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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 %
FTDI
851
First Trust Direct Indexing
Massachusetts
$766K +$13.4K +139 +2%
DT
852
Diversified Trust
Tennessee
$762K -$127K -1,316 -14%
CTA
853
Chesley Taft & Associates
Illinois
$762K +$19.4K +200 +3%
BHIA
854
Birch Hill Investment Advisors
Massachusetts
$761K
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$760K -$111K -1,153 -13%
PWM
856
Perigon Wealth Management
California
$758K -$3.09K -32 -0.4%
BWM
857
Buckley Wealth Management
Nevada
$757K -$64.3K -666 -8%
CCM
858
Compton Capital Management
Rhode Island
$754K
CFD
859
Creative Financial Designs
Indiana
$753K +$74.6K +773 +11%
LWAM
860
Legacy Wealth Asset Management
Minnesota
$752K +$20.1K +208 +3%
MAM
861
Madison Asset Management
Wisconsin
$748K -$96.5K -1,000 -11%
TTWM
862
TCV Trust & Wealth Management
Virginia
$747K +$30.4K +315 +4%
IB
863
Intrust Bank
Kansas
$747K +$189K +1,958 +34%
SWM
864
Segment Wealth Management
Texas
$743K
FFC
865
First Financial Corp
Indiana
$741K +$20.9K +217 +3%
TC
866
Truvestments Capital
Florida
$738K +$187K +1,935 +34%
HCM
867
HM Capital Management
Missouri
$737K +$483 +5 +0.1%
FG
868
Fiduciary Group
Georgia
$737K +$41.4K +411 +6%
ATPW
869
Ashton Thomas Private Wealth
Arizona
$735K -$24.8K -257 -3%
PSUF
870
People's United Financial
Connecticut
$733K -$12.8K -133 -2%
MAFM
871
Mid Atlantic Financial Management
Pennsylvania
$733K +$16.4K +170 +2%
HA
872
Hamel Associates
New Jersey
$733K +$73.4K +760 +11%
EWA
873
EP Wealth Advisors
California
$731K +$87.8K +909 +14%
Financial Engines Advisors
874
Financial Engines Advisors
California
$729K +$17K +176 +2%
HSA
875
Hussman Strategic Advisors
Maryland
$724K