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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 %
FWP
776
FAS Wealth Partners
Kansas
$960K +$102K +1,042 +12%
FNBTCON
777
First National Bank & Trust Co of Newtown
Pennsylvania
$959K -$4.88K -50 -0.5%
AWA
778
AmeriServ Wealth Advisors
Pennsylvania
$950K -$42.2K -432 -4%
JAG
779
Journey Advisory Group
Kentucky
$949K -$1.24M -12,734 -57%
MWM
780
Meridian Wealth Management
Kentucky
$943K +$104K +1,067 +12%
HIS
781
Horizon Investment Services
Indiana
$938K +$5.76K +59 +0.6%
PIM
782
Perpetual Investment Management
Australia
$937K
CC
783
Chicago Capital
Illinois
$937K +$78.1K +800 +9%
ERSOT
784
Employees Retirement System of Texas
Texas
$937K +$937K +9,600 New
WA
785
Wealth Alliance
New York
$935K -$10.9K -112 -1%
IWC
786
Integrated Wealth Concepts
Massachusetts
$933K +$63.8K +653 +7%
LNWWM
787
Laird Norton Wetherby Wealth Management
California
$930K -$9.86K -101 -1%
NL
788
NVWM LLC
Pennsylvania
$926K +$46.1K +472 +5%
GWM
789
GSB Wealth Management
Connecticut
$922K -$235K -2,409 -20%
EF
790
Empirical Finance
Pennsylvania
$919K +$55K +563 +6%
HFG
791
Heron Financial Group
New York
$917K +$23.9K +245 +3%
VLKIM
792
Van Lanschot Kempen Investment Management
Netherlands
$916K
CTA
793
Chesley Taft & Associates
Illinois
$909K +$46.3K +475 +5%
CS
794
Capital Square
Tennessee
$905K +$10.7K +109 +1%
PA
795
Parallel Advisors
California
$903K -$86.2K -883 -9%
JSL
796
JT Stratford LLC
Georgia
$903K -$20.9K -214 -2%
MFG
797
MidWestOne Financial Group
Iowa
$902K -$9.66K -99 -1%
DFA
798
Delta Financial Advisors
Louisiana
$899K -$5.66K -58 -0.6%
WSFS
799
Wilmington Savings Fund Society
Delaware
$899K -$4.98K -51 -0.6%
SS
800
Simplicity Solutions
Minnesota
$899K +$126K +1,287 +16%