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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 %
AWM
1476
AllSquare Wealth Management
New York
$115K
AWM
1477
Atticus Wealth Management
Florida
$113K
RCG
1478
Rock Creek Group
District of Columbia
$112K -$161K -1,649 -59%
AA
1479
Addison Advisors
Vermont
$111K
PWM
1480
Prentice Wealth Management
New York
$109K +$29.7K +305 +37%
LS
1481
Leelyn Smith
Illinois
$108K -$5.85K -60 -5%
PSB
1482
Piscataqua Savings Bank
New Hampshire
$104K
KFI
1483
Key Financial Inc
Pennsylvania
$103K
CI Investments Inc
1484
CI Investments Inc
Ontario, Canada
$103K +$8.13K +83 +9%
PGAM
1485
Princeton Global Asset Management
New Jersey
$103K +$13.1K +135 +15%
MCM
1486
Manchester Capital Management
Vermont
$101K -$292 -3 -0.3%
FFA
1487
Freedman Financial Associates
Massachusetts
$101K +$11.4K +116 +13%
CAGAS
1488
Capital Advisory Group Advisory Services
Minnesota
$100K
WB
1489
Webster Bank
Connecticut
$100K
SAM
1490
S.A. Mason
Michigan
$98K
MIFH
1491
Migdal Insurance & Financial Holdings
Israel
$95K +$1.17K +12 +1%
AIM
1492
Achmea Investment Management
Netherlands
$90K -$892K -9,183 -91%
RE
1493
RBC Europe
United Kingdom
$89.1K
FPS
1494
Fieldpoint Private Securities
Connecticut
$89K +$11.3K +115 +15%
LC
1495
Lindbrook Capital
California
$86K +$3.31K +34 +4%
CPC
1496
Consolidated Planning Corp
Georgia
$86K +$86K +885 New
GAM
1497
Gemmer Asset Management
California
$83K
EIP
1498
Ellis Investment Partners
Pennsylvania
$82K +$487 +5 +0.6%
JWM
1499
Janiczek Wealth Management
Colorado
$82K +$6.9K +71 +9%
CWM
1500
Cranbrook Wealth Management
Michigan
$81K