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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 %
AL
1501
ADE LLC
Maryland
$80K -$8.14K -83 -9%
BAM
1502
Bellevue Asset Management
Washington
$80K -$7.64K -78 -9%
KA
1503
Kozak & Associates
Colorado
$80K +$80K +799 New
TFM
1504
TFC Financial Management
Massachusetts
$79K +$10.5K +108 +15%
JMF
1505
Johnson Midwest Financial
Iowa
$76K +$491 +5 +0.7%
PWMG
1506
Prestige Wealth Management Group
New Jersey
$76K +$16.3K +167 +27%
ACM
1507
Antonetti Capital Management
Florida
$70K +$70K +720 New
LWA
1508
Lenox Wealth Advisors
New York
$67K
SIS
1509
Sound Income Strategies
Florida
$65K -$11K -113 -14%
EDRH
1510
Edmond de Rothschild Holding
Switzerland
$65K
PCTC
1511
Perkins Coie Trust Company
Washington
$65K
SQA
1512
Simon Quick Advisors
New Jersey
$63K -$51.1K -530 -45%
RIM
1513
Rockbridge Investment Management
New York
$63K -$3.42K -35 -5%
PO
1514
Private Ocean
California
$62K
AS
1515
Altshuler Shaham
Israel
$60K -$6.38K -65 -10%
CA
1516
Centerpoint Advisors
Massachusetts
$60K
VCM
1517
Versant Capital Management
Arizona
$59K -$5.52K -57 -9%
LTI
1518
Laffer Tengler Investments
Tennessee
$58.2K +$56.2K +576 +2,880%
JGIA
1519
Jackson Grant Investment Advisers
Connecticut
$58K
EC
1520
Estate Counselors
Wisconsin
$57K
SCA
1521
Stuart Chaussee & Associates
California
$57K
DI
1522
Disciplined Investments
Oklahoma
$57K
EL
1523
EMFO LLC
Florida
$57K
UFF
1524
USA Financial Formulas
Michigan
$56K +$2.91K +30 +5%
IRAG
1525
Investment Research & Advisory Group
Georgia
$54K