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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 %
MS
776
Madden Securities
Texas
$946K +$197 +2 +0%
HIS
777
Horizon Investment Services
Indiana
$943K +$21.1K +214 +2%
CS
778
Capital Square
Tennessee
$937K +$38.9K +377 +4%
MCM
779
MAI Capital Management
Ohio
$936K -$9.57K -97 -1%
JSL
780
JT Stratford LLC
Georgia
$935K -$127K -1,286 -12%
DWM
781
Doyle Wealth Management
Florida
$932K -$2.47K -25 -0.3%
HH
782
Hilltop Holdings
Texas
$928K +$35.6K +360 +4%
VLKIM
783
Van Lanschot Kempen Investment Management
Netherlands
$927K +$329K +3,331 +55%
MFG
784
MidWestOne Financial Group
Iowa
$922K +$18.7K +189 +2%
SWM
785
Selective Wealth Management
Virginia
$920K -$285K -2,890 -24%
DFA
786
Delta Financial Advisors
Louisiana
$915K +$565K +5,718 +161%
WSFS
787
Wilmington Savings Fund Society
Delaware
$914K +$99 +1 +0%
HFG
788
Heron Financial Group
New York
$904K +$85.2K +863 +10%
VCM
789
Violich Capital Management
California
$900K -$29.6K -300 -3%
BHC
790
Bowen Hanes & Co
Florida
$896K
RCAG
791
Rehmann Capital Advisory Group
Michigan
$896K -$5.83K -59 -0.6%
SWM
792
SeaCrest Wealth Management
New York
$893K +$6.62K +67 +0.7%
BONH
793
Bank of New Hampshire
New Hampshire
$891K +$891K +9,021 New
NL
794
NVWM LLC
Pennsylvania
$890K +$8.49K +86 +1%
ACM
795
Ategra Capital Management
Virginia
$890K -$14K -142 -2%
WGAM
796
Wilkinson Global Asset Management
New York
$888K
HFS
797
Horizon Financial Services
North Carolina
$882K -$253K -2,563 -22%
CSIC
798
Clifford Swan Investment Counsel
California
$881K
DAM
799
Doheny Asset Management
California
$880K
APG
800
Abacus Planning Group
South Carolina
$879K