DUK icon

Duke Energy

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
401
Pendal Group
Australia
$3.63M +$748K +7,746 +26%
CAM
402
Close Asset Management
United Kingdom
$3.61M -$135K -1,400 -4%
SLWS
403
Swaine & Leidel Wealth Services
Florida
$3.57M +$49.6K +514 +1%
BRM
404
Boston Research & Management
Massachusetts
$3.56M +$598K +6,195 +20%
SIG
405
Sky Investment Group
Connecticut
$3.54M +$28.8K +298 +0.8%
BFA
406
Benedict Financial Advisors
Georgia
$3.54M +$223K +2,309 +7%
GAM
407
Gotham Asset Management
New York
$3.52M -$2.86M -29,625 -45%
WCM
408
Whitener Capital Management
North Carolina
$3.5M +$37.6K +390 +1%
MAM
409
Martingale Asset Management
Massachusetts
$3.5M -$381K -3,946 -10%
JIC
410
Johnson Investment Counsel
Ohio
$3.48M -$244K -2,531 -7%
BBA
411
BLB&B Advisors
Pennsylvania
$3.45M -$282K -2,920 -8%
MAM
412
Meeder Asset Management
Ohio
$3.42M +$3.03M +31,425 +787%
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$3.36M -$535K -5,541 -14%
PA
414
Profund Advisors
Maryland
$3.36M +$96.3K +997 +3%
SWP
415
Stratos Wealth Partners
Ohio
$3.3M -$21.9K -227 -0.7%
Fayez Sarofim & Co
416
Fayez Sarofim & Co
Texas
$3.29M +$377K +3,901 +13%
Wealthfront Advisers
417
Wealthfront Advisers
California
$3.26M +$73.9K +766 +2%
JWM
418
Jackson Wealth Management
Florida
$3.23M +$23.6K +244 +0.7%
DHFB
419
Dixon Hubard Feinour & Brown
Virginia
$3.18M +$1.45M +15,720 +84%
X
420
Xponance
Pennsylvania
$3.17M +$77.5K +803 +3%
FNB
421
Farmers National Bank
Kentucky
$3.15M -$57.8K -599 -2%
EWM
422
Evercore Wealth Management
New York
$3.12M -$215K -2,226 -6%
PAS
423
Park Avenue Securities
New York
$3.11M +$333K +3,451 +12%
ZCM
424
Ziegler Capital Management
Illinois
$3.11M +$95.3K +987 +3%
PT
425
Plimoth Trust
Massachusetts
$3.11M -$23.4K -242 -0.7%