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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 %
GAM
1501
Gemmer Asset Management
California
$80K
EIP
1502
Ellis Investment Partners
Pennsylvania
$80K +$480 +5 +0.6%
AL
1503
ADE LLC
Maryland
$79K
MIFH
1504
Migdal Insurance & Financial Holdings
Israel
$79K +$3.38K +35 +4%
LC
1505
Lindbrook Capital
California
$79K +$7.39K +77 +10%
RWB
1506
RMR Wealth Builders
New Jersey
$79K +$79K +814 New
PWM
1507
Prentice Wealth Management
New York
$79K +$79K +816 New
BDS
1508
Banco de Sabadell
Florida
$77K
EW
1509
Evoke Wealth
California
$77K +$32.4K +335 +73%
HWMA
1510
Heritage Wealth Management (Arizona)
Arizona
$77K +$77K +796 New
FPS
1511
Fieldpoint Private Securities
Connecticut
$76K -$40.5K -422 -35%
PWMG
1512
Prestige Wealth Management Group
New Jersey
$75K +$2.31K +24 +3%
LF
1513
Lee Financial
Texas
$74K
JMF
1514
Johnson Midwest Financial
Iowa
$74K +$484 +5 +0.7%
CWA
1515
Clearview Wealth Advisors
Oregon
$73K +$5.6K +58 +8%
HCM
1516
Horrell Capital Management
Arkansas
$72K
JWM
1517
Janiczek Wealth Management
Colorado
$69K -$4.26K -44 -6%
LFG
1518
Larson Financial Group
Missouri
$69K +$18.3K +190 +36%
RIM
1519
Rockbridge Investment Management
New York
$65K +$3.35K +35 +5%
PCTC
1520
Perkins Coie Trust Company
Washington
$64K -$64.5K -666 -50%
SBL
1521
Sargent Bickham Lagudis
Colorado
$64K -$29.5K -307 -32%
EDRH
1522
Edmond de Rothschild Holding
Switzerland
$64K
TFM
1523
TFC Financial Management
Massachusetts
$64K
PI
1524
PineBridge Investments
New York
$62K -$25K -260 -29%
PO
1525
Private Ocean
California
$62K +$3.88K +40 +7%