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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 %
MS
801
Madden Securities
Texas
$898K -$37.8K -387 -4%
VCM
802
Violich Capital Management
California
$895K +$4.88K +50 +0.5%
BONH
803
Bank of New Hampshire
New Hampshire
$891K
BHC
804
Bowen Hanes & Co
Florida
$886K
SC
805
Scotia Capital
Ontario, Canada
$886K +$37.1K +380 +4%
CAM
806
Centre Asset Management
New York
$884K +$10.3K +100 +1%
APG
807
Abacus Planning Group
South Carolina
$884K +$14.6K +150 +2%
WGAM
808
Wilkinson Global Asset Management
New York
$878K
FNC
809
First National Corp
Massachusetts
$877K -$10.2K -105 -1%
CAG
810
Crestwood Advisors Group
Massachusetts
$877K +$15.7K +161 +2%
FNBOSM
811
First National Bank of South Miami
Florida
$876K +$92.7K +950 +12%
IB
812
Intrust Bank
Kansas
$872K +$53.2K +545 +6%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$871K -$13.9K -143 -2%
DAM
814
Doheny Asset Management
California
$870K
SNT
815
Security National Trust
West Virginia
$870K
KMWM
816
Keudell/Morrison Wealth Management
Oregon
$869K +$2.54K +26 +0.3%
CW
817
CreativeOne Wealth
Kansas
$867K +$286K +2,933 +49%
AWCI
818
Alpine Woods Capital Investors
New York
$860K -$4.88K -50 -0.6%
CI
819
Conning Inc
Connecticut
$856K -$148K -1,517 -15%
FPFS
820
First Personal Financial Services
North Carolina
$854K
SCI
821
Stableford Capital II
Arizona
$851K -$21.8K -215 -3%
HPC
822
HM Payson & Co
Maine
$848K +$8.29K +85 +1%
TFS
823
TrustCore Financial Services
Tennessee
$845K -$13.2K -135 -2%
CSIC
824
Clifford Swan Investment Counsel
California
$844K
HCM
825
Hodges Capital Management
Texas
$844K +$51.2K +525 +6%