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Duke Energy

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
401
Gotham Asset Management
New York
$3.96M +$353K +3,571 +10%
HVIA
402
Hudson Valley Investment Advisors
New York
$3.93M -$56.8K -575 -1%
QI
403
QS Investors
New York
$3.89M -$489K -4,958 -11%
AAM
404
Advisors Asset Management
Colorado
$3.82M -$571K -5,782 -13%
FB
405
Fulton Bank
Pennsylvania
$3.82M -$53.6K -543 -1%
AMG
406
Advisors Management Group
Wisconsin
$3.76M -$10.8K -109 -0.3%
BRM
407
Boston Research & Management
Massachusetts
$3.74M +$101K +1,020 +3%
AF
408
Alerus Financial
North Dakota
$3.72M -$412K -4,172 -10%
ACM
409
Azimuth Capital Management
Michigan
$3.72M -$634K -6,425 -15%
BFA
410
Benedict Financial Advisors
Georgia
$3.7M +$83.3K +844 +2%
ISB
411
Iowa State Bank
Iowa
$3.69M -$16.5K -167 -0.4%
WCM
412
Whitener Capital Management
North Carolina
$3.69M +$104K +1,057 +3%
CAM
413
Close Asset Management
United Kingdom
$3.64M -$55.9K -566 -2%
MIAN
414
Mariner Independent Advisor Network
Kansas
$3.63M +$1.54M +15,552 +73%
SIG
415
Sky Investment Group
Connecticut
$3.58M -$46.4K -470 -1%
JIC
416
Johnson Investment Counsel
Ohio
$3.49M -$77.1K -781 -2%
BBA
417
BLB&B Advisors
Pennsylvania
$3.46M -$69.9K -708 -2%
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$3.45M +$1.53M +15,532 +80%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$3.45M +$8.39K +85 +0.2%
HB
420
Homrich & Berg
Georgia
$3.39M +$336K +3,402 +11%
PAS
421
Park Avenue Securities
New York
$3.36M +$181K +1,833 +6%
AAS
422
Avantax Advisory Services
Texas
$3.35M +$204K +2,070 +6%
TAIM
423
Te Ahumairangi Investment Management
New Zealand
$3.33M -$898K -9,100 -21%
JWM
424
Jackson Wealth Management
Florida
$3.32M +$20.7K +210 +0.6%
SWP
425
Stratos Wealth Partners
Ohio
$3.29M -$93.3K -945 -3%