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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 %
TA
1301
Tectonic Advisors
Texas
$264K +$264K +2,744 New
MIM
1302
Moseley Investment Management
Florida
$262K -$32.1K -333 -11%
BEAM
1303
Baker Ellis Asset Management
Washington
$260K
BST
1304
Bath Savings Trust
Maine
$260K +$22.6K +234 +10%
FVWA
1305
Foster Victor Wealth Advisors
South Carolina
$259K -$44.4K -450 -15%
HIC
1306
Harvey Investment Company
Kentucky
$258K -$8.01K -83 -3%
COCM
1307
Charter Oak Capital Management
New Hampshire
$257K
PFT
1308
Providence First Trust
Arizona
$257K
BWA
1309
Bordeaux Wealth Advisors
California
$257K
ICP
1310
Interchange Capital Partners
Pennsylvania
$257K
RMCM
1311
Reynders McVeigh Capital Management
Massachusetts
$256K -$24.4K -252 -9%
NB
1312
Nicolet Bankshares
Wisconsin
$256K -$2.03K -21 -0.8%
RWP
1313
RWA Wealth Partners
Massachusetts
$256K +$386 +4 +0.2%
TA
1314
Tiedemann Advisors
New York
$256K +$10.5K +109 +4%
YMRC
1315
Yorktown Management & Research Company
Virginia
$256K +$256K +2,650 New
VCAM
1316
Van Cleef Asset Management
Ohio
$255K -$41.4K -429 -14%
RPWA
1317
Regent Peak Wealth Advisors
Georgia
$255K +$6.06K +63 +2%
BRA
1318
Bender Robert & Associates
California
$253K
AAIM
1319
Asset Advisors Investment Management
Georgia
$252K -$9.66K -99 -4%
CHP
1320
Cable Hill Partners
Oregon
$251K -$193 -2 -0.1%
JIC
1321
Joel Isaacson & Co
New York
$251K
SWA
1322
Sutton Wealth Advisors
Florida
$250K +$2.61K +27 +1%
RWI
1323
Red Wave Investments
Pennsylvania
$250K +$16.9K +175 +7%
DS
1324
DRW Securities
Illinois
$250K +$250K +2,591 New
SWMG
1325
Strategic Wealth Management Group
Maryland
$249K +$31K +321 +14%