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Duke Energy

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
976
Clarius Group LLC
Washington
$703K +$21.6K +206 +3%
FCFS
977
First Command Financial Services
Texas
$695K +$28.7K +274 +4%
LIM
978
Longfellow Investment Management
Massachusetts
$694K
EWM
979
Endurance Wealth Management
Rhode Island
$693K -$21K -200 -3%
KFGK
980
Keystone Financial Group (Kentucky)
Kentucky
$693K -$8.08K -77 -1%
BNP Paribas Asset Management
981
BNP Paribas Asset Management
France
$692K -$640K -6,106 -48%
DT
982
Diversified Trust
Tennessee
$688K -$102K -975 -13%
HCM
983
Hengehold Capital Management
Ohio
$688K -$23.5K -224 -3%
PG
984
Patten Group
Tennessee
$684K -$34.5K -329 -5%
FM
985
Family Management
New York
$683K +$6.09K +58 +0.9%
OFG
986
OmniStar Financial Group
North Carolina
$683K +$102K +973 +18%
TIA
987
Traphagen Investment Advisors
New Jersey
$683K +$285K +1,988 +72%
NFSG
988
Newbridge Financial Services Group
Florida
$682K +$60.5K +577 +10%
FIM
989
Fruth Investment Management
Texas
$680K -$59.1K -564 -8%
PTC
990
Philadelphia Trust Company
Pennsylvania
$679K +$6.29K +60 +0.9%
SS
991
Sunbelt Securities
Texas
$678K +$20.2K +193 +3%
GVAG
992
Great Valley Advisor Group
Delaware
$678K +$148K +1,433 +28%
KA
993
Kovack Advisors
Florida
$677K -$3.15K -30 -0.5%
SFP
994
Sandbox Financial Partners
Maryland
$677K +$14.9K +142 +2%
EWM
995
EPG Wealth Management
Georgia
$673K +$7.44K +71 +1%
CAM
996
Costello Asset Management
Pennsylvania
$671K +$172K +1,635 +34%
AWM
997
Avior Wealth Management
Nebraska
$668K -$10.2K -97 -1%
FRA
998
Front Row Advisors
California
$664K
RA
999
RFG Advisory
Alabama
$663K -$86.7K -827 -12%
MSS
1000
Mitchell Sinkler & Starr
Pennsylvania
$663K