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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 %
LWP
1401
Lumature Wealth Partners
Georgia
$214K
VBCG
1402
Valley Brook Capital Group
Pennsylvania
$214K
NFG
1403
Nations Financial Group
Iowa
$213K +$9.25K +95 +5%
IFAM
1404
Institutional & Family Asset Management
Colorado
$212K
CA
1405
Clearstead Advisors
Ohio
$212K +$13.2K +135 +7%
LA
1406
LexAurum Advisors
Kansas
$211K +$211K +2,158 New
SLWS
1407
Swaine & Leidel Wealth Services
Florida
$211K +$211K +2,167 New
AG
1408
AlphaSimPlex Group
Massachusetts
$210K -$269K -2,749 -56%
DY
1409
Dowling & Yahnke
California
$210K +$210K +2,147 New
PWPS
1410
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +2,151 New
6M
1411
6 Meridian
Kansas
$205K -$5.37M -55,064 -96%
CCM
1412
Coldstream Capital Management
Washington
$205K -$2.26M -25,575 -92%
MAM
1413
McLean Asset Management
Virginia
$205K +$205K +1,986 New
SRC
1414
Shufro Rose & Co
New York
$205K +$205K +2,100 New
RCA
1415
Ranch Capital Advisors
Florida
$204K -$19.5K -200 -9%
CCA
1416
Column Capital Advisors
Indiana
$204K
MCM
1417
MV Capital Management
Maryland
$204K +$7.13K +73 +4%
MCM
1418
McMillion Capital Management
North Carolina
$204K +$204K +2,092 New
ZIM
1419
Zacks Investment Management
Illinois
$204K +$204K +2,093 New
AAS
1420
Annex Advisory Services
Wisconsin
$203K -$46.2K -474 -19%
CAAS
1421
Capital Asset Advisory Services
Michigan
$203K -$12.5K -128 -6%
HFS
1422
Hantz Financial Services
Michigan
$203K +$203K +2,077 New
TIA
1423
Tandem Investment Advisors
South Carolina
$201K -$22.9K -235 -10%
LIG
1424
Lokken Investment Group
Delaware
$201K +$195 +2 +0.1%
LCM
1425
Liberty Capital Management
Michigan
$200K