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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 %
CFA
1601
Cahill Financial Advisors
Minnesota
$11K +$11K +116 New
JPLA
1602
Joseph P. Lucia & Associates
New York
$10K -$16.6K -166 -62%
ACM
1603
AUA Capital Management
Pennsylvania
$10K
TI
1604
Truehand Inc
New Hampshire
$9K
CCM
1605
Cribstone Capital Management
Maine
$9K
ODG
1606
O'Dell Group
Ohio
$9K +$9K +93 New
BEI
1607
Benjamin Edwards Inc
Missouri
$8K
SGAM
1608
Smith Group Asset Management
Texas
$8K
PG
1609
Proffitt & Goodson
Tennessee
$8K
Nisa Investment Advisors
1610
Nisa Investment Advisors
Missouri
$7.31K +$3.47K +35,549 +90%
AW
1611
Avion Wealth
Texas
$7K
RAM
1612
Riggs Asset Management
Pennsylvania
$7K
CMA
1613
Cedar Mountain Advisors
Oregon
$7K +$7K +67 New
IFA
1614
Interactive Financial Advisors
Illinois
$7K +$7K +75 New
IF
1615
Ironwood Financial
Arizona
$6K
FWM
1616
Filbrandt Wealth Management
Wisconsin
$6K
ZC
1617
Zeit Capital
Colorado
$6K
TCM
1618
TD Capital Management
Tennessee
$6K
WAS
1619
Winch Advisory Services
Wisconsin
$6K +$91 +1 +2%
BHWM
1620
Bay Harbor Wealth Management
Maryland
$4K -$17K -179 -81%
WIA
1621
Wealthstreet Investment Advisors
Texas
$4K
BWP
1622
Baldwin Wealth Partners
Massachusetts
$3K
LPWM
1623
Lake Point Wealth Management
Texas
$3K
CPFP
1624
Clear Perspectives Financial Planning
Ohio
$3K
TLFA
1625
True Link Financial Advisors
California
$3K