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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 %
MGIA
1051
Moneta Group Investment Advisors
Missouri
$485K +$25.4K +260 +6%
WTC
1052
WhitTier Trust Company
Nevada
$484K -$7.32K -75 -1%
DMBA
1053
Deseret Mutual Benefit Administrators
Utah
$483K -$154K -1,579 -24%
JFGLC
1054
Johnson Financial Group LLC (Colorado)
Colorado
$480K -$94.5K -970 -16%
SP
1055
Symmetry Partners
Connecticut
$479K -$129K -1,285 -21%
NB
1056
NBT Bank
New York
$479K -$7.32K -75 -2%
SGK
1057
Steigerwald Gordon & Koch
Virginia
$479K +$2.93K +30 +0.6%
VWA
1058
Visionary Wealth Advisors
Illinois
$475K -$3.42K -35 -0.7%
CAM
1059
Campion Asset Management
Virginia
$475K
ABC
1060
Associated Banc-Corp
Wisconsin
$475K +$195 +2 +0%
IWA
1061
Intercontinental Wealth Advisors
Texas
$473K -$281K -2,885 -37%
PFGIA
1062
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$54.9K +563 +13%
NP
1063
NorthRock Partners
Minnesota
$472K +$69.1K +708 +17%
NCM
1064
Novare Capital Management
North Carolina
$472K +$88.6K +909 +23%
GP
1065
Girard Partners
Pennsylvania
$471K +$18K +185 +4%
TIA
1066
Tiemann Investment Advisors
California
$469K -$26.1K -268 -5%
CT
1067
Coastline Trust
Rhode Island
$469K
WFM
1068
Wolff Financial Management
Michigan
$469K +$469K +4,810 New
HWA
1069
Heritage Wealth Advisors
Virginia
$467K
CAM
1070
Costello Asset Management
Pennsylvania
$465K +$70.2K +719 +18%
EWM
1071
Empirical Wealth Management
Washington
$464K +$218K +2,235 +89%
AMM
1072
American Money Management
California
$463K +$463K +4,740 New
FPGK
1073
Financial Partners Group (Kansas)
Kansas
$462K +$195 +2 +0%
AW
1074
Alaethes Wealth
Nevada
$461K -$30.6K -314 -6%
MIP
1075
Marietta Investment Partners
Wisconsin
$461K