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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 %
CF
1126
Clarity Financial
Texas
$397K +$34.7K +360 +10%
CG
1127
CFO4Life Group
Texas
$394K -$40.9K -423 -9%
KS
1128
Karpas Strategies
Connecticut
$393K
WP
1129
WealthSource Partners
California
$391K +$143K +1,484 +58%
IC
1130
IEQ Capital
California
$389K +$389K +4,026 New
BC
1131
Burney Company
Virginia
$388K -$12.8K -133 -3%
YIA
1132
YHB Investment Advisors
Connecticut
$388K -$6.94K -69 -2%
TI
1133
Tidal Investments
Wisconsin
$388K +$92.7K +960 +31%
P
1134
&Partners
Tennessee
$387K +$11.4K +118 +3%
MWM
1135
Minot Wealth Management
Massachusetts
$387K +$13.3K +138 +4%
OPCM
1136
Osborne Partners Capital Management
California
$386K -$156K -1,618 -29%
BUB
1137
BBVA USA Bancshares
Texas
$386K -$81.6K -846 -17%
RG
1138
Rikoon Group
New Mexico
$385K +$290 +3 +0.1%
PIA
1139
Pinion Investment Advisors
Kansas
$385K +$15.3K +159 +4%
WHRC
1140
W.H. Reaves & Co
New Jersey
$384K +$46.5K +481 +14%
CA
1141
CGN Advisors
Kansas
$384K +$53.2K +551 +16%
ACG
1142
Allen Capital Group
Nebraska
$383K -$11.9K -123 -3%
CAAS
1143
Capital Asset Advisory Services
Michigan
$382K +$34.1K +353 +10%
TIA
1144
Traphagen Investment Advisors
New Jersey
$382K +$124K +895 +48%
BHWM
1145
Bar Harbor Wealth Management
New Hampshire
$381K
PWLP
1146
Prio Wealth Limited Partnership
Massachusetts
$381K
AIP
1147
Almanack Investment Partners
Pennsylvania
$381K +$381K +3,945 New
TC
1148
Tatro Capital
Kentucky
$380K +$89.6K +929 +31%
CAL
1149
Capital Analysts LLC
Pennsylvania
$379K +$378K +3,916 +26,107%
DLA
1150
Douglas Lane & Associates
New York
$378K -$14.8K -153 -4%