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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 %
FWM
1576
Focused Wealth Management
New York
$23K +$3.78K +38 +20%
BIA
1577
Bell Investment Advisors
California
$22K +$22K +225 New
SWA
1578
SOA Wealth Advisors
New York
$21K
ETI
1579
Enterprise Trust & Investment
California
$20K
TFGT
1580
TS Financial Group (TSFG)
Illinois
$19K +$98 +1 +0.5%
RTL
1581
Red Tortoise LLC
Georgia
$19K +$19K +199 New
BDWM
1582
Brewin Dolphin Wealth Management
Ireland
$18.1K
RG
1583
Retirement Group
California
$18K +$1.99K +20 +12%
SA
1584
SRH Advisors
Kansas
$17K
FP
1585
Financial Perspectives
Minnesota
$16.4K
RTC
1586
Riverview Trust Company
Washington
$16K
DAM
1587
Delta Asset Management
Tennessee
$16K +$3.32K +33 +26%
SAM
1588
Strategic Asset Management
Minnesota
$16K +$16K +159 New
KIG
1589
Kowal Investment Group
Wisconsin
$16K +$16K +165 New
OCM
1590
Orion Capital Management
California
$15K
SSC
1591
Syverson Strege & Co
Iowa
$15K +$403 +4 +3%
CP
1592
Corbenic Partners
Pennsylvania
$14K -$7K -71 -33%
SMG
1593
Spectrum Management Group
Indiana
$14K
EWA
1594
Evolution Wealth Advisors
Florida
$14K
SFP
1595
Sterling Financial Planning
New Jersey
$14K
TCWA
1596
Ten Capital Wealth Advisors
Washington
$13K -$4.47K -45 -26%
LWA
1597
Lowe Wealth Advisors
Maryland
$13K
MIM
1598
Macroview Investment Management
Maryland
$13K +$102 +1 +0.8%
HF
1599
Halpern Financial
Virginia
$12K -$5.76K -59 -32%
BC
1600
Burleson & Co
California
$12K +$100 +1 +0.8%