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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 %
IWA
826
Intercontinental Wealth Advisors
Texas
$806K -$37.7K -390 -4%
CC
827
Chicago Capital
Illinois
$806K
BIA
828
Bigelow Investment Advisors
Maine
$804K +$20.7K +214 +3%
CM
829
Capula Management
Cayman Islands
$804K +$804K +8,331 New
BCM
830
BTR Capital Management
California
$803K -$7.72K -80 -1%
GC
831
Grimes & Company
Massachusetts
$802K -$97.4K -1,009 -11%
WA
832
WBH Advisory
Maryland
$801K -$22.4K -232 -3%
9WM
833
9258 Wealth Management
Ohio
$801K +$52.2K +541 +7%
HFG
834
Heron Financial Group
New York
$798K +$22.4K +233 +3%
PA
835
PSI Advisors
Florida
$798K +$49K +508 +7%
CSIC
836
Clifford Swan Investment Counsel
California
$797K
BNP Paribas Asset Management
837
BNP Paribas Asset Management
France
$795K -$3.82M -39,588 -83%
WGA
838
Weather Gauge Advisory
Virginia
$793K -$89K -922 -10%
BSW
839
Buckingham Strategic Wealth
Missouri
$789K -$50.6K -524 -6%
HIIFS
840
Harel Insurance Investments & Financial Services
Israel
$789K +$82.6K +256 +12%
AA
841
Argent Advisors
Louisiana
$788K -$190K -1,967 -19%
WA
842
Wealth Alliance
New York
$788K -$57.4K -595 -7%
PCM
843
Parsons Capital Management
Rhode Island
$786K -$90.7K -940 -10%
CFN
844
Cordasco Financial Network
Florida
$786K -$82.8K -857 -10%
RA
845
RFG Advisory
Alabama
$783K +$6.08K +63 +0.8%
CAG
846
Crestwood Advisors Group
Massachusetts
$782K +$108K +1,124 +16%
HSA
847
HBK Sorce Advisory
Pennsylvania
$781K -$25.6K -265 -3%
CB
848
Community Bank
New York
$780K -$11.1K -115 -1%
WCM
849
Washington Capital Management
Washington
$773K
CAM
850
Carret Asset Management
New York
$766K