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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 %
BWA
1676
Bordeaux Wealth Advisors
California
-$263K -2,666 Closed
BSSFA
1677
Baron Silver Stevens Financial Advisors
Florida
-$255K -2,583 Closed
Financial Engines Advisors
1678
Financial Engines Advisors
California
-$241K -2,440 Closed
FSA
1679
Financial Sense Advisors
California
-$239K -2,426 Closed
FWM
1680
Foresight Wealth Management
Utah
-$239K -2,421 Closed
TCOO
1681
Trust Company of Oklahoma
Oklahoma
-$234K -2,374 Closed
WW
1682
Westshore Wealth
California
-$229K -2,320 Closed
CWM
1683
Chesapeake Wealth Management
Virginia
-$226K -2,287 Closed
MFS
1684
Mirabella Financial Services
United Kingdom
-$224K -2,273 Closed
NL
1685
NWAM LLC
Washington
-$223K -2,264 Closed
MC
1686
Middleton & Co
Massachusetts
-$219K -2,221 Closed
WTB
1687
Washington Trust Bank
Washington
-$215K -2,182 Closed
WP
1688
WMS Partners
Maryland
-$209K -2,114 Closed
W
1689
Wealthquest
Ohio
-$207K -2,099 Closed
PFO
1690
Pathstone Family Office
New Jersey
-$205K -2,073 Closed
FUBT
1691
First United Bank & Trust
Maryland
-$202K -2,043 Closed
IP
1692
Isthmus Partners
Wisconsin
-$182K -1,840 Closed
HIIFS
1693
Harel Insurance Investments & Financial Services
Israel
-$550K -1,708 Closed
PSIWM
1694
Paradigm Strategies in Wealth Management
Minnesota
-$156K -1,583 Closed
Walleye Trading
1695
Walleye Trading
New York
-$156K -1,579 Closed
H
1696
Hexavest
Quebec, Canada
-$152K -1,540 Closed
FWM
1697
FFT Wealth Management
Pennsylvania
-$83K -836 Closed
BFA
1698
Brendel Financial Advisors
New Hampshire
-$71K -724 Closed
FFG
1699
Ford Financial Group
California
-$49K -500 Closed
AWMS
1700
Advocacy Wealth Management Services
Georgia
-$31K -312 Closed