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Duke Energy

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
1426
Proficio Capital Partners
Massachusetts
$210K -$29.8K -302 -12%
WP
1427
WMS Partners
Maryland
$209K -$8.4K -85 -4%
DAC
1428
Dividend Assets Capital
South Carolina
$209K -$4.94K -50 -2%
CCA
1429
Childress Capital Advisors
Texas
$207K -$62.5K -635 -23%
W
1430
Wealthquest
Ohio
$207K -$1.48K -15 -0.7%
CTB
1431
Country Trust Bank
Illinois
$207K
NFG
1432
Nations Financial Group
Iowa
$207K +$207K +2,092 New
MFGM
1433
Marshall Financial Group (Maryland)
Maryland
$207K +$207K +2,094 New
CCA
1434
Column Capital Advisors
Indiana
$206K -$9.87K -100 -5%
PFO
1435
Pathstone Family Office
New Jersey
$205K -$1.38K -14 -0.7%
KTC
1436
Kistler-Tiffany Companies
Pennsylvania
$204K +$11.6K +117 +6%
LIG
1437
Lokken Investment Group
Delaware
$203K -$4.63K -47 -2%
MCA
1438
Mercer Capital Advisers
New Jersey
$203K
LCM
1439
Liberty Capital Management
Michigan
$202K -$18.4K -187 -8%
FUBT
1440
First United Bank & Trust
Maryland
$202K +$202K +2,043 New
CA
1441
Clearstead Advisors
Ohio
$201K -$16.8K -170 -8%
RDFA
1442
Ritter Daniher Financial Advisory
Ohio
$200K +$296 +3 +0.1%
MCM
1443
MV Capital Management
Maryland
$199K +$10.8K +109 +6%
Cohen & Steers
1444
Cohen & Steers
New York
$198K +$198K +2,007 New
HSA
1445
Hussman Strategic Advisors
Maryland
$197K -$542K -5,500 -73%
BAM
1446
Barrett Asset Management
New York
$197K
DFCM
1447
Dark Forest Capital Management
Puerto Rico
$195K +$195K +1,976 New
PB
1448
Pinnacle Bancorp
Nebraska
$193K
LWM
1449
Liberty Wealth Management
California
$190K +$2.87K +29 +2%
SCM
1450
Silvant Capital Management
Georgia
$186K