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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 %
SAM
1076
SignalPoint Asset Management
Missouri
$459K +$97 +1 +0%
Los Angeles Capital Management
1077
Los Angeles Capital Management
California
$458K -$1.12M -11,504 -71%
WDA
1078
Wendell David Associates
New Hampshire
$458K
IF
1079
IRON Financial
Illinois
$457K +$457K +4,681 New
KA
1080
KLCM Advisors
Wisconsin
$455K +$37.1K +380 +9%
LCM
1081
LVM Capital Management
Michigan
$452K
GIA
1082
Guyasuta Investment Advisors
Pennsylvania
$452K +$47.8K +490 +12%
WCA
1083
Westover Capital Advisors
Delaware
$451K -$11.3K -116 -2%
MWM
1084
Minot Wealth Management
Massachusetts
$448K +$34.2K +350 +8%
MCWS
1085
McKinley Carter Wealth Services
West Virginia
$447K +$92.1K +942 +26%
FHC
1086
First Heartland Consultants
Missouri
$445K -$268K -2,751 -38%
ACI
1087
Alpha Cubed Investments
California
$445K +$9.46K +97 +2%
EPWM
1088
Essex Private Wealth Management
Massachusetts
$444K -$16.7K -171 -4%
HWM
1089
Holloway Wealth Management
Florida
$444K -$450K
FAM
1090
Flaharty Asset Management
Florida
$443K -$127K -1,297 -22%
AssetMark Inc
1091
AssetMark Inc
California
$443K +$6.74K +69 +2%
CHA
1092
Carmichael Hill & Associates
Maryland
$440K +$780 +8 +0.2%
WHRC
1093
W.H. Reaves & Co
New Jersey
$438K
AO
1094
Advisor OS
Illinois
$433K +$54.7K +561 +14%
AWAP
1095
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K -$14.3K -146 -3%
CF
1096
Centaurus Financial
California
$429K +$16.1K +165 +4%
RWA
1097
Redhawk Wealth Advisors
Minnesota
$429K +$187K +1,916 +77%
MCM
1098
Marathon Capital Management
Maryland
$427K
P
1099
&Partners
Tennessee
$427K +$19.9K +204 +5%
BFC
1100
Blue Fin Capital
Rhode Island
$426K -$32.5K -333 -7%