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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 %
IWS
1276
Insight Wealth Strategies
California
$279K +$3.87K +40 +1%
BWM
1277
Birchcreek Wealth Management
Ohio
$278K +$98.6K +1,023 +55%
MC
1278
Maverick Capital
Texas
$278K +$278K +2,877 New
IAMOG
1279
Investors Asset Management of Georgia
Georgia
$277K
TW
1280
Towerpoint Wealth
California
$277K
HC
1281
Hourglass Capital
Texas
$276K
NAG
1282
Northstar Advisory Group
New Jersey
$275K
SFG
1283
StrategIQ Financial Group
Indiana
$275K +$19.5K +202 +8%
CP
1284
Covenant Partners
Tennessee
$275K +$275K +2,852 New
1WA
1285
180 Wealth Advisors
Washington
$274K -$7.61K -74 -3%
QI
1286
Qtron Investments
Massachusetts
$273K +$273K +2,825 New
LOPW
1287
Live Oak Private Wealth
North Carolina
$272K -$267K -2,770 -50%
NCM
1288
Novare Capital Management
North Carolina
$272K -$16K -166 -6%
TC
1289
Telemus Capital
Michigan
$272K -$2.43K -25 -0.9%
FEM
1290
Fulcrum Equity Management
Texas
$272K +$3.57K +37 +1%
GFP
1291
Gryphon Financial Partners
Ohio
$272K +$13.5K +140 +5%
MCM
1292
Mainstay Capital Management
Michigan
$270K -$3.67K -38 -1%
NFSG
1293
Newbridge Financial Services Group
Florida
$269K +$100K +1,040 +59%
CC
1294
Cadinha & Co
Hawaii
$268K
BB
1295
Berkshire Bank
Massachusetts
$266K -$4.83K -50 -2%
LB
1296
Leo Brokerage
Texas
$265K -$26.4K -274 -9%
MFS
1297
Mirabella Financial Services
United Kingdom
$265K +$265K +2,739 New
BA
1298
Bennicas & Associates
California
$264K -$19.3K -200 -7%
DW
1299
Domani Wealth
Pennsylvania
$264K
CCA
1300
Childress Capital Advisors
Texas
$264K +$106K +1,097 +67%