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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 %
GWS
1451
Glassman Wealth Services
Virginia
$147K +$2.25K +23 +2%
ACA
1452
Atlas Capital Advisors
Wyoming
$146K +$85.2K +873 +140%
AAP
1453
Arax Advisory Partners
Colorado
$146K +$1.76K +18 +1%
TH
1454
TCTC Holdings
Texas
$144K -$71.2K -728 -33%
DOA
1455
D'Orazio & Associates
Virginia
$144K +$2.84K +29 +2%
EW
1456
Evoke Wealth
California
$140K +$64.9K +665 +86%
PWA
1457
Phoenix Wealth Advisors
North Carolina
$136K
AP
1458
Atwood & Palmer
Missouri
$135K
CWA
1459
Clearview Wealth Advisors
Oregon
$134K +$24.8K +254 +23%
VNA
1460
Valley National Advisers
Pennsylvania
$133K
TWA
1461
TCI Wealth Advisors
Arizona
$133K +$5.36K +55 +4%
LFG
1462
Larson Financial Group
Missouri
$133K +$64K +655 +93%
VC
1463
Vestor Capital
Illinois
$132K
CFO
1464
CVA Family Office
Colorado
$131K +$59.2K +669 +82%
APP
1465
Alpha Paradigm Partners
Illinois
$127K
RFA
1466
Reilly Financial Advisors
California
$126K +$2.92K +30 +2%
BIP
1467
Blueprint Investment Partners
North Carolina
$125K +$125K +1,285 New
TFA
1468
Toth Financial Advisory
Virginia
$124K +$876 +9 +0.7%
ACM
1469
Adalta Capital Management
New York
$123K
CLOS
1470
Compagnie Lombard Odier SCmA
Switzerland
$122K
BWM
1471
Baystate Wealth Management
Massachusetts
$122K +$98 +1 +0.1%
Koshinski Asset Management
1472
Koshinski Asset Management
Illinois
$121K +$121K +2,723 New
HA
1473
Herold Advisors
New York
$119K +$119K +1,228 New
PMFA
1474
Plante Moran Financial Advisors
Michigan
$117K -$15.6K -160 -12%
KC
1475
Kepos Capital
New York
$117K +$103K +1,055 +743%