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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 %
MAG
1201
Mayfair Advisory Group
Alabama
$340K
CPWA
1202
Cerro Pacific Wealth Advisors
California
$340K +$340K +3,480 New
TC
1203
Telemus Capital
Michigan
$339K +$55.9K +573 +20%
FMWA
1204
Forvis Mazars Wealth Advisors
Missouri
$339K +$63.2K +647 +23%
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$338K -$33.7K -345 -9%
WG
1206
Watchman Group
Texas
$338K
SCM
1207
Southport Capital Management
Tennessee
$337K -$1.04M -10,692 -76%
HIM
1208
Hotaling Investment Management
Pennsylvania
$337K
RCA
1209
Reitz Capital Advisors
Michigan
$335K -$113K -1,153 -25%
RB
1210
Renasant Bank
Mississippi
$335K -$5.47K -56 -2%
P
1211
Pitcairn
Pennsylvania
$335K +$6.34K +65 +2%
JPMIA
1212
J.P. Marvel Investment Advisors
Massachusetts
$333K
DBT
1213
Dubuque Bank & Trust
Iowa
$333K
CTI
1214
Community Trust & Investment
Kentucky
$333K +$333K +3,409 New
PAI
1215
Pittenger & Anderson Inc
Nebraska
$332K +$14.6K +150 +5%
MA
1216
MONECO Advisors
Connecticut
$331K +$17.2K +176 +5%
YIA
1217
YHB Investment Advisors
Connecticut
$329K -$20.8K -213 -6%
DPI
1218
Diversified Portfolios Inc
Michigan
$328K -$24.4K -250 -7%
WAM
1219
Weatherly Asset Management
California
$326K -$12.9K -132 -4%
RT
1220
Rockland Trust
Massachusetts
$326K +$16.9K +173 +5%
PWM
1221
PBMares Wealth Management
Virginia
$326K +$80.3K +822 +33%
VFP
1222
Verus Financial Partners
Virginia
$325K -$18.2K -182 -5%
SLT
1223
St Louis Trust
Missouri
$325K
LFF
1224
Level Four Financial
Texas
$325K +$13.4K +137 +4%
AHC
1225
Adell Harriman & Carpenter
Texas
$324K +$103K +1,056 +47%