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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 %
MC
1351
Middleton & Co
Massachusetts
$239K -$11K -114 -4%
BFS
1352
Bickling Financial Services
Massachusetts
$239K +$967 +10 +0.4%
LFA
1353
Legacy Financial Advisors
Kentucky
$239K +$20.7K +215 +10%
ACP
1354
Aveo Capital Partners
Colorado
$239K +$239K +2,471 New
PCG
1355
Private Capital Group
Connecticut
$238K -$290K -3,010 -55%
FM
1356
Family Management
New York
$238K +$238K +2,465 New
EWM
1357
Empirical Wealth Management
Washington
$237K -$135K -1,400 -36%
SFSIG
1358
San Francisco Sentry Investment Group
California
$237K +$91.9K +950 +63%
FFWA
1359
FRG Family Wealth Advisors
Washington
$236K -$60.2K -625 -20%
BOPW
1360
Brandywine Oak Private Wealth
Pennsylvania
$236K -$54.1K -561 -19%
SCI
1361
S&CO Inc
Massachusetts
$235K
PCP
1362
Proficio Capital Partners
Massachusetts
$235K +$235K +2,432 New
DPIM
1363
Duff & Phelps Investment Management
Illinois
$234K
WAAG
1364
Wealth Alliance Advisory Group
Kansas
$234K +$4.14K +43 +2%
FIA
1365
Foundations Investment Advisors
Arizona
$234K +$234K +2,391 New
GG
1366
Gleason Group
Kentucky
$233K +$2.42K +25 +1%
KA
1367
Klingman & Associates
New York
$233K +$233K +2,412 New
PP
1368
PDS Planning
Ohio
$232K +$232K +2,405 New
SBSB
1369
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K +$28.5K +296 +14%
EIM
1370
Essex Investment Management
Massachusetts
$230K
BSB
1371
Bangor Savings Bank
Maine
$230K +$230K +2,384 New
SA
1372
Shilanski & Associates
Alaska
$229K +$193 +2 +0.1%
SEP
1373
Southland Equity Partners
Missouri
$229K +$4.92K +51 +2%
RCM
1374
Radnor Capital Management
Pennsylvania
$228K -$274K -2,833 -55%
OC
1375
Oarsman Capital
Wisconsin
$228K -$21.5K -223 -9%