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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 %
EBA
1526
Eagle Bay Advisors
New York
$68K +$68K +682 New
RIM
1527
Rockbridge Investment Management
New York
$67K
AS
1528
Altshuler Shaham
Israel
$67K +$67K +676 New
VCM
1529
Versant Capital Management
Arizona
$66K -$80.6K -813 -55%
EDRH
1530
Edmond de Rothschild Holding
Switzerland
$66K
PCTC
1531
Perkins Coie Trust Company
Washington
$65K
PO
1532
Private Ocean
California
$63K
ACA
1533
Atlas Capital Advisors
Wyoming
$61.7K +$13.9K +141 +29%
CCC
1534
Crescent Capital Consulting
Louisiana
$61K -$89.6K -911 -60%
CA
1535
Centerpoint Advisors
Massachusetts
$61K
PWMG
1536
Prestige Wealth Management Group
New Jersey
$60K -$16.1K -165 -21%
DI
1537
Disciplined Investments
Oklahoma
$58K
EC
1538
Estate Counselors
Wisconsin
$58K
SCA
1539
Stuart Chaussee & Associates
California
$58K
JGIA
1540
Jackson Grant Investment Advisers
Connecticut
$58K
EL
1541
EMFO LLC
Florida
$58K +$58K +584 New
IRAG
1542
Investment Research & Advisory Group
Georgia
$54K
UFF
1543
USA Financial Formulas
Michigan
$54K +$54K +547 New
CIA
1544
Cascade Investment Advisors
Oregon
$52.8K
FMTCOCP
1545
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
TAM
1546
Tucker Asset Management
Colorado
$49.1K
FFG
1547
Ford Financial Group
California
$49K +$49K +500 New
TFO
1548
Tarbox Family Office
California
$45K -$4.02K -41 -8%
HWMA
1549
Heritage Wealth Management (Arizona)
Arizona
$44K -$34.2K -348 -44%
HCM
1550
Horrell Capital Management
Arkansas
$42K -$32.1K -325 -43%