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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 %
CPSAC
876
Chas P. Smith & Associates (CPS)
Florida
$722K -$28.8K -299 -4%
EFSCE
877
Enterprise Financial Services Corp (EFSC)
Missouri
$718K +$5.2K +54 +0.7%
DWT
878
Dorsey & Whitney Trust
South Dakota
$717K +$120K +1,245 +20%
WWM
879
Western Wealth Management
Colorado
$715K +$199K +2,063 +39%
IMOV
880
Investment Management of Virginia
Virginia
$714K +$56.3K +584 +9%
SA
881
Strategic Advisors
New York
$712K +$23.2K +240 +3%
BDF
882
Balasa Dinverno & Foltz
$711K +$26.5K +275 +4%
PRC
883
Pearl River Capital
Michigan
$710K +$710K +7,359 New
FWP
884
FAS Wealth Partners
Kansas
$704K -$16K -166 -2%
FMW
885
Farr Miller & Washington
District of Columbia
$704K
KWM
886
Keebeck Wealth Management
Illinois
$701K +$164K +1,704 +31%
NB
887
Northwest Bancshares
Pennsylvania
$700K -$16K -166 -2%
WP
888
WealthPLAN Partners
Nebraska
$700K -$3.73K -37 -0.5%
KCPG
889
Kavar Capital Partners Group
Kansas
$700K +$72.6K +752 +12%
FIM
890
Fruth Investment Management
Texas
$699K -$9.64K -100 -1%
HBT
891
Hills Bank & Trust
Iowa
$698K -$32.3K -335 -4%
CK
892
Cohen Klingenstein
New York
$695K
SXL
893
Summit X LLC
Missouri
$692K +$20.5K +213 +3%
AWA
894
Arkadios Wealth Advisors
Georgia
$692K +$80.6K +836 +13%
SG
895
Stonnington Group
California
$688K +$688K +6,800 New
AA
896
Ancora Advisors
Ohio
$686K -$41.3K -428 -6%
CWP
897
Concord Wealth Partners
Virginia
$686K +$126K +1,308 +23%
EWM
898
Endurance Wealth Management
Rhode Island
$684K -$33.8K -350 -5%
TW
899
Transform Wealth
Colorado
$684K +$2.51K +26 +0.4%
CL
900
CSS LLC
Illinois
$683K +$683K +7,074 New