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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 %
FCA
551
FinTrust Capital Advisors
South Carolina
$1.94M +$126K +1,304 +7%
PFM
552
Parsec Financial Management
North Carolina
$1.94M +$245K +2,536 +14%
GIM
553
Guardian Investment Management
California
$1.92M -$32.1K -333 -2%
WS
554
Wedbush Securities
California
$1.91M +$350K +3,626 +22%
SFP
555
Shepherd Financial Partners
Massachusetts
$1.91M +$75.6K +783 +4%
APC
556
Aspire Private Capital
North Carolina
$1.9M -$278K -2,881 -13%
GLLW
557
Graves Light Lenhart Wealth
Virginia
$1.9M -$172K -1,782 -8%
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87M -$1.14M -11,775 -38%
Rockefeller Capital Management
559
Rockefeller Capital Management
New York
$1.87M -$43.3K -449 -2%
BHA
560
Beech Hill Advisors
New York
$1.87M -$58.4K -605 -3%
LNC
561
Lincoln National Corp
Pennsylvania
$1.87M +$18.3K +190 +1%
LCOV
562
London Company of Virginia
Virginia
$1.87M -$41.5K -430 -2%
HIMC
563
Heritage Investors Management Corp
Maryland
$1.87M +$72.9K +755 +4%
PWW
564
Pettyjohn Wood & White
Virginia
$1.86M +$48.3K +500 +3%
NGA
565
Naples Global Advisors
Florida
$1.86M +$51.1K +530 +3%
SP
566
Successful Portfolios
Florida
$1.85M +$68.1K +705 +4%
WP
567
WealthShield Partners
North Carolina
$1.85M +$13.7K +142 +0.7%
CA
568
Commerzbank Aktiengesellschaft
Germany
$1.85M -$64.2K -665 -3%
BWM
569
BerganKDV Wealth Management
Minnesota
$1.84M -$91K -943 -5%
CBOR
570
Community Bank of Raymore
Missouri
$1.83M
NAM
571
NTV Asset Management
West Virginia
$1.81M +$15.2K +157 +0.8%
ECM
572
Everence Capital Management
Indiana
$1.81M
JIP
573
Jaffetilchin Investment Partners
Florida
$1.8M +$1.09M +11,304 +154%
KFP
574
KMG Fiduciary Partners
Ohio
$1.8M +$156K +1,619 +10%
Connor, Clark & Lunn Investment Management (CC&L)
575
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.78M -$10.8M -111,714 -86%