DUK icon

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 %
SSC
1601
Syverson Strege & Co
Iowa
$14K +$194 +2 +1%
EWA
1602
Evolution Wealth Advisors
Florida
$14K +$4.11K +42 +42%
LWA
1603
Lenox Wealth Advisors
New York
$14K +$14K +145 New
LWA
1604
Lowe Wealth Advisors
Maryland
$13K
MIM
1605
Macroview Investment Management
Maryland
$12K +$95 +1 +0.8%
CIA
1606
CSat Investment Advisory
Michigan
$12K +$2.81K +30 +31%
FP
1607
Fiduciary Planning
Florida
$11K
BC
1608
Burleson & Co
California
$11K +$11K +118 New
ACM
1609
AUA Capital Management
Pennsylvania
$10K
TI
1610
Truehand Inc
New Hampshire
$9K
CCM
1611
Cribstone Capital Management
Maine
$9K
WCMN
1612
Westchester Capital Management (Nebraska)
Nebraska
$8K -$15.8K -166 -66%
SGAM
1613
Smith Group Asset Management
Texas
$8K
PG
1614
Proffitt & Goodson
Tennessee
$8K
BEI
1615
Benjamin Edwards Inc
Missouri
$8K +$96 +1 +1%
FWM
1616
Filbrandt Wealth Management
Wisconsin
$8K +$2.41K +25 +43%
TCWA
1617
Ten Capital Wealth Advisors
Washington
$7K
TFGT
1618
TS Financial Group (TSFG)
Illinois
$6K -$2.28K -22 -28%
ZC
1619
Zeit Capital
Colorado
$6K
IF
1620
Ironwood Financial
Arizona
$6K
SFPG
1621
Stonebridge Financial Planning Group
Florida
$6K
WAS
1622
Winch Advisory Services
Wisconsin
$6K +$92 +1 +2%
TCM
1623
TD Capital Management
Tennessee
$6K +$6K +61 New
NIC
1624
Northwest Investment Counselors
Oregon
$6K +$6K +64 New
AW
1625
Avion Wealth
Texas
$6K +$6K +67 New