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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 %
SFI
976
SPC Financial Inc
Maryland
$565K +$17.8K +184 +3%
FAM
977
Flaharty Asset Management
Florida
$563K -$8.69K -90 -2%
AFAS
978
Acorn Financial Advisory Services
Virginia
$563K +$97 +1 +0%
Members Trust
979
Members Trust
Florida
$559K -$69.4K -719 -11%
CA
980
Calton & Associates
Florida
$559K -$9.84K -102 -2%
AF
981
Aldebaran Financial
$558K -$46.3K -480 -8%
BHBT
982
Burke & Herbert Bank & Trust
Virginia
$556K +$23.4K +242 +4%
MWM
983
Meridian Wealth Management
Kentucky
$555K -$51.9K -538 -9%
FBC
984
Fairfield, Bush & Co
Connecticut
$551K
HL
985
HeadInvest LLC
Maine
$551K +$1.74K +18 +0.3%
FCFS
986
First Command Financial Services
Texas
$551K +$15.3K +158 +3%
FCB
987
First Command Bank
Texas
$551K +$15.3K +158 +3%
CT
988
Clearstead Trust
Maine
$550K -$5.79K -60 -1%
WI
989
Wintrust Investments
Illinois
$548K +$548K +5,677 New
CAM
990
Campion Asset Management
Virginia
$548K +$548K +5,681 New
Edgewood Management
991
Edgewood Management
Connecticut
$544K
IF
992
Intrua Financial
Texas
$543K +$171K +1,732 +46%
VAM
993
Verity Asset Management
North Carolina
$542K -$39.1K -405 -7%
PCS
994
Personal CFO Solutions
New Jersey
$540K -$483 -5 -0.1%
CRI
995
Colonial River Investments
Virginia
$539K -$14.4K -149 -3%
CST
996
Charles Schwab Trust
Nevada
$539K +$539K +5,600 New
DA
997
Doliver Advisors
Texas
$537K +$109K +1,132 +26%
KPCM
998
Kings Point Capital Management
New York
$536K -$7.72K -80 -1%
KCM
999
Kanawha Capital Management
Virginia
$535K +$131K +1,352 +32%
SSB
1000
Sandy Spring Bank
Maryland
$534K -$110K -1,146 -17%