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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 %
BC
1201
Burney Company
Virginia
$351K -$45.1K -457 -11%
FMP
1202
Financial Management Professionals
Texas
$350K -$11K -111 -3%
RWA
1203
River Wealth Advisors
Pennsylvania
$349K -$15.9K -161 -4%
EIA
1204
Edgemoor Investment Advisors
Maryland
$348K
LSAG
1205
Lake Street Advisors Group
New Hampshire
$348K +$3.48K +33 +1%
MA
1206
MCF Advisors
Kentucky
$346K +$98.5K +999 +40%
MSWMA
1207
Market Street Wealth Management Advisors
Indiana
$345K
RB
1208
Renasant Bank
Mississippi
$345K +$1.19K +12 +0.3%
BBNB
1209
Baker Boyer National Bank
Washington
$345K +$345K +3,216 New
CA
1210
Claro Advisors
Massachusetts
$344K +$4.84K +49 +1%
WG
1211
Watchman Group
Texas
$342K -$72.5K -733 -17%
HCP
1212
Hexagon Capital Partners
Arkansas
$342K +$99 +1 +0%
WAM
1213
Weatherly Asset Management
California
$342K +$1.09K +11 +0.3%
HIM
1214
Hotaling Investment Management
Pennsylvania
$341K
BCM
1215
Boltwood Capital Management
California
$340K
DBT
1216
Dubuque Bank & Trust
Iowa
$337K -$14.8K -150 -4%
JPMIA
1217
J.P. Marvel Investment Advisors
Massachusetts
$337K
CG
1218
Caprock Group
Idaho
$336K +$336K +3,406 New
MP
1219
McDonald Partners
Ohio
$335K +$124K +1,252 +58%
P
1220
Pitcairn
Pennsylvania
$333K -$1.48K -15 -0.4%
FA
1221
Fagan Associates
New York
$333K
MAG
1222
Mayfair Advisory Group
Alabama
$333K
BOM
1223
Bank of Marin
California
$330K -$14.8K -150 -4%
SC
1224
Steph & Co
Wisconsin
$330K +$19.6K +199 +6%
FMB
1225
Field & Main Bank
Kentucky
$330K +$25.2K +255 +8%