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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 %
PA
901
PFG Advisors
Arizona
$682K +$682K +7,067 New
HCM
902
Hengehold Capital Management
Ohio
$681K +$3.28K +34 +0.5%
WPC
903
Waters Parkerson & Co
Louisiana
$681K +$27K +279 +4%
CFMC
904
Curbstone Financial Management Corp
New Hampshire
$679K -$9.66K -100 -1%
GAMC
905
Garner Asset Management Corp
Texas
$676K -$18.3K -190 -3%
EF
906
Empirical Finance
Pennsylvania
$676K
WIC
907
Whitegate Investment Counselors
New Hampshire
$675K
IWC
908
Integrated Wealth Concepts
Massachusetts
$675K +$187K +1,941 +38%
OPA
909
Old Port Advisors
Maine
$674K -$5.8K -60 -0.9%
PG
910
Patten Group
Tennessee
$671K +$43.7K +453 +7%
SS
911
Simplicity Solutions
Minnesota
$670K -$4.12M -42,709 -86%
PTC
912
Philadelphia Trust Company
Pennsylvania
$669K -$53.6K -555 -7%
SIM
913
Sentry Investment Management
Wisconsin
$667K -$3.86M -39,985 -85%
FNBOSM
914
First National Bank of South Miami
Florida
$667K +$21.5K +223 +3%
GI
915
Gradient Investments
Minnesota
$666K -$11M -113,965 -94%
MSS
916
Mitchell Sinkler & Starr
Pennsylvania
$661K -$5.79K -60 -0.9%
CT
917
Chicago Trust
Illinois
$661K +$27.7K +287 +4%
CAG
918
Csenge Advisory Group
Florida
$660K -$280K -2,866 -30%
MGWM
919
Marks Group Wealth Management
Minnesota
$659K +$47.2K +486 +8%
HKIM
920
Hayek Kallen Investment Management
Alabama
$654K +$1.64K +17 +0.3%
JFGIW
921
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$653K -$76.9K -797 -11%
FIM
922
Freedom Investment Management
Connecticut
$652K +$92.8K +961 +17%
FHA
923
Flagship Harbor Advisors
Massachusetts
$651K +$7.24K +75 +1%
SWM
924
Stockman Wealth Management
Montana
$649K +$9.27K +96 +1%
Luther King Capital Management (LKCM)
925
Luther King Capital Management (LKCM)
Texas
$649K +$53.8K +558 +9%