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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 %
TC
1101
Tatro Capital
Kentucky
$426K -$2.54K -26 -0.6%
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$426K
RBC
1103
Roble Belko & Company
Pennsylvania
$426K
SMF
1104
Sterling Manor Financial
New York
$426K +$98 +1 +0%
TA
1105
Tectonic Advisors
Texas
$426K +$108K +1,107 +34%
CAM
1106
Cypress Asset Management
Texas
$425K
BCA
1107
Bray Capital Advisors
Florida
$422K
CA
1108
Crewe Advisors
Utah
$422K +$3.22K +33 +0.8%
NA
1109
Navellier & Associates
Nevada
$422K +$6.64K +68 +2%
NIM
1110
NuWave Investment Management
New Jersey
$422K +$422K +4,325 New
CT
1111
Cambridge Trust
Massachusetts
$421K +$7.02K +72 +2%
KS
1112
Karpas Strategies
Connecticut
$417K
MFW
1113
Meristem Family Wealth
Minnesota
$416K +$20.9K +214 +5%
TIA
1114
Traphagen Investment Advisors
New Jersey
$415K +$1.34K +9 +0.3%
CA
1115
CGN Advisors
Kansas
$413K +$11.3K +116 +3%
OCG
1116
Opus Capital Group
Ohio
$412K
GIA
1117
Gladstone Institutional Advisory
Florida
$411K +$44.3K +454 +12%
TC
1118
Toews Corporation
New Jersey
$410K +$410K +4,200 New
HIA
1119
Harbor Investment Advisory
Maryland
$408K
LF
1120
Lantz Financial
Illinois
$408K +$10.4K +106 +3%
CAL
1121
Capital Analysts LLC
Pennsylvania
$408K +$16K +164 +4%
TCM
1122
Teza Capital Management
Illinois
$407K -$3.59M -36,791 -90%
Dodge & Cox
1123
Dodge & Cox
California
$407K
WP
1124
WealthSource Partners
California
$407K +$5.37K +55 +1%
WLIM
1125
White Lighthouse Investment Management
Massachusetts
$406K