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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 %
BBL
1326
Beck Bode LLC
Massachusetts
$249K +$249K +2,575 New
CCA
1327
Cobblestone Capital Advisors
New York
$248K -$39.6K -410 -14%
BWCS
1328
Beirne Wealth Consulting Services
Connecticut
$248K -$20.9K -217 -8%
ITIM
1329
Indiana Trust & Investment Management
Indiana
$248K
MPI
1330
Mairs & Power Inc
Minnesota
$248K +$8.29K +86 +3%
PWM
1331
PBMares Wealth Management
Virginia
$248K +$35.9K +372 +17%
BCM
1332
Becker Capital Management
Oregon
$248K +$248K +2,573 New
CCC
1333
Chelsea Counsel Company
California
$247K -$39.4K -408 -14%
AFG
1334
Allegheny Financial Group
Pennsylvania
$247K +$1.45K +15 +0.6%
KTM
1335
Keeler Thomas Management
Utah
$246K -$1.79M -18,593 -88%
BOTW
1336
Bank of the West
California
$245K -$43.4K -450 -15%
BWM
1337
BCGM Wealth Management
Indiana
$245K -$7.29K -72 -3%
FMTC
1338
Farmers & Merchants Trust Company
California
$245K +$245K +2,537 New
EHWM
1339
Eads & Heald Wealth Management
Georgia
$244K +$2.41K +25 +1%
EWF
1340
Epstein & White Financial
California
$243K -$19.5K -201 -7%
AAS
1341
Annex Advisory Services
Wisconsin
$243K +$243K +2,523 New
MA
1342
MCF Advisors
Kentucky
$242K
ECM
1343
Evergreen Capital Management
Washington
$242K +$5.21K +54 +2%
BCMO
1344
Buckingham Capital Management (Ohio)
Ohio
$242K +$242K +2,503 New
SJL
1345
Shayne & Jacobs LLC
Tennessee
$241K
V
1346
VeraBank
Texas
$241K
MA
1347
Mezzasalma Advisors
New Jersey
$240K
RWA
1348
Redhawk Wealth Advisors
Minnesota
$240K +$2.13K +22 +0.9%
SRC
1349
Stone Run Capital
New York
$240K +$240K +2,487 New
CIA
1350
ClearBridge Investments (Australia)
Australia
$239K -$67.3K -699 -22%