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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 %
CC
1276
Cadinha & Co
Hawaii
$290K +$15.9K +161 +6%
CIA
1277
ClearBridge Investments (Australia)
Australia
$290K +$44.9K +455 +18%
IAMOG
1278
Investors Asset Management of Georgia
Georgia
$288K +$4.25K +43 +1%
CWS
1279
Cypress Wealth Services
California
$288K +$58.5K +593 +26%
BL
1280
Balentine LLC
Georgia
$288K +$288K +2,918 New
LAS
1281
Lloyd Advisory Services
Georgia
$287K +$788 +8 +0.3%
TC
1282
Telemus Capital
Michigan
$287K +$9.88K +100 +4%
MFW
1283
Mosaic Family Wealth
Missouri
$286K -$494 -5 -0.2%
CFS
1284
CRA Financial Services
New Jersey
$286K +$99 +1 +0%
1WA
1285
180 Wealth Advisors
Washington
$285K
BWM
1286
Birchcreek Wealth Management
Ohio
$285K
CP
1287
Covenant Partners
Tennessee
$282K
HC
1288
Hourglass Capital
Texas
$282K
GFP
1289
Gryphon Financial Partners
Ohio
$282K +$13.9K +146 +5%
GWA
1290
GGM Wealth Advisors
Maryland
$281K -$10.2K -97 -3%
NAG
1291
Northstar Advisory Group
New Jersey
$281K
FEM
1292
Fulcrum Equity Management
Texas
$280K +$1.88K +19 +0.7%
FMWA
1293
Forvis Mazars Wealth Advisors
Missouri
$279K -$132K -1,335 -32%
QI
1294
Qtron Investments
Massachusetts
$279K
EGM
1295
Engineers Gate Manager
New York
$277K -$1.37M -13,890 -83%
SFG
1296
StrategIQ Financial Group
Indiana
$277K -$3.95K -40 -1%
MCM
1297
Mainstay Capital Management
Michigan
$277K
RCG
1298
Rock Creek Group
District of Columbia
$276K -$30.8K -312 -10%
PCG
1299
Private Capital Group
Connecticut
$276K +$32.7K +332 +13%
WMA
1300
Wealth Management Associates
New Jersey
$275K -$78.6K -796 -22%