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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 %
BB
1301
Berkshire Bank
Massachusetts
$275K +$3.94K +40 +1%
HAIM
1302
Hunter Associates Investment Management
Pennsylvania
$273K +$273K +2,765 New
BCA
1303
Biltmore Capital Advisors
New Jersey
$272K -$72.7K -737 -21%
ICP
1304
Interchange Capital Partners
Pennsylvania
$272K +$9.94K +101 +4%
FDCDDQ
1305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K -$1.64M -16,660 -86%
RWP
1306
RWA Wealth Partners
Massachusetts
$271K +$9.07K +92 +3%
CHP
1307
Cable Hill Partners
Oregon
$271K +$14.7K +149 +6%
BA
1308
Bennicas & Associates
California
$270K
DW
1309
Domani Wealth
Pennsylvania
$270K
FLPIM
1310
F.L. Putnam Investment Management
Massachusetts
$269K -$56.1K -568 -17%
LB
1311
Leo Brokerage
Texas
$268K -$3.26K -33 -1%
FVWA
1312
Foster Victor Wealth Advisors
South Carolina
$268K +$8.98K +91 +3%
FIA
1313
Foundations Investment Advisors
Arizona
$266K +$25K +248 +10%
5L
1314
55I LLC
Massachusetts
$265K +$265K +2,687 New
HIC
1315
Harvey Investment Company
Kentucky
$264K
BWA
1316
Bordeaux Wealth Advisors
California
$263K
PFT
1317
Providence First Trust
Arizona
$263K
COCM
1318
Charter Oak Capital Management
New Hampshire
$263K
YMRC
1319
Yorktown Management & Research Company
Virginia
$262K
SMH
1320
Sanders Morris Harris
Texas
$261K -$48.5K -492 -16%
CA
1321
CapWealth Advisors
Tennessee
$261K -$24.2K -245 -8%
NB
1322
Nicolet Bankshares
Wisconsin
$261K -$988 -10 -0.4%
VCAM
1323
Van Cleef Asset Management
Ohio
$261K
RWI
1324
Red Wave Investments
Pennsylvania
$261K +$4.84K +49 +2%
SFSIG
1325
San Francisco Sentry Investment Group
California
$261K +$19.2K +195 +8%