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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 %
VNA
1476
Valley National Advisers
Pennsylvania
$134K -$4.83K -49 -3%
VC
1477
Vestor Capital
Illinois
$134K
CP
1478
Castleview Partners
Texas
$133K +$133K +1,343 New
TWA
1479
TCI Wealth Advisors
Arizona
$129K +$9.16K +93 +8%
APP
1480
Alpha Paradigm Partners
Illinois
$129K +$74.4K +751 +136%
RFA
1481
Reilly Financial Advisors
California
$125K -$4.15K -42 -3%
TFA
1482
Toth Financial Advisory
Virginia
$125K +$791 +8 +0.6%
ACM
1483
Adalta Capital Management
New York
$124K
BWM
1484
Baystate Wealth Management
Massachusetts
$123K
CLOS
1485
Compagnie Lombard Odier SCmA
Switzerland
$123K
AWM
1486
AllSquare Wealth Management
New York
$117K
SQA
1487
Simon Quick Advisors
New Jersey
$116K -$19.2K -196 -14%
LS
1488
Leelyn Smith
Illinois
$115K
AWM
1489
Atticus Wealth Management
Florida
$115K
AA
1490
Addison Advisors
Vermont
$112K +$112K +1,134 New
CM
1491
Capula Management
Cayman Islands
$111K -$712K -7,207 -87%
KFI
1492
Key Financial Inc
Pennsylvania
$111K
CWA
1493
Clearview Wealth Advisors
Oregon
$111K +$36K +363 +48%
TF
1494
TimeScale Financial
Massachusetts
$106K +$887 +9 +0.8%
PSB
1495
Piscataqua Savings Bank
New Hampshire
$105K
MCM
1496
Manchester Capital Management
Vermont
$103K +$12.3K +124 +14%
Q
1497
QVR
California
$103K +$103K +1,046 New
WB
1498
Webster Bank
Connecticut
$101K -$5.92K -60 -6%
CAGAS
1499
Capital Advisory Group Advisory Services
Minnesota
$101K
SAM
1500
S.A. Mason
Michigan
$99K