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 %
LA
426
Lynch & Associates
Indiana
$3.1M -$45.1K -467 -1%
AAS
427
Avantax Advisory Services
Texas
$3.08M +$415K +4,310 +16%
TSW
428
Thompson Siegel & Walmsley
Virginia
$3.06M +$465K +4,815 +18%
LC
429
LNZ Capital
New York
$2.99M +$2.99M +31,000 New
NC
430
NewSquare Capital
Pennsylvania
$2.99M +$50.9K +527 +2%
HB
431
Homrich & Berg
Georgia
$2.98M +$708K +7,335 +31%
AII
432
AGF Investments Inc
Ontario, Canada
$2.97M -$5.79K -60 -0.2%
CBB
433
Citizens Business Bank
California
$2.95M -$183K -1,895 -6%
HFBOT
434
Home Federal Bank of Tennessee
Tennessee
$2.94M -$208K -2,150 -7%
CCM
435
Cohen Capital Management
California
$2.93M
CIA
436
Covington Investment Advisors
Pennsylvania
$2.93M +$78.2K +810 +3%
WorldQuant Millennium Advisors
437
WorldQuant Millennium Advisors
New York
$2.93M
SSWM
438
Sheets Smith Wealth Management
North Carolina
$2.91M +$29.4K +305 +1%
BPC
439
Banque Pictet & Cie
Switzerland
$2.9M
HFA
440
HC Financial Advisors
California
$2.88M +$19.6K +203 +0.7%
CCG
441
Cypress Capital Group
Florida
$2.87M -$437K -4,533 -13%
RMC
442
Resources Management Corp
Connecticut
$2.84M -$81.4K -843 -3%
MA
443
Montag & Associates
Georgia
$2.81M -$61.8K -640 -2%
TAM
444
Townsend Asset Management
North Carolina
$2.78M +$15.1K +156 +0.5%
PFS
445
Prospera Financial Services
Texas
$2.77M +$38.2K +395 +1%
BCV
446
Banque Cantonale Vaudoise
Switzerland
$2.76M -$2.77M -28,700 -50%
WSTAM
447
Wilbanks Smith & Thomas Asset Management
Virginia
$2.75M +$855K +8,859 +45%
LFAS
448
Level Four Advisory Services
Texas
$2.74M -$221K -2,286 -7%
KPWS
449
Kestra Private Wealth Services
Texas
$2.74M +$257K +2,661 +10%
CFSG
450
Community Financial Services Group
Vermont
$2.72M +$183K +1,900 +7%