DUK icon

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 %
PCAP
1401
Pratt Collard Advisory Partners
New York
$216K
LCM
1402
Liberty Capital Management
Michigan
$216K
RHFI
1403
Reilly Herbert Faulkner III
$216K +$4.82K +50 +2%
TH
1404
TCTC Holdings
Texas
$215K +$60.4K +628 +39%
SAM
1405
Summit Asset Management
Tennessee
$215K +$215K +2,225 New
CA
1406
Capital Advantage
California
$214K +$214K +2,212 New
PWM
1407
Provident Wealth Management
Tennessee
$213K
MPCG
1408
Matrix Private Capital Group
New York
$213K
CA
1409
Clearstead Advisors
Ohio
$213K +$6.65K +69 +3%
W
1410
WealthOne
New York
$213K +$213K +2,203 New
WP
1411
WMS Partners
Maryland
$212K -$29.8K -309 -12%
LRPA
1412
L. Roy Papp & Associates
Arizona
$212K -$12.5K -130 -6%
LWP
1413
Lumature Wealth Partners
Georgia
$212K +$212K +2,194 New
CAM
1414
Cubic Asset Management
Massachusetts
$212K +$212K +2,200 New
WPA
1415
West Paces Advisors
Georgia
$211K +$90.1K +933 +74%
CCA
1416
Column Capital Advisors
Indiana
$211K
BC
1417
Barnett & Company
Tennessee
$210K -$153K -1,585 -42%
AWS
1418
Arkfeld Wealth Strategies
Nebraska
$210K +$210K +2,148 New
IFAM
1419
Institutional & Family Asset Management
Colorado
$209K
DAC
1420
Dividend Assets Capital
South Carolina
$209K +$4.83K +50 +2%
PWAG
1421
Polaris Wealth Advisory Group
California
$209K +$209K +2,144 New
AO
1422
Advisor OS
Illinois
$208K +$208K +2,170 New
MP
1423
McDonald Partners
Ohio
$207K -$33.6K -348 -14%
KM
1424
Kalos Management
Georgia
$207K +$207K +2,023 New
ACS
1425
Archford Capital Strategies
Illinois
$206K -$481K -4,831 -70%