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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 %
SWM
801
SeaCrest Wealth Management
New York
$867K -$20.7K -214 -2%
NL
802
NVWM LLC
Pennsylvania
$862K +$34.4K +356 +4%
DAM
803
Doheny Asset Management
California
$861K -$38.6K -400 -4%
APG
804
Abacus Planning Group
South Carolina
$859K +$23.4K +243 +3%
KMWM
805
Keudell/Morrison Wealth Management
Oregon
$857K -$21.2K -220 -2%
BFO
806
Biltmore Family Office
North Carolina
$849K +$290 +3 +0%
CS
807
Capital Square
Tennessee
$849K +$27.8K +285 +3%
FNC
808
First National Corp
Massachusetts
$848K +$39.5K +409 +5%
RIA
809
Realta Investment Advisors
Delaware
$840K +$237K +2,459 +39%
CCA
810
Checchi Capital Advisers
California
$838K +$10K +104 +1%
ARMC
811
American Research & Management Company
Massachusetts
$835K -$57.9K -600 -6%
BTWM
812
Baker Tilly Wealth Management
Wisconsin
$833K +$148K +1,536 +22%
FPFS
813
First Personal Financial Services
North Carolina
$829K -$26.9K -279 -3%
CICI
814
Capital Investment Counsel Inc
North Carolina
$828K -$27.7K -287 -3%
TFS
815
TrustCore Financial Services
Tennessee
$823K -$7.63K -79 -0.9%
PI
816
PEAK6 Investments
Illinois
$822K -$3.75M -38,857 -82%
GT
817
Glenview Trust
Kentucky
$822K -$137K -1,416 -14%
JGUA
818
John G. Ullman & Associates
New York
$822K
Bank Julius Baer & Co
819
Bank Julius Baer & Co
Switzerland
$819K -$53.3K -552 -6%
DP
820
Dearborn Partners
Illinois
$819K +$1.25K +13 +0.2%
CAM
821
Centre Asset Management
New York
$818K -$64.7K -670 -7%
RF
822
Rollins Financial
Georgia
$818K +$428K +4,433 +110%
BB
823
Busey Bank
Illinois
$813K -$1.74K -18 -0.2%
SNT
824
Security National Trust
West Virginia
$808K -$111K -1,155 -12%
SCI
825
Stableford Capital II
Arizona
$807K -$13.7K -142 -2%