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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 %
B
501
BP
United Kingdom
$2.27M -$452K -4,685 -17%
KWM
502
Kingsview Wealth Management
Oregon
$2.27M -$491K -5,098 -18%
CA
503
Cetera Advisors
Colorado
$2.25M +$77.5K +803 +4%
VAS
504
Vestmark Advisory Solutions
Massachusetts
$2.25M +$51.1K +529 +2%
CAM
505
Columbia Asset Management
Michigan
$2.25M +$62.4K +626 +3%
ONST
506
Old North State Trust
North Carolina
$2.25M +$187K +1,939 +9%
RIG
507
Roosevelt Investment Group
New York
$2.24M
GW
508
GW & Wade
Massachusetts
$2.23M +$70.2K +727 +3%
PAM
509
Pegasus Asset Management
New York
$2.23M +$119K +1,236 +6%
IA
510
Icon Advisers
Colorado
$2.21M
TMAM
511
Tokio Marine Asset Management
Japan
$2.21M -$3.09K -32 -0.1%
JAG
512
Journey Advisory Group
Kentucky
$2.19M -$32.9K -341 -1%
PHIMC
513
Private Harbour Investment Management & Counsel
Ohio
$2.19M -$30.5K -316 -1%
AAIM
514
American Assets Investment Management
California
$2.19M
AP
515
Advisor Partners
California
$2.18M -$13.5K -140 -0.6%
TCOT
516
Trust Company of Toledo
Ohio
$2.17M +$102K +1,061 +5%
LDB
517
Lee, Danner & Bass
Tennessee
$2.17M -$396K -4,100 -15%
V
518
Veritable
Delaware
$2.16M -$96.1K -995 -4%
TCMG
519
TSP Capital Management Group
New Jersey
$2.16M -$29K -300 -1%
PA
520
Pinnacle Associates
New York
$2.15M +$8.98K +93 +0.4%
CIM
521
CCLA Investment Management
United Kingdom
$2.14M -$442K -4,583 -17%
JF
522
Jump Financial
Illinois
$2.14M +$2.14M +22,162 New
SIC
523
Salem Investment Counselors
North Carolina
$2.14M -$212K -2,200 -9%
CFG
524
Citizens Financial Group
Rhode Island
$2.13M -$62.7K -650 -3%
IA
525
IFG Advisory
Georgia
$2.13M +$9.85K +102 +0.5%