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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 %
AIP
1151
Almanack Investment Partners
Pennsylvania
$385K
PWLP
1152
Prio Wealth Limited Partnership
Massachusetts
$385K
AF
1153
Advisornet Financial
Minnesota
$384K +$25.2K +258 +7%
WAM
1154
Wolverine Asset Management
Illinois
$384K +$384K +3,937 New
AF
1155
Arrow Financial
New York
$382K
CWP
1156
Concord Wealth Partners
Virginia
$381K -$394K -4,037 -51%
OPCM
1157
Osborne Partners Capital Management
California
$379K +$781 +8 +0.2%
LFA
1158
Legacy Financial Advisors
Kentucky
$379K +$125K +1,281 +49%
PK
1159
Pflug Koory
Nebraska
$378K
BAS
1160
Brown Advisory Securities
Maryland
$377K -$51.3K -525 -12%
FBT
1161
First Bankers Trust
Kentucky
$374K -$9.76K -100 -3%
ADL
1162
Asset Dedication LLC
California
$373K +$98 +1 +0%
GIP
1163
Greatmark Investment Partners
Georgia
$373K +$6.43K +66 +2%
CCA
1164
Childress Capital Advisors
Texas
$373K +$171K +1,773 +84%
DWM
1165
Destination Wealth Management
California
$371K +$3.52K +36 +1%
AL
1166
Aspiriant LLC
California
$370K
PWMG
1167
Pinnacle Wealth Management Group
Michigan
$369K -$23.4K -240 -6%
VA
1168
Valmark Advisers
Ohio
$368K +$45.1K +463 +14%
CFS
1169
CRA Financial Services
New Jersey
$368K +$84.8K +869 +30%
CIS
1170
Connors Investor Services
Pennsylvania
$367K
SIC
1171
Sigma Investment Counselors
Michigan
$367K +$11.8K +121 +3%
SC
1172
Steph & Co
Wisconsin
$367K +$40.1K +410 +12%
CA
1173
Claro Advisors
Massachusetts
$365K +$25.5K +262 +8%
MAP
1174
Milestone Advisory Partners
North Carolina
$364K
RMAM
1175
Raab & Moskowitz Asset Management
New Jersey
$364K