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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 %
PWP
651
Private Wealth Partners
California
$1.4M +$63K +653 +5%
TPA
652
Trivium Point Advisory
Connecticut
$1.4M -$228K -2,365 -14%
PPW
653
Parcion Private Wealth
Washington
$1.39M
JG
654
Jefferies Group
New York
$1.38M +$528K +5,474 +62%
Lido Advisors
655
Lido Advisors
California
$1.38M +$18.3K +190 +1%
CIC
656
Carnegie Investment Counsel
Ohio
$1.38M +$20.6K +213 +2%
HWAM
657
Hennion & Walsh Asset Management
New Jersey
$1.38M +$1.38M +14,241 New
ACP
658
Ashfield Capital Partners
California
$1.37M
AC
659
Alley Company
Illinois
$1.37M +$68.5K +710 +5%
PJSIMP
660
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.37M -$463K -4,645 -25%
GP
661
Greenline Partners
New York
$1.36M +$388K +4,020 +40%
MMPW
662
Mitchell McLeod Pugh & Williams
Alabama
$1.36M +$14.5K +150 +1%
EH
663
Employers Holdings
Nevada
$1.35M
PTC
664
Private Trust Company
Ohio
$1.35M +$15.4K +160 +1%
HFM
665
Hartford Financial Management
Connecticut
$1.34M -$3.76K -39 -0.3%
DAS
666
Dynamic Advisor Solutions
Arizona
$1.34M +$160K +1,662 +14%
CPO
667
Cerity Partners OCIO
New York
$1.33M -$531K -5,500 -29%
FNT
668
First National Trust
Pennsylvania
$1.32M -$96.5K -999 -7%
WG
669
Welch Group
Alabama
$1.32M +$383K +3,969 +41%
AIM
670
Aigen Investment Management
New York
$1.32M -$1.91M -19,838 -59%
HAG
671
HighPoint Advisor Group
Illinois
$1.32M +$84.9K +871 +7%
SCM
672
Southport Capital Management
Tennessee
$1.31M +$34.6K +358 +3%
TG
673
TCW Group
California
$1.3M
MSA
674
Marino Stram & Associates
Massachusetts
$1.3M +$124K +1,283 +11%
ACM
675
Alethea Capital Management
Washington
$1.29M +$763K +7,903 +144%