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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 %
WI
1001
WrapManager Inc
California
$534K -$96.1K -996 -15%
BFS
1002
Bard Financial Services
Connecticut
$534K
BC
1003
Bridgefront Capital
Texas
$529K +$529K +5,484 New
FFBTD
1004
First Financial Bank - Trust Division
Ohio
$527K -$2.61K -27 -0.5%
CAM
1005
Costello Asset Management
Pennsylvania
$526K +$1.16K +12 +0.2%
GWS
1006
Glassman Wealth Services
Virginia
$526K +$20.3K +210 +4%
SFA
1007
Sequoia Financial Advisors
Ohio
$525K +$18.3K +190 +4%
AWM
1008
Absher Wealth Management
North Carolina
$524K +$94.4K +978 +22%
PA
1009
Probity Advisors
Texas
$521K +$521K +5,399 New
PA
1010
Procyon Advisors
Connecticut
$515K -$41.8K -433 -8%
AIC
1011
Archer Investment Corporation
Indiana
$513K -$37.2K -385 -7%
DWM
1012
Darwin Wealth Management
Florida
$512K -$18.6K -193 -4%
DSC
1013
Duncker Streett & Co
Missouri
$510K -$6.66K -69 -1%
PIMG
1014
Patriot Investment Management Group
Tennessee
$510K +$152K +1,576 +42%
VWA
1015
Visionary Wealth Advisors
Illinois
$505K -$15.4K -160 -3%
CBT
1016
CoreFirst Bank & Trust
Kansas
$505K
TIA
1017
Tiemann Investment Advisors
California
$505K +$15.4K +160 +3%
ACA
1018
Aptus Capital Advisors
Alabama
$504K +$3.67K +38 +0.7%
MG
1019
Mather Group
Illinois
$502K +$10.1K +105 +2%
HFAS
1020
Hummer Financial Advisory Services
Illinois
$502K +$12.8K +133 +3%
BP
1021
Ballentine Partners
Massachusetts
$502K +$274K +2,838 +120%
CGH
1022
CMG Global Holdings
Texas
$501K +$501K +5,191 New
Dodge & Cox
1023
Dodge & Cox
California
$500K
EPWM
1024
Essex Private Wealth Management
Massachusetts
$497K -$69.3K -718 -12%
BPA
1025
Beacon Pointe Advisors
California
$497K +$113K +1,168 +29%