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Duke Energy

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
601
Comerica Securities
Michigan
$1.66M +$13.8K +140 +0.8%
CWG
602
Cornerstone Wealth Group
North Carolina
$1.66M +$8.52K +82 +0.5%
APA
603
American Portfolios Advisors
New York
$1.66M +$44.8K +454 +3%
FANJ
604
Financial Architects (New Jersey)
New Jersey
$1.63M -$6.32K -64 -0.4%
SGCA
605
Steel Grove Capital Advisors
Tennessee
$1.63M +$188K +1,901 +13%
SP
606
SWS Partners
Ohio
$1.62M -$75.6K -766 -4%
MSAM
607
Moloney Securities Asset Management
Missouri
$1.62M +$63.1K +639 +4%
PP
608
Palladium Partners
Virginia
$1.61M +$18.4K +186 +1%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$1.6M +$25K +253 +2%
Los Angeles Capital Management
610
Los Angeles Capital Management
California
$1.6M -$104K -1,054 -6%
SMC
611
Smith, Moore & Co
Missouri
$1.6M -$141K -1,424 -8%
CBTWT
612
Community Bank & Trust (Waco, Texas)
Texas
$1.59M +$91.7K +929 +6%
NRS
613
Neville Rodie & Shaw
New York
$1.56M
TCOV
614
Trust Company of Vermont
Vermont
$1.56M +$17.5K +177 +1%
SOAMC
615
Spirit of America Management Corp
New York
$1.56M +$93.9K +950 +6%
ISL
616
Ingalls & Snyder LLC
New York
$1.55M -$34.6K -350 -2%
WA
617
WealthTrust Axiom
Pennsylvania
$1.55M -$39.5K -400 -2%
WP
618
WealthShield Partners
North Carolina
$1.54M -$352K -3,567 -19%
CAC
619
Certified Advisory Corp
Florida
$1.53M +$292K +2,956 +24%
SLI
620
Sumitomo Life Insurance
Japan
$1.53M -$262K -2,650 -15%
GP
621
Greenline Partners
New York
$1.53M +$135K +1,368 +10%
DHFB
622
Dixon Hubard Feinour & Brown
Virginia
$1.53M -$1.88M -19,044 -55%
GIM
623
Guardian Investment Management
California
$1.53M -$439K -4,450 -22%
BPA
624
Beacon Pointe Advisors
California
$1.53M +$1.02M +10,334 +201%
FSA
625
Franklin Street Advisors
North Carolina
$1.51M -$68.3K -692 -4%