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Duke Energy

1,634 hedge funds and large institutions have $46.5B invested in Duke Energy in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 733 increasing their positions, 546 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.7%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
88
Increased
733
Reduced
546
Closed
77
Calls
$454M
Puts
$367M
Net Calls
+$86.5M
Net Calls Change
+$80.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
351
Fayez Sarofim & Co
Texas
$4.61M -$252K -2,586 -5%
OIM
352
Opus Investment Management
Massachusetts
$4.61M
WLPWM
353
Walled Lake Planning & Wealth Management
Illinois
$4.6M +$66.3K +679 +1%
TSW
354
Thompson Siegel & Walmsley
Virginia
$4.54M -$130K -1,332 -3%
GC
355
Guardian Capital
Ontario, Canada
$4.54M +$127K +1,300 +3%
LIM
356
Leavell Investment Management
Alabama
$4.49M -$22.8K -234 -0.5%
BSPF
357
British Steel Pension Fund
United Kingdom
$4.48M -$4.39M -45,000 -50%
KRS
358
Kentucky Retirement Systems
Kentucky
$4.46M +$87K +892 +2%
SPC
359
Sigma Planning Corp
Michigan
$4.45M -$164K -1,676 -4%
Brown Advisory
360
Brown Advisory
Maryland
$4.44M +$287K +2,945 +7%
SBWIC
361
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.42M +$88.2K +904 +2%
NEAM
362
New England Asset Management
Connecticut
$4.4M +$166K +1,700 +4%
SFI
363
Siemens Fonds Invest
Germany
$4.36M +$104K +1,061 +2%
CIAS
364
Capital Investment Advisory Services
North Carolina
$4.34M +$207K +2,125 +5%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$4.34M -$352K -3,612 -8%
AI
366
Atria Investments
North Carolina
$4.33M -$210K -2,147 -5%
GWM
367
Geneos Wealth Management
Colorado
$4.29M +$83.3K +846 +2%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$4.29M +$275K +2,822 +7%
SFA
369
Semmax Financial Advisors
North Carolina
$4.26M -$307K -3,145 -7%
CWM
370
CIBC World Markets
New York
$4.23M -$979K -10,038 -19%
CA
371
Commerzbank Aktiengesellschaft
Germany
$4.2M +$104K +1,068 +3%
HIC
372
Holderness Investments Company
North Carolina
$4.17M -$88.8K -910 -2%
HI
373
Harbour Investments
Wisconsin
$4.16M -$581K -5,956 -12%
BIAS
374
Beacon Investment Advisory Services
New Jersey
$4.12M +$40.7K +417 +1%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$4.11M +$698K +7,150 +20%