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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 %
PCS
1001
Personal CFO Solutions
New Jersey
$550K +$3.52K +36 +0.6%
XF
1002
XML Financial
Maryland
$549K +$318K +3,255 +137%
VAM
1003
Verity Asset Management
North Carolina
$547K -$141K -1,448 -21%
LSPW
1004
Lake Street Private Wealth
Illinois
$547K -$22.5K -230 -4%
SWM
1005
Selective Wealth Management
Virginia
$546K -$365K -3,732 -40%
1832 Asset Management
1006
1832 Asset Management
Ontario, Canada
$545K +$545K +5,505 New
TW
1007
TrinityPoint Wealth
Connecticut
$544K +$170K +1,737 +45%
WI
1008
Wintrust Investments
Illinois
$543K -$6.73K -69 -1%
KPCM
1009
Kings Point Capital Management
New York
$543K
WI
1010
WrapManager Inc
California
$541K -$3.91K -40 -0.7%
KCM
1011
Kanawha Capital Management
Virginia
$541K +$2.54K +26 +0.5%
BFS
1012
Bard Financial Services
Connecticut
$540K
OFG
1013
OmniStar Financial Group
North Carolina
$540K +$540K +5,542 New
CWM
1014
Cornerstone Wealth Management
Missouri
$537K +$88.5K +907 +20%
PIMG
1015
Patriot Investment Management Group
Tennessee
$533K +$23.9K +245 +5%
SWM
1016
Sugarloaf Wealth Management
Georgia
$532K +$75.6K +775 +17%
WA
1017
Waverly Advisors
Alabama
$531K +$45.5K +454 +9%
BIA
1018
Bigelow Investment Advisors
Maine
$529K -$284K -2,908 -35%
FQ
1019
First Quadrant
California
$529K
BP
1020
Ballentine Partners
Massachusetts
$526K +$19.1K +196 +4%
DE
1021
Day & Ennis
Georgia
$525K +$19.4K +199 +4%
BCA
1022
Bay Colony Advisors
Massachusetts
$520K +$51.3K +526 +11%
LWM
1023
Loveless Wealth Management
Montana
$513K +$114K +1,170 +29%
CBT
1024
CoreFirst Bank & Trust
Kansas
$511K
DSC
1025
Duncker Streett & Co
Missouri
$511K +$488 +5 +0.1%