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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 %
MCM
776
MAI Capital Management
Ohio
$925K -$310K -3,215 -25%
MS
777
Madden Securities
Texas
$925K +$193 +2 +0%
LP
778
LMR Partners
United Kingdom
$921K +$921K +9,546 New
AT
779
Arden Trust
Delaware
$920K -$88.4K -916 -9%
MW
780
Marcum Wealth
Ohio
$920K +$539K +5,582 +141%
DWM
781
Doyle Wealth Management
Florida
$914K -$9.66K -100 -1%
WT
782
Whittier Trust
California
$914K +$914K +9,465 New
HPC
783
HM Payson & Co
Maine
$911K -$112K -1,160 -11%
VCM
784
Violich Capital Management
California
$909K -$105K -1,090 -10%
HIS
785
Horizon Investment Services
Indiana
$901K -$32.3K -335 -3%
SFA
786
Souders Financial Advisors
Ohio
$900K +$113K +1,172 +14%
PPSG
787
Princeton Portfolio Strategies Group
New Jersey
$897K -$51.5K -534 -5%
WSFS
788
Wilmington Savings Fund Society
Delaware
$894K -$160K -1,661 -15%
ACM
789
Ategra Capital Management
Virginia
$884K +$103K +1,072 +13%
MFG
790
MidWestOne Financial Group
Iowa
$883K -$8.2K -85 -0.9%
YIH
791
Y-Intercept (HK)
Hong Kong
$883K +$211K +2,197 +31%
RCAG
792
Rehmann Capital Advisory Group
Michigan
$882K +$24.8K +257 +3%
BHC
793
Bowen Hanes & Co
Florida
$876K
LC
794
LCNB Corp
Ohio
$875K -$107K -1,104 -11%
HH
795
Hilltop Holdings
Texas
$872K -$199K -2,064 -19%
CAM
796
Cresset Asset Management
Illinois
$871K +$98.3K +1,019 +13%
EWA
797
Exencial Wealth Advisors
Oklahoma
$869K -$58.8K -609 -6%
1IA
798
1834 Investment Advisors
Wisconsin
$869K +$173K +1,787 +25%
AWM
799
Apollon Wealth Management
South Carolina
$869K +$457K +4,738 +111%
WGAM
800
Wilkinson Global Asset Management
New York
$869K +$869K +9,000 New