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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 %
HCP
1201
Hexagon Capital Partners
Arkansas
$334K -$24K -249 -7%
WAM
1202
Weatherly Asset Management
California
$334K +$87.1K +902 +35%
BCM
1203
Boltwood Capital Management
California
$333K
HIM
1204
Hotaling Investment Management
Pennsylvania
$333K
CA
1205
Claro Advisors
Massachusetts
$331K +$5.49K +57 +2%
SAG
1206
Spotlight Asset Group
Illinois
$330K +$113K +1,174 +52%
JPMIA
1207
J.P. Marvel Investment Advisors
Massachusetts
$329K
GWM
1208
Gray Wealth Management
Maine
$328K +$92.7K +961 +39%
FA
1209
Fagan Associates
New York
$326K
AA
1210
Advisory Alpha
Michigan
$326K +$99.8K +1,035 +44%
P
1211
Pitcairn
Pennsylvania
$326K +$106K +1,096 +48%
MAG
1212
Mayfair Advisory Group
Alabama
$325K
TA
1213
TFG Advisers
Michigan
$322K -$29.6K -306 -8%
SLT
1214
St Louis Trust
Missouri
$322K +$322K +3,333 New
ACM
1215
AlphaStar Capital Management
North Carolina
$321K -$341K -3,528 -51%
ECU
1216
Eisler Capital (UK)
United Kingdom
$320K +$320K +3,311 New
VWM
1217
Valley Wealth Managers
New Jersey
$320K +$320K +3,318 New
WFG
1218
Wills Financial Group
Virginia
$319K +$193 +2 +0.1%
BIM
1219
Bridges Investment Management
Nebraska
$318K
FLPIM
1220
F.L. Putnam Investment Management
Massachusetts
$318K +$318K +3,294 New
WAG
1221
Winthrop Advisory Group
Massachusetts
$318K +$318K +3,295 New
B
1222
Bridgeworth
Alabama
$317K +$29.3K +303 +10%
WA
1223
Winfield Associates
Ohio
$315K -$5.79K -60 -2%
LSAG
1224
Lake Street Advisors Group
New Hampshire
$315K +$31.8K +329 +11%
GIA
1225
Gladstone Institutional Advisory
Florida
$315K +$315K +3,261 New