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Duke Energy

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1426
LexAurum Advisors
Kansas
$259K +$32.3K +307 +14%
TCM
1427
Tradewinds Capital Management
Washington
$258K +$525 +5 +0.2%
PTP
1428
Platform Technology Partners
New York
$258K +$15.5K +148 +6%
FFWA
1429
FRG Family Wealth Advisors
Washington
$257K
5L
1430
55I LLC
Massachusetts
$257K +$257K +2,451 New
IAG
1431
Investmark Advisory Group
Connecticut
$257K +$257K +2,454 New
OHIS
1432
Oak Harvest Investment Services
Texas
$256K -$19.9K -190 -7%
BRA
1433
Bender Robert & Associates
California
$256K
EWA
1434
EverSource Wealth Advisors
Alabama
$256K +$256K +2,440 New
SEP
1435
Southland Equity Partners
Missouri
$255K
SCI
1436
S&CO Inc
Massachusetts
$255K
Kayne Anderson Rudnick Investment Management
1437
Kayne Anderson Rudnick Investment Management
California
$254K +$2.41K +23 +1%
DWM
1438
Dakota Wealth Management
Florida
$254K +$4.41K +42 +2%
SRC
1439
Sage Rhino Capital
California
$253K +$4.51K +43 +2%
BST
1440
Bath Savings Trust
Maine
$253K +$6.83K +65 +3%
HC
1441
Hamilton Capital
Ohio
$253K +$253K +2,410 New
AW
1442
Apricus Wealth
South Carolina
$253K +$253K +2,414 New
WAAG
1443
Wealth Alliance Advisory Group
Kansas
$253K +$253K +2,415 New
RCWM
1444
Royal Capital Wealth Management
Indiana
$253K +$253K +2,416 New
KA
1445
Klingman & Associates
New York
$252K +$3.77K +36 +2%
ITIM
1446
Indiana Trust & Investment Management
Indiana
$251K -$18.4K -175 -7%
PL
1447
Pluribus Labs
California
$251K +$251K +2,388 New
BSB
1448
Bangor Savings Bank
Maine
$250K -$6.39K -61 -2%
EIM
1449
Essex Investment Management
Massachusetts
$250K
FC
1450
FCA Corp
Texas
$248K