PCFFS
1174
Pacific Center for Financial Services
California
$29K +$14.5K +174 +100%
HSA
1175
Hussman Strategic Advisors
Maryland
$28K