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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 %
TIM
1551
Tortoise Investment Management
New York
$34K
JWBC
1552
John W. Brooker & Co
California
$34K
HR
1553
Howe & Rusling
New York
$33K -$2.82K -29 -8%
LAM
1554
Lountzis Asset Management
Pennsylvania
$32.5K
AP
1555
Arlington Partners
Alabama
$32K
VCM
1556
Vigilant Capital Management
Maine
$32K +$15.8K +164 +98%
WOC
1557
West Oak Capital
California
$31K
APWA
1558
Atlas Private Wealth Advisors
New Jersey
$31K +$98 +1 +0.3%
SJIM
1559
St. Johns Investment Management
Florida
$30K
EWM
1560
Edge Wealth Management
New York
$30K +$294 +3 +1%
GFPC
1561
Global Financial Private Client
Florida
$29.5K
DFCM
1562
Dark Forest Capital Management
Puerto Rico
$29K -$163K -1,677 -85%
MWC
1563
MBM Wealth Consultants
Missouri
$29K +$4.44K +45 +18%
GTAM
1564
Global Trust Asset Management
Florida
$27K
RA
1565
Resolute Advisors
California
$27K
GWSG
1566
GPS Wealth Strategies Group
Colorado
$27K +$3.84K +39 +17%
FEG
1567
Financial Enhancement Group
Indiana
$27K +$13.8K +140 +105%
CAL
1568
Capital Advisors Ltd
Ohio
$26K
SPWG
1569
Sage Private Wealth Group
Illinois
$26K
EAM
1570
Eukles Asset Management
Ohio
$25K
HCM
1571
Highlander Capital Management
New Jersey
$25K
LD
1572
Lipe & Dalton
New York
$24K
JWM
1573
Jackson Wealth Management
Florida
$24K +$265 +376 +1%
PP
1574
Pacifica Partners
Canada
$23K
PFA
1575
Professional Financial Advisors
Nebraska
$23K +$391 +4 +2%