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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 %
BU
1451
BBVA USA
Alabama
$183K +$183K +1,856 New
IP
1452
Isthmus Partners
Wisconsin
$182K -$176K -1,784 -49%
MRCM
1453
M&R Capital Management
New Jersey
$182K
CI
1454
CX Institutional
Indiana
$182K +$35K +354 +24%
HS
1455
Horan Securities
United States
$180K -$3.66K -37 -2%
AA
1456
AlphaMark Advisors
Kentucky
$174K
CFFP
1457
Center for Financial Planning
Michigan
$171K
HWA
1458
HHM Wealth Advisors
Tennessee
$169K
SBL
1459
Sargent Bickham Lagudis
Colorado
$165K +$99.3K +1,006 +151%
CMBA
1460
C.M. Bidwell & Associates
Hawaii
$163K +$15K +152 +10%
ATC
1461
Adirondack Trust Company
New York
$159K +$8.37K +85 +6%
PSIWM
1462
Paradigm Strategies in Wealth Management
Minnesota
$156K
Walleye Trading
1463
Walleye Trading
New York
$156K +$156K +1,579 New
FCM
1464
Firestone Capital Management
Florida
$153K
H
1465
Hexavest
Quebec, Canada
$152K -$7.34M -74,331 -98%
ST
1466
Smithfield Trust
Pennsylvania
$152K -$32.9K -333 -18%
TWM
1467
Tradition Wealth Management
Minnesota
$149K +$788 +8 +0.5%
GWS
1468
Glassman Wealth Services
Virginia
$146K -$391K -3,965 -73%
SIM
1469
Sonora Investment Management
Arizona
$146K +$64.5K +653 +79%
AAP
1470
Arax Advisory Partners
Colorado
$146K +$146K +1,478 New
AF
1471
Allworth Financial
California
$145K +$58.9K +597 +68%
DOA
1472
D'Orazio & Associates
Virginia
$142K +$98 +1 +0.1%
PWA
1473
Phoenix Wealth Advisors
North Carolina
$140K
AP
1474
Atwood & Palmer
Missouri
$136K -$16.5K -168 -11%
PMFA
1475
Plante Moran Financial Advisors
Michigan
$134K -$7.6K -77 -5%