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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 %
WA
851
Wambolt & Associates
Colorado
$789K
C
852
Certuity
Florida
$789K +$129K +1,323 +20%
LWAM
853
Legacy Wealth Asset Management
Minnesota
$787K +$7.61K +78 +1%
FBB
854
Fulton Breakefield Broenniman
Maryland
$783K +$104K +1,065 +15%
HFS
855
Horizon Financial Services
North Carolina
$778K -$94.3K -966 -11%
Fisher Asset Management
856
Fisher Asset Management
Washington
$775K +$90.3K +925 +13%
CFN
857
Cordasco Financial Network
Florida
$774K +$2.15K +22 +0.3%
MAM
858
Madison Asset Management
Wisconsin
$772K +$15K +154 +2%
CAM
859
Carret Asset Management
New York
$770K -$16K -164 -2%
BHIA
860
Birch Hill Investment Advisors
Massachusetts
$770K
CPSAC
861
Chas P. Smith & Associates (CPS)
Florida
$762K -$1.95K -20 -0.3%
ATPW
862
Ashton Thomas Private Wealth
Arizona
$757K +$11.2K +115 +2%
WCM
863
Washington Capital Management
Washington
$757K -$20K -205 -3%
FG
864
Fiduciary Group
Georgia
$754K -$17.5K -169 -2%
MAFM
865
Mid Atlantic Financial Management
Pennsylvania
$753K +$1.76K +18 +0.2%
IAS
866
Investment Advisory Services
Texas
$753K +$6.73K +69 +0.9%
WA
867
WBH Advisory
Maryland
$752K +$488 +5 +0.1%
KIA
868
KCM Investment Advisors
California
$745K +$3.51K +36 +0.5%
CCM
869
Compton Capital Management
Rhode Island
$743K
BWM
870
Buckley Wealth Management
Nevada
$743K
TTWM
871
TCV Trust & Wealth Management
Virginia
$742K -$14.6K -150 -2%
SWM
872
Segment Wealth Management
Texas
$741K -$9.76K -100 -1%
DCM
873
Dupont Capital Management
Delaware
$738K -$363K -3,721 -33%
DT
874
Diversified Trust
Tennessee
$735K -$1.66K -17 -0.2%
ACA
875
Aptus Capital Advisors
Alabama
$733K -$8.1K -83 -1%