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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 %
HCM
1576
Highlander Capital Management
New Jersey
$25K
MWC
1577
MBM Wealth Consultants
Missouri
$25K +$2.91K +29 +13%
LWCFA
1578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25K +255 New
LD
1579
Lipe & Dalton
New York
$24K
PP
1580
Pacifica Partners
Canada
$23K
GWSG
1581
GPS Wealth Strategies Group
Colorado
$23K
PFA
1582
Professional Financial Advisors
Nebraska
$23K
AIG
1583
American International Group
New York
$22.2K -$233 -2,365 -1%
BHWM
1584
Bay Harbor Wealth Management
Maryland
$22K -$33.8K -340 -61%
CP
1585
Corbenic Partners
Pennsylvania
$21K -$9.86K -100 -32%
SWA
1586
SOA Wealth Advisors
New York
$21K -$3.79K -39 -15%
PWS
1587
Paragon Wealth Strategies
Florida
$20K +$20K +200 New
ETI
1588
Enterprise Trust & Investment
California
$20K +$20K +200 New
FWM
1589
Focused Wealth Management
New York
$19K
TFGT
1590
TS Financial Group (TSFG)
Illinois
$19K +$13.3K +134 +231%
BDWM
1591
Brewin Dolphin Wealth Management
Ireland
$18.3K +$18.3K +185 New
JWA
1592
JFS Wealth Advisors
Pennsylvania
$18K +$18K +185 New
HF
1593
Halpern Financial
Virginia
$18K
HFA
1594
Hoover Financial Advisors
Pennsylvania
$17K -$1.18K -12 -6%
SA
1595
SRH Advisors
Kansas
$17K
TCWA
1596
Ten Capital Wealth Advisors
Washington
$17K +$9.18K +95 +117%
VCM
1597
Vigilant Capital Management
Maine
$17K +$17K +168 New
FP
1598
Financial Perspectives
Minnesota
$16.6K -$1.58M -16,049 -99%
RTC
1599
Riverview Trust Company
Washington
$16K
RG
1600
Retirement Group
California
$16K