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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 %
WJWM
701
Williams Jones Wealth Management
New York
$1.21M -$16.6K -170 -1%
VCA
702
Verdence Capital Advisors
Maryland
$1.2M +$115K +1,183 +11%
M
703
MOTCO
Texas
$1.2M -$14.6K -150 -1%
TPA
704
Trivium Point Advisory
Connecticut
$1.19M -$48.4K -480 -4%
FTDI
705
First Trust Direct Indexing
Massachusetts
$1.19M +$127K +1,306 +12%
GA
706
Greytown Advisors
Florida
$1.18M +$92.6K +949 +8%
AIP
707
Ameritas Investment Partners
Nebraska
$1.18M +$97 +1 +0%
MCIA
708
Mountain Capital Investment Advisors
Colorado
$1.17M +$31.5K +313 +3%
WT
709
Washington Trust
Rhode Island
$1.16M
WDG
710
Wealth Dimensions Group
Ohio
$1.16M +$10.5K +108 +0.9%
FPCM
711
Financial Partners Capital Management
New York
$1.15M +$130K +1,335 +13%
SC
712
Sawyer & Company
Massachusetts
$1.15M
BI
713
Ballast Inc
Kentucky
$1.15M +$21.1K +216 +2%
SB
714
Strategic Blueprint
Georgia
$1.15M +$718K +7,362 +168%
TYCC
715
Texas Yale Capital Corp
Florida
$1.14M +$50.9K +521 +5%
LDFR
716
Lehman & Derafelo Financial Resources
Pennsylvania
$1.14M -$65K -666 -5%
HTC
717
Haverford Trust Company
Pennsylvania
$1.13M -$16.2K -166 -1%
DCM
718
Donaldson Capital Management
Indiana
$1.12M -$37.6K -385 -3%
UBV
719
United Bank (Virginia)
Virginia
$1.12M
TIA
720
Trust Investment Advisors
Indiana
$1.12M +$1.12M +11,475 New
Luther King Capital Management (LKCM)
721
Luther King Capital Management (LKCM)
Texas
$1.12M -$533K -5,464 -32%
AA
722
Advisory Alpha
Michigan
$1.11M -$19.4K -199 -2%
MHIC
723
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$17K +174 +2%
LC
724
LCNB Corp
Ohio
$1.11M +$108K +1,102 +11%
PAMP
725
Polar Asset Management Partners
Ontario, Canada
$1.11M +$1.11M +11,362 New