Opus Investment Management Decreased Duke Energy Corp. (DUK) Position; Capital International Has Boosted Jpmorgan Chase And Co (JPM) Holding

December 7, 2017 - By Vivian Currie

Opus Investment Management Inc decreased Duke Energy Corp. (DUK) stake by 6.31% reported in 2017Q2 SEC filing. Opus Investment Management Inc sold 5,000 shares as Duke Energy Corp. (DUK)’s stock rose 6.39%. The Opus Investment Management Inc holds 74,200 shares with $6.20 million value, down from 79,200 last quarter. Duke Energy Corp. now has $61.82B valuation. The stock increased 0.40% or $0.35 during the last trading session, reaching $88.31. About 1.97M shares traded. Duke Energy Corporation (NYSE:DUK) has risen 8.31% since December 7, 2016 and is uptrending. It has underperformed by 8.39% the S&P500.

Capital International Inc increased Jpmorgan Chase And Co (JPM) stake by 27.34% reported in 2017Q2 SEC filing. Capital International Inc acquired 12,000 shares as Jpmorgan Chase And Co (JPM)’s stock declined 6.04%. The Capital International Inc holds 55,889 shares with $5.11 million value, up from 43,889 last quarter. Jpmorgan Chase And Co now has $364.03 billion valuation. The stock decreased 0.75% or $0.79 during the last trading session, reaching $104.93. About 15.48 million shares traded or 23.25% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since December 7, 2016 and is uptrending. It has outperformed by 17.04% the S&P500.

Investors sentiment decreased to 1.05 in Q2 2017. Its down 0.05, from 1.1 in 2017Q1. It fall, as 42 investors sold DUK shares while 366 reduced holdings. 80 funds opened positions while 349 raised stakes. 384.16 million shares or 0.66% more from 381.63 million shares in 2017Q1 were reported. New England Private Wealth Advisors Ltd invested in 0.32% or 12,578 shares. First Foundation Advsrs owns 4,574 shares for 0.02% of their portfolio. Fincl Counselors Inc holds 0.58% or 138,747 shares. Palladium Prtn Limited Liability Corp owns 19,680 shares or 0.13% of their US portfolio. Van Eck Assoc has invested 0.01% in Duke Energy Corporation (NYSE:DUK). Australia-based Rare has invested 0.01% in Duke Energy Corporation (NYSE:DUK). Regal Ltd Llc holds 0.7% in Duke Energy Corporation (NYSE:DUK) or 33,919 shares. Bnp Paribas Asset Mgmt Hldgs accumulated 97,697 shares. Camarda Advisors Limited Co reported 2,130 shares stake. Lakeview Capital Ltd Liability Co owns 10,918 shares or 0.75% of their US portfolio. State Of Alaska Department Of Revenue reported 131,309 shares or 0.75% of all its holdings. Heritage Wealth Advsr invested in 2,876 shares or 0.12% of the stock. 4.79 million are owned by Fmr Ltd Llc. Folger Nolan Fleming Douglas Capital Incorporated invested in 16,561 shares. Live Your Vision Limited invested 0.01% of its portfolio in Duke Energy Corporation (NYSE:DUK).

Analysts await Duke Energy Corporation (NYSE:DUK) to report earnings on February, 15. They expect $0.92 earnings per share, up 13.58% or $0.11 from last year’s $0.81 per share. DUK’s profit will be $643.98 million for 24.00 P/E if the $0.92 EPS becomes a reality. After $1.59 actual earnings per share reported by Duke Energy Corporation for the previous quarter, Wall Street now forecasts -42.14% negative EPS growth.

Among 19 analysts covering Duke Energy (NYSE:DUK), 3 have Buy rating, 2 Sell and 14 Hold. Therefore 16% are positive. Duke Energy had 59 analyst reports since August 7, 2015 according to SRatingsIntel. As per Friday, August 7, the company rating was maintained by Deutsche Bank. Wells Fargo downgraded Duke Energy Corporation (NYSE:DUK) on Tuesday, February 2 to “Market Perform” rating. The firm earned “Neutral” rating on Monday, October 19 by SunTrust. The firm has “Hold” rating by SunTrust given on Monday, October 23. The rating was upgraded by UBS on Tuesday, December 22 to “Buy”. The firm has “Hold” rating given on Wednesday, October 18 by KeyBanc Capital Markets. The firm has “Neutral” rating given on Monday, September 26 by SunTrust. The rating was initiated by Citigroup with “Neutral” on Friday, September 18. The stock has “Hold” rating by SunTrust on Monday, December 4. The company was maintained on Thursday, May 11 by BMO Capital Markets.

Capital International Inc decreased Medtronic Plc (NYSE:MDT) stake by 5,500 shares to 48,900 valued at $4.34 million in 2017Q2. It also reduced Hexcel Corporation (NYSE:HXL) stake by 22,900 shares and now owns 49,200 shares. Chevron Corp (NYSE:CVX) was reduced too.

Among 32 analysts covering JPMorgan Chase & Co (NYSE:JPM), 17 have Buy rating, 2 Sell and 13 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 88 analyst reports since July 21, 2015 according to SRatingsIntel. UBS reinitiated the stock with “Buy” rating in Wednesday, January 11 report. The firm earned “Outperform” rating on Thursday, August 10 by Wells Fargo. Jefferies maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Tuesday, June 6. Jefferies has “Buy” rating and $10200 target. The rating was maintained by Robert W. Baird with “Hold” on Wednesday, September 20. Nomura maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, October 13 with “Neutral” rating. On Monday, January 18 the stock rating was upgraded by Atlantic Securities to “Overweight”. On Monday, October 5 the stock rating was maintained by Citigroup with “Buy”. The firm earned “Buy” rating on Wednesday, February 24 by Jefferies. The rating was downgraded by Portales Partners on Monday, February 22 to “Underperform”. On Monday, August 17 the stock rating was upgraded by KBW to “Outperform”.

Investors sentiment increased to 1.19 in Q2 2017. Its up 0.32, from 0.87 in 2017Q1. It improved, as 56 investors sold JPM shares while 678 reduced holdings. 146 funds opened positions while 731 raised stakes. 2.69 billion shares or 4.21% more from 2.58 billion shares in 2017Q1 were reported. Destination Wealth Mgmt reported 18,087 shares. Buckingham Management Inc invested in 116,531 shares or 1.25% of the stock. Rbo Commerce Ltd Limited Liability Company owns 135,978 shares for 3.36% of their portfolio. Stifel accumulated 4.20M shares. Northwest Counselors Ltd Company reported 1,803 shares stake. Tctc Limited Company owns 355,711 shares or 2.22% of their US portfolio. Lincluden stated it has 146,520 shares or 1.15% of all its holdings. Cwm Llc holds 0.07% or 14,429 shares in its portfolio. Blume holds 1.63% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 31,468 shares. Moreover, Ing Groep Nv has 0.62% invested in JPMorgan Chase & Co. (NYSE:JPM) for 355,100 shares. Lloyds Banking Grp Public Limited Company stated it has 28,209 shares. Hl Svcs Ltd Limited Liability Company holds 4.41% in JPMorgan Chase & Co. (NYSE:JPM) or 2.41M shares. Homrich And Berg owns 11,074 shares for 0.09% of their portfolio. Buckhead Management Ltd Liability Com reported 2.57% stake. Hanseatic Mgmt Ser holds 0.01% or 315 shares in its portfolio.

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