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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 %
GWMIA
526
Global Wealth Management Investment Advisory
Florida
$2.11M -$230K -2,388 -10%
NHC
527
Nicholas Hoffman & Company
Georgia
$2.11M +$2.51K +26 +0.1%
PFS
528
Physicians Financial Services
North Carolina
$2.1M +$123K +1,279 +6%
JHCP
529
Jackson Hole Capital Partners
Oklahoma
$2.09M +$140K +1,453 +7%
THWM
530
Taylor Hoffman Wealth Management
Virginia
$2.09M -$6.95K -72 -0.3%
SAM
531
Strategy Asset Managers
California
$2.09M -$126K -1,302 -6%
BO
532
Bank OZK
Arkansas
$2.08M +$15.9K +165 +0.8%
VRM
533
Vectors Research Management
New York
$2.05M +$61.4K +636 +3%
PWP
534
Principle Wealth Partners
Connecticut
$2.05M -$7.72K -80 -0.4%
MIAN
535
Mariner Independent Advisor Network
Kansas
$2.05M +$27.6K +286 +1%
HC
536
HNP Capital
New York
$2.04M +$61.2K +634 +3%
WCAMG
537
Woodard & Company Asset Management Group
North Carolina
$2.04M -$20.3K -210 -1%
LIA
538
LS Investment Advisors
Michigan
$2.04M -$108K -1,123 -5%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.02M -$4.92K -51 -0.2%
TCM
540
Teza Capital Management
Illinois
$2M +$1.55M +16,096 +345%
MFG
541
Merit Financial Group
Georgia
$2M +$80.4K +833 +4%
APP
542
Avantax Planning Partners
Iowa
$2M -$471K -4,877 -19%
SW
543
SVB Wealth
Massachusetts
$1.98M -$16.8K -174 -0.8%
CFGS
544
Concourse Financial Group Securities
Alabama
$1.98M -$19.7K -204 -1%
TU
545
TDAM USA
Ontario, Canada
$1.96M -$154K -1,598 -7%
MHI
546
Miller Howard Investments
New York
$1.96M +$31.3K +324 +2%
FA
547
FDx Advisors
Illinois
$1.95M +$504K +5,220 +35%
EM
548
Excalibur Management
Massachusetts
$1.95M -$56.4K -584 -3%
VFA
549
Valeo Financial Advisors
Indiana
$1.94M +$28.4K +294 +1%
NSB
550
Norway Savings Bank
Maine
$1.94M +$111K +1,147 +6%