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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 %
OC
751
Oakworth Capital
Alabama
$1M -$7.53K -78 -0.7%
GA
752
Greytown Advisors
Florida
$1M +$459K +4,750 +85%
OPS
753
Orion Portfolio Solutions
Nebraska
$999K -$3.76K -39 -0.4%
Cerity Partners
754
Cerity Partners
New York
$998K -$73K -756 -7%
JCM
755
Jacobi Capital Management
Pennsylvania
$997K -$29.6K -307 -3%
CB
756
CNB Bank
Pennsylvania
$994K +$43.5K +451 +5%
BI
757
Ballast Inc
Kentucky
$994K +$81.4K +844 +9%
RDWM
758
Red Door Wealth Management
Tennessee
$994K +$227K +2,352 +30%
TNBTD
759
Trustmark National Bank Trust Department
Mississippi
$978K -$182K -1,885 -16%
AIM
760
Achmea Investment Management
Netherlands
$975K
FMBTD
761
First Midwest Bank Trust Division
Illinois
$970K +$483 +5 +0%
FNBTCON
762
First National Bank & Trust Co of Newtown
Pennsylvania
$968K
CCM
763
Courage Capital Management
Tennessee
$965K
AWCI
764
Alpine Woods Capital Investors
New York
$964K -$77.3K -800 -7%
DBRC
765
D.B. Root & Company
Pennsylvania
$958K -$2.22K -23 -0.2%
WWM
766
Wagner Wealth Management
South Carolina
$955K +$84.5K +876 +10%
AWM
767
Altium Wealth Management
New York
$953K +$31K +321 +3%
FPCM
768
Financial Partners Capital Management
New York
$948K +$513K +5,310 +118%
KIA
769
KCM Investment Advisors
California
$948K +$317K +3,282 +50%
DLPIC
770
Davide Leone & Partners Investment Company
United Kingdom
$947K +$947K +9,813 New
ECA
771
Elevated Capital Advisors
Utah
$942K +$41.6K +410 +5%
TC
772
TownSquare Capital
Utah
$939K -$163K -1,693 -15%
CA
773
Cornerstone Advisory
Maryland
$938K -$174K -1,800 -16%
ONB
774
Old National Bancorp
Indiana
$927K -$44.3K -459 -5%
CI
775
Conning Inc
Connecticut
$926K -$81.1K -840 -8%