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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 %
AG
1051
AlphaSimPlex Group
Massachusetts
$473K -$582K -6,024 -55%
KFA
1052
Krane Funds Advisors
New York
$470K +$68.2K +707 +17%
GVAG
1053
Great Valley Advisor Group
Delaware
$467K -$62K -641 -12%
AW
1054
ACG Wealth
Georgia
$465K -$14.9K -154 -3%
RCM
1055
RB Capital Management
Nevada
$464K +$12.8K +133 +3%
WFM
1056
Wolff Financial Management
Michigan
$464K +$131K +1,354 +39%
QCIG
1057
Quad-Cities Investment Group
Iowa
$463K -$5.8K -60 -1%
BFM
1058
Boston Financial Management
Massachusetts
$462K -$145K -1,499 -24%
HWA
1059
Heritage Wealth Advisors
Virginia
$462K +$3.86K +40 +0.8%
QP
1060
Quilter Plc
United Kingdom
$461K -$4.24K -44 -0.9%
HPC
1061
Hobart Private Capital
North Carolina
$459K -$201K -2,079 -30%
BFC
1062
Bedel Financial Consulting
Indiana
$459K +$64.4K +668 +16%
JFGLC
1063
Johnson Financial Group LLC (Colorado)
Colorado
$459K +$459K +4,750 New
AMM
1064
American Money Management
California
$458K +$458K +4,740 New
ESB
1065
Essex Savings Bank
Connecticut
$456K -$19.3K -225 -4%
MIP
1066
Marietta Investment Partners
Wisconsin
$456K
FPGK
1067
Financial Partners Group (Kansas)
Kansas
$456K +$289 +3 +0.1%
SAM
1068
SignalPoint Asset Management
Missouri
$456K +$1.64K +17 +0.4%
CFA
1069
CWS Financial Advisors
Michigan
$454K +$386 +4 +0.1%
FCFC
1070
First Citizens Financial Corp
Iowa
$453K +$18.8K +195 +4%
WDA
1071
Wendell David Associates
New Hampshire
$453K +$151K +1,567 +50%
BCA
1072
Bay Colony Advisors
Massachusetts
$452K +$91.1K +943 +25%
FTC
1073
Farmers Trust Company
Ohio
$449K +$47.8K +495 +12%
OTPPB
1074
Ontario Teachers' Pension Plan Board
Ontario, Canada
$447K -$918K -9,510 -67%
LCM
1075
LVM Capital Management
Michigan
$447K -$19.3K -200 -4%