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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 %
C
951
Certuity
Florida
$591K +$591K +6,123 New
AIM
952
Aspen Investment Management
Michigan
$590K
BFIM
953
Beese Fulmer Investment Management
Ohio
$590K +$45.9K +475 +8%
FAM
954
Formidable Asset Management
Ohio
$589K -$52.2K -542 -8%
FFWM
955
Future Financial Wealth Management
Ohio
$588K +$483 +5 +0.1%
NSIM
956
North Star Investment Management
Illinois
$587K
ACWM
957
Adams Chetwood Wealth Management
North Carolina
$586K -$4.15K -43 -0.7%
VLKIM
958
Van Lanschot Kempen Investment Management
Netherlands
$585K +$585K +6,057 New
SS
959
Sunbelt Securities
Texas
$584K +$73.7K +763 +14%
KA
960
Kovack Advisors
Florida
$583K +$116K +1,205 +25%
GB
961
Goepper Burkhardt
South Carolina
$581K
FBB
962
Fulton Breakefield Broenniman
Maryland
$580K +$50.8K +526 +10%
SACTSONJ
963
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$579K
EGA
964
E&G Advisors
Texas
$579K
LIA
965
LBMC Investment Advisors
Tennessee
$578K -$14.3K -148 -2%
LSPW
966
Lake Street Private Wealth
Illinois
$574K -$33.8K -350 -6%
WPP
967
Whalerock Point Partners
Rhode Island
$573K +$162K +1,675 +39%
SG
968
StoneX Group
New York
$572K +$86K +890 +18%
SFP
969
Sandbox Financial Partners
Maryland
$571K +$7.02K +72 +1%
PCM
970
Princeton Capital Management
New Jersey
$569K -$12.8K -133 -2%
ALAM
971
Asahi Life Asset Management
Japan
$569K -$5.8K -60 -1%
VWA
972
V Wealth Advisors
Kansas
$569K -$5.11K -53 -0.9%
EH
973
Equitable Holdings
New York
$568K -$7.53K -78 -1%
QCG
974
Quadrant Capital Group
Ohio
$567K +$148K +1,537 +35%
HI
975
Hudock Inc
Pennsylvania
$566K -$8K -83 -1%