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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 %
BCA
1301
Biltmore Capital Advisors
New Jersey
$269K
1WA
1302
180 Wealth Advisors
Washington
$268K
AC
1303
Abbrea Capital
California
$267K -$25.4K -260 -9%
DW
1304
Domani Wealth
Pennsylvania
$266K -$1.17K -12 -0.4%
LA
1305
Latitude Advisors
Florida
$262K +$262K +2,686 New
MIA
1306
MainStreet Investment Advisors
Illinois
$261K -$24.7K -254 -9%
HIC
1307
Harvey Investment Company
Kentucky
$261K
CB
1308
Cadence Bank
Mississippi
$260K -$58.4K -600 -18%
PFT
1309
Providence First Trust
Arizona
$260K
COCM
1310
Charter Oak Capital Management
New Hampshire
$260K
ICP
1311
Interchange Capital Partners
Pennsylvania
$259K -$9.82K -101 -4%
YMRC
1312
Yorktown Management & Research Company
Virginia
$259K
CNBTD
1313
Citizens National Bank Trust Department
Mississippi
$258K -$29.2K -300 -10%
SMH
1314
Sanders Morris Harris
Texas
$258K
VCAM
1315
Van Cleef Asset Management
Ohio
$258K
BOTW
1316
Bank of the West
California
$258K +$2.25K +23 +0.9%
RWI
1317
Red Wave Investments
Pennsylvania
$257K -$585 -6 -0.2%
OHIS
1318
Oak Harvest Investment Services
Texas
$257K +$15.5K +159 +6%
VF
1319
Virtu Financial
New York
$257K +$257K +2,633 New
BRA
1320
Bender Robert & Associates
California
$256K
CA
1321
CapWealth Advisors
Tennessee
$254K -$3.71K -38 -1%
IFG
1322
Investors Financial Group
Minnesota
$254K +$1.17K +12 +0.5%
FP
1323
Fiduciary Planning
Florida
$254K +$254K +2,603 New
NB
1324
Nicolet Bankshares
Wisconsin
$253K -$4.78K -49 -2%
BEAM
1325
Baker Ellis Asset Management
Washington
$253K