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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 %
CCA
1376
Cobblestone Capital Advisors
New York
$228K -$28.5K -292 -11%
OC
1377
Oarsman Capital
Wisconsin
$228K -$23.3K -239 -9%
FAIM
1378
Financial Advocates Investment Management
Washington
$228K +$11.6K +118 +5%
PCP
1379
Proficio Capital Partners
Massachusetts
$228K +$20.4K +209 +10%
NC
1380
NovaPoint Capital
Georgia
$228K +$228K +2,335 New
CRIG
1381
Charter Research & Investment Group
Connecticut
$227K
RWM
1382
Ritholtz Wealth Management
New York
$227K +$14.2K +145 +7%
KCA
1383
Karn Couzens & Associates
Connecticut
$226K -$7.03K -72 -3%
NPF
1384
Norris Perne & French
Michigan
$226K -$1.46K -15 -0.6%
PTP
1385
Platform Technology Partners
New York
$225K -$296K -3,039 -57%
FMTC
1386
Farmers & Merchants Trust Company
California
$225K +$225K +2,305 New
BCCM
1387
Bridge Creek Capital Management
Massachusetts
$225K +$225K +2,307 New
MKC
1388
M. Kraus & Co
Vermont
$224K -$1.66K -17 -0.7%
CWP
1389
CFM Wealth Partners
Texas
$223K
WAG
1390
Winthrop Advisory Group
Massachusetts
$221K +$221K +2,261 New
MPCG
1391
Matrix Private Capital Group
New York
$220K +$4.97K +51 +2%
WQ
1392
Wealth Quarterback
New Jersey
$220K +$136K +3,685 +163%
WMA
1393
Wealth Management Associates
New Jersey
$220K -$52.2K -535 -19%
CWS
1394
Cypress Wealth Services
California
$218K -$67K -686 -24%
AWS
1395
Arkfeld Wealth Strategies
Nebraska
$217K +$503 +5 +0.2%
KTC
1396
Kistler-Tiffany Companies
Pennsylvania
$216K +$14.6K +150 +7%
LRPA
1397
L. Roy Papp & Associates
Arizona
$215K
CAM
1398
Cubic Asset Management
Massachusetts
$215K
PWM
1399
Provident Wealth Management
Tennessee
$215K
LWP
1400
Lumature Wealth Partners
Georgia
$214K