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 %
ACM
1476
Adalta Capital Management
New York
$121K +$121K +1,256 New
BWM
1477
Baystate Wealth Management
Massachusetts
$120K
TWA
1478
TCI Wealth Advisors
Arizona
$117K +$2.21K +23 +2%
AWM
1479
AllSquare Wealth Management
New York
$114K
LS
1480
Leelyn Smith
Illinois
$113K -$1.94K -20 -2%
AWM
1481
Atticus Wealth Management
Florida
$112K
RE
1482
RBC Europe
United Kingdom
$110K -$6.37K -66 -5%
SIS
1483
Sound Income Strategies
Florida
$108K +$386 +4 +0.4%
EAM
1484
Erste Asset Management
Austria
$105K
WB
1485
Webster Bank
Connecticut
$104K
TF
1486
TimeScale Financial
Massachusetts
$103K +$869 +9 +0.9%
PSB
1487
Piscataqua Savings Bank
New Hampshire
$103K +$103K +1,065 New
CI Investments Inc
1488
CI Investments Inc
Ontario, Canada
$102K -$17.9K -186 -15%
KFI
1489
Key Financial Inc
Pennsylvania
$102K +$2.71K +28 +3%
CAGAS
1490
Capital Advisory Group Advisory Services
Minnesota
$99K
SAM
1491
S.A. Mason
Michigan
$97K
BAM
1492
Bellevue Asset Management
Washington
$90K
MCM
1493
Manchester Capital Management
Vermont
$89K +$27.3K +281 +44%
CFO
1494
CVA Family Office
Colorado
$88K -$5.69K -59 -6%
FFA
1495
Freedman Financial Associates
Massachusetts
$84K
AF
1496
Allworth Financial
California
$84K +$3.28K +34 +4%
CSPIA
1497
Cary Street Partners Investment Advisory
Virginia
$84K +$28.7K +9,686 +52%
RWM
1498
RBA Wealth Management
California
$82.8K +$82.8K +858 New
SIM
1499
Sonora Investment Management
Arizona
$80K -$49K -505 -38%
CWM
1500
Cranbrook Wealth Management
Michigan
$80K