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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 %
TCMG
526
TSP Capital Management Group
New Jersey
$2.16M -$2.18M
AP
527
Advisor Partners
California
$2.14M -$48.6K -498 -2%
NSB
528
Norway Savings Bank
Maine
$2.13M +$133K +1,365 +7%
IRF
529
IBM Retirement Fund
New York
$2.12M +$3.71K +38 +0.2%
SWM
530
Spire Wealth Management
Virginia
$2.11M +$37.5K +384 +2%
GT
531
Greenleaf Trust
Michigan
$2.11M -$468K -4,795 -18%
LDB
532
Lee, Danner & Bass
Tennessee
$2.11M -$4.88K -50 -0.2%
PWP
533
Principle Wealth Partners
Connecticut
$2.1M +$82.9K +850 +4%
WP
534
WealthShield Partners
North Carolina
$2.08M +$555K +5,687 +36%
MFG
535
Merit Financial Group
Georgia
$2.06M +$13.8K +141 +0.7%
PHIMC
536
Private Harbour Investment Management & Counsel
Ohio
$2.06M -$52.4K -537 -2%
PFM
537
Premier Fund Managers
United Kingdom
$2.06M +$388K +3,950 +23%
V
538
Veritable
Delaware
$2.05M -$85.5K -876 -4%
SSWG
539
Seven Springs Wealth Group
Tennessee
$2.05M +$242K +2,481 +13%
WCAMG
540
Woodard & Company Asset Management Group
North Carolina
$2.04M -$44.7K -458 -2%
PA
541
Pinnacle Associates
New York
$2.04M -$10.9K -112 -0.5%
JWCA
542
J.W. Cole Advisors
Florida
$2.03M +$382K +3,912 +23%
GW
543
GW & Wade
Massachusetts
$2.03M -$1.76K -18 -0.1%
PFS
544
Physicians Financial Services
North Carolina
$2.03M -$1.56K -16 -0.1%
NHC
545
Nicholas Hoffman & Company
Georgia
$2.02M -$92.9K -952 -4%
ZCM
546
Ziegler Capital Management
Illinois
$2M -$813K -8,288 -29%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.99M +$38.9K +399 +2%
MHI
548
Miller Howard Investments
New York
$1.99M -$6.34K -65 -0.3%
BCM
549
Brookstone Capital Management
Illinois
$1.98M -$4.28M -42,481 -68%
CFGS
550
Concourse Financial Group Securities
Alabama
$1.98M -$106K -1,084 -5%