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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 %
RPC
1276
Rossmore Private Capital
Connecticut
$27K +$27K +321 New
LF
1277
Lee Financial
Texas
$26K
HCM
1278
Highlander Capital Management
New Jersey
$25K
PRS
1279
Pinkerton Retirement Specialists
Idaho
$25K +$25K +300 New
PCM
1280
Poehling Capital Management
Wisconsin
$25K +$25K +300 New
TFO
1281
Tarbox Family Office
California
$24K
POIA
1282
Pin Oak Investment Advisors
Texas
$24K +$24K +288 New
SIA
1283
SeaBridge Investment Advisors
New Jersey
$22K
AWMS
1284
Advocacy Wealth Management Services
Georgia
$22K
SHJ
1285
Sharkey, Howes & Javer
Colorado
$22K
Financial Engines Advisors
1286
Financial Engines Advisors
California
$22K +$22K +260 New
JWA
1287
JFS Wealth Advisors
Pennsylvania
$22K +$22K +261 New
TDC
1288
Thompson Davis & Co
Virginia
$21K -$21.7K -252 -51%
LYV
1289
Live Your Vision
Pennsylvania
$21K
AP
1290
Atwood & Palmer
Missouri
$21K
PW
1291
Price Wealth
Texas
$21K +$21K +258 New
AW
1292
Alpha Windward
Massachusetts
$20K -$3K -35 -13%
LWA
1293
Lowe Wealth Advisors
Maryland
$20K
JFA
1294
JNBA Financial Advisors
Minnesota
$20K
OFW
1295
Omnia Family Wealth
Florida
$20K +$12K +143 +151%
MCM
1296
Monument Capital Management
Virginia
$20K +$20K +242 New
RIA
1297
RPG Investment Advisory
California
$19K
HFP
1298
Holistic Financial Partners
Indiana
$19K +$19K +222 New
TC
1299
Trust Company
Kansas
$18K
AS
1300
Altshuler Shaham
Israel
$18K +$18K +217 New