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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 %
SFP
1601
Sterling Financial Planning
New Jersey
$15K
OCM
1602
Orion Capital Management
California
$15K
EWA
1603
Evolution Wealth Advisors
Florida
$14K
SMG
1604
Spectrum Management Group
Indiana
$14K
SSC
1605
Syverson Strege & Co
Iowa
$14K +$97 +1 +0.7%
KC
1606
Kepos Capital
New York
$14K +$14K +142 New
FEG
1607
Financial Enhancement Group
Indiana
$13K -$29.7K -304 -70%
LWA
1608
Lowe Wealth Advisors
Maryland
$13K
MIM
1609
Macroview Investment Management
Maryland
$13K +$102 +1 +0.8%
BC
1610
Burleson & Co
California
$12K +$101 +1 +0.8%
DAM
1611
Delta Asset Management
Tennessee
$12K +$8.48K +89 +241%
BCM
1612
Bourgeon Capital Management
Connecticut
$12K +$12K +120 New
ACM
1613
Anfield Capital Management
California
$12K +$12K +121 New
CCM
1614
Cribstone Capital Management
Maine
$10K
ACM
1615
AUA Capital Management
Pennsylvania
$10K
TI
1616
Truehand Inc
New Hampshire
$9K
PWP
1617
Personal Wealth Partners
Minnesota
$9K +$9K +87 New
SGAM
1618
Smith Group Asset Management
Texas
$8K
PG
1619
Proffitt & Goodson
Tennessee
$8K
BEI
1620
Benjamin Edwards Inc
Missouri
$8K +$95 +1 +1%
ZC
1621
Zeit Capital
Colorado
$7K
AW
1622
Avion Wealth
Texas
$7K +$486 +5 +7%
RAM
1623
Riggs Asset Management
Pennsylvania
$7K +$7K +75 New
FWM
1624
Filbrandt Wealth Management
Wisconsin
$6K -$2.59K -25 -30%
TCM
1625
TD Capital Management
Tennessee
$6K