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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 %
FRA
951
Front Row Advisors
California
$617K
GIA
952
Gateway Investment Advisers
Ohio
$616K -$17.1K -175 -3%
SFP
953
Sandbox Financial Partners
Maryland
$616K +$43.9K +450 +8%
BHBT
954
Burke & Herbert Bank & Trust
Virginia
$615K +$49.6K +508 +9%
OQS
955
Occudo Quantitative Strategies
Florida
$612K +$612K +6,268 New
EWA
956
ERTS Wealth Advisors
Michigan
$611K -$6.83K -70 -1%
TW
957
Transform Wealth
Colorado
$609K -$84K -861 -12%
AIM
958
Aspen Investment Management
Michigan
$608K +$14.4K +147 +2%
MMG
959
Monetary Management Group
Missouri
$608K +$176K +1,800 +41%
WSC
960
Wellington Shields & Co
New York
$607K +$585 +6 +0.1%
SFI
961
SPC Financial Inc
Maryland
$602K -$22.7K -233 -4%
FFWM
962
Future Financial Wealth Management
Ohio
$602K
CCWA
963
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$602K +$58.3K +598 +11%
CCIA
964
Campbell & Co Investment Adviser
Maryland
$600K +$600K +6,150 New
AIC
965
Archer Investment Corporation
Indiana
$599K +$77.1K +790 +15%
CL
966
CSS LLC
Illinois
$594K
NSIM
967
North Star Investment Management
Illinois
$593K
OPA
968
Old Port Advisors
Maine
$591K +$20.4K +200 +4%
FAM
969
Formidable Asset Management
Ohio
$590K +$683 +7 +0.1%
DA
970
Detalus Advisors
Missouri
$588K +$24.6K +252 +4%
EWA
971
EP Wealth Advisors
California
$587K -$119K -1,222 -17%
GB
972
Goepper Burkhardt
South Carolina
$587K -$98 -1 -0%
SACTSONJ
973
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$586K
VWA
974
V Wealth Advisors
Kansas
$585K +$1.37K +14 +0.2%
CAI
975
Capital Advisors Inc
Oklahoma
$584K -$42.4K -435 -7%