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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 %
MWP
1576
Meridian Wealth Partners
Pennsylvania
$24K -$42.6K -445 -64%
SWA
1577
SOA Wealth Advisors
New York
$24K -$94 -1 -0.4%
HCM
1578
Highlander Capital Management
New Jersey
$24K
CL
1579
COWA LLC
Oklahoma
$23K -$97.9K -1,000 -81%
LD
1580
Lipe & Dalton
New York
$23K
PFA
1581
Professional Financial Advisors
Nebraska
$22K +$95 +1 +0.4%
PP
1582
Pacifica Partners
Canada
$22K +$96 +1 +0.4%
GWSG
1583
GPS Wealth Strategies Group
Colorado
$22K +$22K +235 New
AIG
1584
American International Group
New York
$22K +$327 +3,383 +2%
APWA
1585
Atlas Private Wealth Advisors
New Jersey
$21K +$98 +1 +0.5%
MWC
1586
MBM Wealth Consultants
Missouri
$21K +$21K +220 New
RA
1587
Resolute Advisors
California
$20K +$20K +273 New
FWM
1588
Focused Wealth Management
New York
$19K -$2.46K -25 -11%
SIAP
1589
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$189 +2 +1%
HFA
1590
Hoover Financial Advisors
Pennsylvania
$19K +$1.23K +12 +7%
AIM
1591
Arcadia Investment Management
Michigan
$18K +$18K +188 New
HF
1592
Halpern Financial
Virginia
$17.6K +$5.7K +59 +48%
SA
1593
SRH Advisors
Kansas
$17K
RG
1594
Retirement Group
California
$16K
RTC
1595
Riverview Trust Company
Washington
$16K
WCM
1596
Wealthcare Capital Management
Virginia
$16K +$16K +164 New
HR
1597
Howe & Rusling
New York
$15K
OCM
1598
Orion Capital Management
California
$14K
SMG
1599
Spectrum Management Group
Indiana
$14K
SFP
1600
Sterling Financial Planning
New Jersey
$14K