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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 %
SEEDPG
1101
S.E.E.D. Planning Group
New York
$417K -$8.49K -88 -2%
BCA
1102
Bray Capital Advisors
Florida
$417K
CAM
1103
Cypress Asset Management
Texas
$416K -$5.79K -60 -1%
CA
1104
Crewe Advisors
Utah
$414K
TAIM
1105
TD Ameritrade Investment Management
Nebraska
$413K
NFG
1106
Next Financial Group
Texas
$412K -$69.4K -719 -14%
PAMP
1107
Polar Asset Management Partners
Ontario, Canada
$410K +$410K +4,243 New
MWM
1108
Mission Wealth Management
California
$409K +$65.5K +679 +19%
OIA
1109
OneDigital Investment Advisors
Kansas
$408K +$4.15K +43 +1%
CT
1110
Cambridge Trust
Massachusetts
$407K -$2.41K -25 -0.6%
CPSC
1111
Carl P. Sherr & Co
Massachusetts
$407K
HIA
1112
Harbor Investment Advisory
Maryland
$405K +$29.5K +305 +8%
WG
1113
Watchman Group
Texas
$404K -$28.8K -299 -7%
ACI
1114
Alpha Cubed Investments
California
$404K -$16.7K -173 -4%
OQS
1115
Occudo Quantitative Strategies
Florida
$404K +$404K +4,185 New
MGIA
1116
Moneta Group Investment Advisors
Missouri
$404K +$404K +4,185 New
MCM
1117
Marathon Capital Management
Maryland
$403K +$24.1K +250 +6%
FMWA
1118
Forvis Mazars Wealth Advisors
Missouri
$402K -$138K -1,432 -26%
LC
1119
Lavaca Capital
Texas
$402K -$15.1K -156 -4%
CF
1120
Centaurus Financial
California
$400K +$29.5K +306 +8%
GIA
1121
Guyasuta Investment Advisors
Pennsylvania
$400K +$54.8K +567 +16%
PCM
1122
Prelude Capital Management
New York
$399K +$399K +4,131 New
WIC
1123
Wilkins Investment Counsel
Massachusetts
$398K -$56.6K -586 -12%
MIC
1124
Means Investment Company
Maine
$398K +$3.09K +32 +0.8%
FAT
1125
First American Trust
California
$397K -$23.8K -247 -6%