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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 %
EGM
601
Engineers Gate Manager
New York
$1.61M +$1.04M +10,803 +183%
PP
602
Paloma Partners
Connecticut
$1.61M +$1.09M +11,263 +207%
WANY
603
Wealthspire Advisors (New York)
New York
$1.61M +$464K +4,804 +40%
CWG
604
Cornerstone Wealth Group
North Carolina
$1.61M -$91.1K -901 -5%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$1.6M -$14.1K -146 -0.9%
BW
606
Bison Wealth
Georgia
$1.59M -$21.4K -222 -1%
SSWG
607
Seven Springs Wealth Group
Tennessee
$1.59M +$362K +3,753 +30%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$1.58M +$259K +2,684 +20%
APA
609
American Portfolios Advisors
New York
$1.58M +$180K +1,864 +13%
ISL
610
Ingalls & Snyder LLC
New York
$1.55M -$53.1K -550 -3%
WA
611
WealthTrust Axiom
Pennsylvania
$1.55M
PP
612
Palladium Partners
Virginia
$1.55M -$139K -1,437 -8%
FSA
613
Franklin Street Advisors
North Carolina
$1.55M -$11.6K -120 -0.7%
CSS
614
Cubist Systematic Strategies
Connecticut
$1.55M +$31.3K +324 +2%
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$1.54M -$78.6K -814 -5%
UBG
616
United Bank (Georgia)
Georgia
$1.53M -$59.6K -618 -4%
NRS
617
Neville Rodie & Shaw
New York
$1.53M -$57.9K -600 -4%
MSAM
618
Moloney Securities Asset Management
Missouri
$1.52M -$419K -4,343 -22%
PAMG
619
Patton Albertson Miller Group
Tennessee
$1.52M -$11.3K -117 -0.7%
GLA
620
Good Life Advisors
Pennsylvania
$1.52M -$46.8K -485 -3%
TCOV
621
Trust Company of Vermont
Vermont
$1.51M +$82K +850 +6%
GCM
622
Gables Capital Management
Florida
$1.5M -$4.15K -43 -0.3%
LWAC
623
Laurel Wealth Advisors (California)
California
$1.49M -$3.19K -33 -0.2%
HT
624
Heritage Trust
Oklahoma
$1.49M +$80.2K +831 +6%
FDS
625
First Dallas Securities
Texas
$1.49M -$21.4K -222 -1%