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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 %
VA
1376
Valmark Advisers
Ohio
$228K -$11.7K -121 -5%
FC
1377
FCA Corp
Texas
$228K
BCAM
1378
Boston Common Asset Management
Massachusetts
$228K +$11.7K +121 +5%
GAG
1379
GM Advisory Group
New York
$227K
Kayne Anderson Rudnick Investment Management
1380
Kayne Anderson Rudnick Investment Management
California
$227K +$2.41K +25 +1%
SRC
1381
Sage Rhino Capital
California
$227K +$4.63K +48 +2%
FWM
1382
Foresight Wealth Management
Utah
$226K
NPF
1383
Norris Perne & French
Michigan
$225K -$169K -1,759 -43%
MKC
1384
M. Kraus & Co
Vermont
$225K -$47.2K -489 -17%
WFMPM
1385
Woodley Farra Manion Portfolio Management
Indiana
$225K -$15.5K -160 -6%
CWS
1386
Cypress Wealth Services
California
$224K -$119K -1,232 -35%
CRIG
1387
Charter Research & Investment Group
Connecticut
$224K
FFG
1388
Frisch Financial Group
New York
$224K +$966 +10 +0.4%
WW
1389
Westshore Wealth
California
$224K +$224K +2,320 New
AIM
1390
Axiom Investment Management
New York
$223K +$223K +2,310 New
LWM
1391
Loveless Wealth Management
Montana
$222K +$222K +2,300 New
CWM
1392
Chesapeake Wealth Management
Virginia
$221K
CWP
1393
CFM Wealth Partners
Texas
$221K +$2.32K +24 +1%
RCA
1394
Ranch Capital Advisors
Florida
$220K
UAS
1395
United Asset Strategies
New York
$219K +$219K +2,272 New
WTB
1396
Washington Trust Bank
Washington
$218K
CBT
1397
Central Bank & Trust
Kentucky
$218K
DFA
1398
Delta Financial Advisors
Louisiana
$217K -$354K -5,784 -62%
SFO
1399
Stokes Family Office
Louisiana
$217K -$2.22K -23 -1%
COF
1400
Capital One Financial
Virginia
$216K -$28K -290 -11%