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Duke Energy

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
1176
R.M. Davis Inc
Maine
$375K +$9.29K +94 +3%
TGAM
1177
TBH Global Asset Management
Tennessee
$375K +$375K +3,800 New
AL
1178
Aspiriant LLC
California
$374K +$66.8K +675 +22%
DWM
1179
Destination Wealth Management
California
$371K -$73K -740 -16%
GIP
1180
Greatmark Investment Partners
Georgia
$371K
CIS
1181
Connors Investor Services
Pennsylvania
$371K +$19.7K +200 +6%
GIA
1182
Gladstone Institutional Advisory
Florida
$371K +$49.3K +500 +15%
AWM
1183
Accel Wealth Management
Iowa
$369K -$66.4K -673 -15%
PWSG
1184
Pacific Wealth Strategies Group
California
$369K -$6.51K -66 -2%
MAP
1185
Milestone Advisory Partners
North Carolina
$368K
RMAM
1186
Raab & Moskowitz Asset Management
New Jersey
$368K
AF
1187
Advisornet Financial
Minnesota
$363K -$12.9K -131 -3%
AW
1188
ACG Wealth
Georgia
$362K -$113K -1,146 -24%
ET
1189
Equitable Trust
Tennessee
$361K +$11.9K +120 +3%
SIC
1190
Sigma Investment Counselors
Michigan
$359K -$7.7K -78 -2%
AFP
1191
Ausdal Financial Partners
Iowa
$359K +$7.99K +81 +2%
MCWS
1192
McKinley Carter Wealth Services
West Virginia
$358K -$2.47K -25 -0.7%
IPW
1193
IronBridge Private Wealth
Texas
$357K
DPI
1194
Diversified Portfolios Inc
Michigan
$357K
VFP
1195
Verus Financial Partners
Virginia
$357K +$32.1K +309 +10%
BTW
1196
Boston Trust Walden
Massachusetts
$356K
WA1
1197
Wimmer Associates 1
California
$355K +$2.97K +30 +0.8%
YIA
1198
YHB Investment Advisors
Connecticut
$354K -$27.2K -275 -7%
WHG
1199
Westwood Holdings Group
Texas
$354K
JFGIW
1200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$352K -$316K -3,201 -47%