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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 %
MCM
1426
McMillion Capital Management
North Carolina
$205K
SDAM
1427
Shulman DeMeo Asset Management
New York
$204K -$595 -23 -0.3%
W
1428
Wealthquest
Ohio
$204K +$204K +2,114 New
LIG
1429
Lokken Investment Group
Delaware
$203K +$203K +2,106 New
BAIA
1430
Bel Air Investment Advisors
California
$203K +$203K +2,107 New
LBC
1431
Lowe Brockenbrough & Co
Virginia
$202K -$13.1K -136 -6%
PFO
1432
Pathstone Family Office
New Jersey
$202K +$10.5K +108 +5%
CTB
1433
Country Trust Bank
Illinois
$202K +$30.9K +320 +18%
ED
1434
Exane Derivatives
France
$201K +$23.4K +242 +13%
MCA
1435
Mercer Capital Advisers
New Jersey
$198K
RDFA
1436
Ritter Daniher Financial Advisory
Ohio
$196K +$193 +2 +0.1%
SM
1437
SG3 Management
Puerto Rico
$193K +$193K +2,000 New
BAM
1438
Barrett Asset Management
New York
$192K
VBCG
1439
Valley Brook Capital Group
Pennsylvania
$192K
PB
1440
Pinnacle Bancorp
Nebraska
$189K
KTC
1441
Kistler-Tiffany Companies
Pennsylvania
$188K +$7.25K +75 +4%
MCM
1442
MV Capital Management
Maryland
$184K +$1.74K +18 +1%
SCM
1443
Silvant Capital Management
Georgia
$182K
ST
1444
Smithfield Trust
Pennsylvania
$180K -$38.4K -400 -18%
HS
1445
Horan Securities
United States
$179K -$578 -6 -0.3%
MRCM
1446
M&R Capital Management
New Jersey
$178K
LWM
1447
Liberty Wealth Management
California
$176K
AA
1448
AlphaMark Advisors
Kentucky
$170K +$48.4K +500 +40%
SN
1449
Sittner & Nelson
Oregon
$170K +$91.5K +950 +116%
FP
1450
Financial Perspectives
Minnesota
$168K +$148K +14,299 +746%