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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 %
NP
1176
NorthRock Partners
Minnesota
$353K -$8.88K -92 -2%
FMP
1177
Financial Management Professionals
Texas
$353K +$8.12K +84 +2%
MCWS
1178
McKinley Carter Wealth Services
West Virginia
$353K +$18.2K +188 +5%
TW
1179
TrinityPoint Wealth
Connecticut
$351K +$8.69K +90 +3%
IP
1180
Isthmus Partners
Wisconsin
$350K -$3.19K -33 -0.9%
4WM
1181
44 Wealth Management
Oregon
$350K
IPW
1182
IronBridge Private Wealth
Texas
$349K
DPI
1183
Diversified Portfolios Inc
Michigan
$349K +$17.5K +181 +5%
PFGIA
1184
Patriot Financial Group Insurance Agency
Massachusetts
$349K +$45.2K +469 +15%
BTW
1185
Boston Trust Walden
Massachusetts
$348K -$19.3K -200 -5%
WHG
1186
Westwood Holdings Group
Texas
$346K -$1.32M -13,717 -79%
RI
1187
Ridgewood Investments
New Jersey
$346K +$63K +653 +22%
WMA
1188
Wealth Management Associates
New Jersey
$346K
WA1
1189
Wimmer Associates 1
California
$344K -$5.79K -60 -2%
DBT
1190
Dubuque Bank & Trust
Iowa
$344K -$4.35K -45 -1%
CIS
1191
Connors Investor Services
Pennsylvania
$344K +$14.5K +150 +4%
AFP
1192
Ausdal Financial Partners
Iowa
$344K +$24.9K +258 +8%
ET
1193
Equitable Trust
Tennessee
$342K +$31.9K +330 +10%
EIA
1194
Edgemoor Investment Advisors
Maryland
$341K +$15.6K +162 +5%
BOM
1195
Bank of Marin
California
$337K -$47.9K -496 -12%
MSWMA
1196
Market Street Wealth Management Advisors
Indiana
$337K
BCA
1197
Biltmore Capital Advisors
New Jersey
$337K +$19.8K +205 +6%
BAM
1198
Berkshire Asset Management
Pennsylvania
$336K -$17K -176 -5%
RB
1199
Renasant Bank
Mississippi
$335K -$49.5K -514 -13%
DA
1200
Detalus Advisors
Missouri
$335K -$2.41K -25 -0.7%