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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 %
PFC
1026
Phocas Financial Corp
California
$497K +$497K +5,151 New
CAN
1027
Claraphi Advisory Network
United States
$497K +$497K +5,153 New
TCA
1028
Transcend Capital Advisors
New Jersey
$495K -$9.58K -99 -2%
EWM
1029
EPG Wealth Management
Georgia
$495K +$3.28K +34 +0.7%
WA
1030
Waverly Advisors
Alabama
$493K +$493K +4,820 New
ACM
1031
Advisors Capital Management
New Jersey
$491K -$12.4K -128 -2%
DJSG
1032
D.J. St. Germain
Massachusetts
$490K -$36.7K -380 -7%
WCA
1033
Westover Capital Advisors
Delaware
$490K +$51.4K +533 +12%
DE
1034
Day & Ennis
Georgia
$489K +$8.6K +89 +2%
HW
1035
Hancock Whitney
Mississippi
$487K +$7.92K +82 +2%
AW
1036
Alaethes Wealth
Nevada
$487K +$487K +5,040 New
WTC
1037
WhitTier Trust Company
Nevada
$486K +$57.9K +600 +14%
PAM
1038
Premier Asset Management
Illinois
$485K +$84.2K +872 +21%
CFS
1039
Cannon Financial Strategists
Georgia
$484K -$14.4K -149 -3%
CWM
1040
Curi Wealth Management
North Carolina
$482K -$192K -1,991 -28%
NB
1041
NBT Bank
New York
$481K -$1.45K -15 -0.3%
PIM
1042
Perpetual Investment Management
Australia
$481K
VIA
1043
Vident Investment Advisory
Georgia
$481K +$55.7K +577 +13%
GP
1044
Girard Partners
Pennsylvania
$480K -$50.7K -526 -10%
BFC
1045
Blue Fin Capital
Rhode Island
$479K -$4.63K -48 -1%
SGK
1046
Steigerwald Gordon & Koch
Virginia
$478K -$18.5K -192 -4%
RWA
1047
Ropes Wealth Advisors
Massachusetts
$478K +$10.9K +105 +2%
RCA
1048
Reitz Capital Advisors
Michigan
$476K +$24.4K +252 +5%
EWM
1049
Elmwood Wealth Management
California
$476K +$476K +4,933 New
CT
1050
Coastline Trust
Rhode Island
$474K +$37.5K +388 +9%