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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 %
HI
1551
Human Investing
Oregon
$38K
APW
1552
Acima Private Wealth
Virginia
$36K
CH
1553
Canton Hathaway
Rhode Island
$35K +$13.2K +138 +61%
MWM
1554
Mascoma Wealth Management
New Hampshire
$35K +$35K +362 New
TIM
1555
Tortoise Investment Management
New York
$34K +$1.55K +16 +5%
JWBC
1556
John W. Brooker & Co
California
$33K
LAM
1557
Lountzis Asset Management
Pennsylvania
$32.1K
AP
1558
Arlington Partners
Alabama
$32K
RWG
1559
Regal Wealth Group
California
$31K +$97 +1 +0.3%
CG
1560
Cutler Group
California
$31K +$31K +330 New
SJIM
1561
St. Johns Investment Management
Florida
$30K
APWM
1562
Atlas Private Wealth Management
New York
$30K +$5.05K +52 +20%
WOC
1563
West Oak Capital
California
$30K +$9.11K +95 +44%
CP
1564
Corbenic Partners
Pennsylvania
$30K +$13.3K +139 +80%
EWM
1565
Edge Wealth Management
New York
$29K -$386K -3,997 -93%
GFPC
1566
Global Financial Private Client
Florida
$28.9K
MLFP
1567
MPS Loria Financial Planners
Illinois
$28K
BAMG
1568
Brand Asset Management Group
Missouri
$28K +$12.9K +133 +85%
AWC
1569
Abundance Wealth Counselors
Pennsylvania
$28K +$28K +290 New
GTAM
1570
Global Trust Asset Management
Florida
$27K -$88.6K -906 -77%
SL
1571
Savior LLC
Massachusetts
$27K
SPWG
1572
Sage Private Wealth Group
Illinois
$26K
JPLA
1573
Joseph P. Lucia & Associates
New York
$26K +$16.2K +166 +166%
CAL
1574
Capital Advisors Ltd
Ohio
$25K
EAM
1575
Eukles Asset Management
Ohio
$25K