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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 %
OCG
1076
Opus Capital Group
Ohio
$446K
BAS
1077
Brown Advisory Securities
Maryland
$442K -$139K -1,437 -24%
HWM
1078
Holloway Wealth Management
Florida
$440K -$417K
AssetMark Inc
1079
AssetMark Inc
California
$437K -$384K -3,976 -47%
ACM
1080
AlphaCrest Capital Management
New York
$437K -$115K -1,191 -21%
AWAP
1081
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$437K +$54.4K +563 +14%
SWA
1082
Stratos Wealth Advisors
Ohio
$436K -$38.7K -401 -8%
DWM
1083
Destination Wealth Management
California
$435K +$93.8K +971 +27%
CHA
1084
Carmichael Hill & Associates
Maryland
$434K +$869 +9 +0.2%
NA
1085
Navellier & Associates
Nevada
$429K -$57.4K -595 -12%
MMG
1086
Monetary Management Group
Missouri
$428K
FHC
1087
First Heartland Consultants
Missouri
$428K +$21.1K +219 +5%
AWM
1088
Accel Wealth Management
Iowa
$426K -$3.09K -32 -0.7%
MSFP
1089
Mark Sheptoff Financial Planning
Connecticut
$425K
Bessemer Group
1090
Bessemer Group
New Jersey
$425K +$94K +973 +28%
LWM
1091
Laidlaw Wealth Management
New York
$424K -$138K -1,436 -25%
BBNA
1092
Bremer Bank National Association
Minnesota
$424K -$1.54K -16 -0.4%
HI
1093
Horizon Investments
North Carolina
$424K +$424K +4,388 New
CWM
1094
Cornerstone Wealth Management
Missouri
$422K -$8.31K -86 -2%
WLIM
1095
White Lighthouse Investment Management
Massachusetts
$422K
FWP
1096
Firethorn Wealth Partners
Georgia
$422K +$136K +1,409 +48%
SMF
1097
Sterling Manor Financial
New York
$421K -$9.56K -99 -2%
RBC
1098
Roble Belko & Company
Pennsylvania
$421K
PPW
1099
Pasadena Private Wealth
California
$421K +$2.8K +29 +0.7%
SB
1100
Strategic Blueprint
Georgia
$418K -$344K -3,561 -45%