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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 %
TCM
1451
Tradewinds Capital Management
Washington
$167K -$774 -8 -0.5%
CFFP
1452
Center for Financial Planning
Michigan
$167K
WAP
1453
Wealthcare Advisory Partners
Pennsylvania
$167K +$167K +1,729 New
HWA
1454
HHM Wealth Advisors
Tennessee
$165K
PSIWM
1455
Paradigm Strategies in Wealth Management
Minnesota
$153K +$153K +1,583 New
FCM
1456
Firestone Capital Management
Florida
$150K
AP
1457
Atwood & Palmer
Missouri
$150K +$19.5K +201 +15%
ATC
1458
Adirondack Trust Company
New York
$148K +$11.1K +115 +8%
CCC
1459
Crescent Capital Consulting
Louisiana
$147K +$119K +1,235 +417%
TWM
1460
Tradition Wealth Management
Minnesota
$145K +$771 +8 +0.5%
CMBA
1461
C.M. Bidwell & Associates
Hawaii
$145K +$145K +1,500 New
CI
1462
CX Institutional
Indiana
$144K +$16.9K +175 +13%
VCM
1463
Versant Capital Management
Arizona
$143K
DOA
1464
D'Orazio & Associates
Virginia
$139K +$96 +1 +0.1%
PMFA
1465
Plante Moran Financial Advisors
Michigan
$139K +$1.16K +12 +0.8%
GAM
1466
Grandview Asset Management
Pennsylvania
$138K +$138K +1,430 New
VNA
1467
Valley National Advisers
Pennsylvania
$136K
PWA
1468
Phoenix Wealth Advisors
North Carolina
$135K +$16K +166 +13%
SQA
1469
Simon Quick Advisors
New Jersey
$133K +$107K +1,110 +413%
VC
1470
Vestor Capital
Illinois
$131K
BCA
1471
Berman Capital Advisors
Georgia
$129K +$10.5K +109 +9%
RFA
1472
Reilly Financial Advisors
California
$126K +$4.05K +42 +3%
PGAM
1473
Princeton Global Asset Management
New Jersey
$125K -$19.2K -200 -13%
TFA
1474
Toth Financial Advisory
Virginia
$121K -$26.6K -276 -18%
CLOS
1475
Compagnie Lombard Odier SCmA
Switzerland
$121K