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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 %
GT
826
Glenview Trust
Kentucky
$843K +$24.4K +250 +3%
BC
827
Barnett & Company
Tennessee
$842K +$13.3K +136 +2%
DTL
828
Dynamic Technology Lab
Singapore
$840K -$3.99M -40,872 -83%
RIA
829
Realta Investment Advisors
Delaware
$840K +$14.7K +151 +2%
ACM
830
Ategra Capital Management
Virginia
$839K -$40.7K -417 -5%
WFI
831
West Family Investments
California
$838K +$393K +4,031 +88%
IF
832
Intrua Financial
Texas
$837K +$270K +2,624 +48%
BFO
833
Biltmore Family Office
North Carolina
$835K +$293 +3 +0%
TCA
834
Transcend Capital Advisors
New Jersey
$835K +$270K +2,615 +48%
WT
835
Whittier Trust
California
$829K +$3.61K +37 +0.4%
DP
836
Dearborn Partners
Illinois
$823K -$6.44K -66 -0.8%
9WM
837
9258 Wealth Management
Ohio
$819K -$21.7K -222 -3%
GC
838
Grimes & Company
Massachusetts
$815K +$3.42K +35 +0.4%
SCM
839
Shelton Capital Management
Colorado
$813K -$912K -9,350 -53%
BCM
840
BTR Capital Management
California
$812K
JGUA
841
John G. Ullman & Associates
New York
$812K
BOPW
842
Brandywine Oak Private Wealth
Pennsylvania
$809K +$293 +3 +0%
MGAM
843
McGowan Group Asset Management
Texas
$808K +$195 +2 +0%
ARMC
844
American Research & Management Company
Massachusetts
$805K -$29.3K -300 -4%
WGA
845
Weather Gauge Advisory
Virginia
$803K +$683 +7 +0.1%
VVP
846
Venture Visionary Partners
Ohio
$801K +$184K +1,891 +30%
OIA
847
Optimum Investment Advisors
Illinois
$796K -$239K -2,453 -23%
MW
848
Marcum Wealth
Ohio
$796K -$167K -1,713 -17%
CCA
849
Checchi Capital Advisers
California
$796K -$31.8K -326 -4%
Cerity Partners
850
Cerity Partners
New York
$789K -$189K -1,935 -19%