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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 %
GTAM
1201
Global Trust Asset Management
Florida
$115K +$115K +1,363 New
SAM
1202
Shamrock Asset Management
Texas
$115K +$115K +1,368 New
Carson Wealth (CWM LLC)
1203
Carson Wealth (CWM LLC)
Nebraska
$113K -$31.7K -378 -22%
NCM
1204
Nelson Capital Management
California
$112K
BRC
1205
Bell Rock Capital
Delaware
$110K
WPA
1206
West Paces Advisors
Georgia
$110K
PCTC
1207
Perkins Coie Trust Company
Washington
$108K
CLOS
1208
Compagnie Lombard Odier SCmA
Switzerland
$104K +$5.35K +64 +5%
RE
1209
RBC Europe
United Kingdom
$103K
TL
1210
TrueWealth LLC
Georgia
$102K +$102K +1,212 New
JAM
1211
Jolley Asset Management
North Carolina
$100K -$26.4K -313 -21%
PGWM
1212
Parisi Gray Wealth Management
New Jersey
$100K +$100K +1,197 New
BWM
1213
Baystate Wealth Management
Massachusetts
$94K
HS
1214
Horan Securities
United States
$92K +$10.1K +128 +12%
TFA
1215
Toth Financial Advisory
Virginia
$92K +$92K +1,097 New
ATC
1216
Adirondack Trust Company
New York
$89K
MCM
1217
Mainstay Capital Management
Michigan
$89K +$89K +1,058 New
OFS
1218
Orrstown Financial Services
Pennsylvania
$88K
NPP
1219
New Potomac Partners
Maryland
$88K +$88K +1,050 New
ACM
1220
Armbruster Capital Management
New York
$83K
VCM
1221
Vigilant Capital Management
Maine
$83K +$59.4K +704 +251%
GAM
1222
Gemmer Asset Management
California
$82K +$14.9K +178 +22%
SIM
1223
Sonora Investment Management
Arizona
$80K +$30.8K +366 +63%
SBL
1224
Sargent Bickham Lagudis
Colorado
$79K -$20.6K -244 -21%
MWM
1225
Mascoma Wealth Management
New Hampshire
$78K -$106K -1,381 -58%