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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 %
AR
1701
Advisory Research
Illinois
-$230K -2,514 Closed
CCP
1702
Cassia Capital Partners
North Carolina
-$223K -2,432 Closed
BWM
1703
BCS Wealth Management
Tennessee
-$216K -2,355 Closed
QC
1704
QCM Cayman
Texas
-$211K -2,300 Closed
AA
1705
AQR Arbitrage
Connecticut
-$203K -2,238 Closed
XWM
1706
Xcel Wealth Management
Florida
-$201K -2,206 Closed
CPA
1707
Capital Planning Advisors
California
-$201K -2,195 Closed
PCIA
1708
Prime Capital Investment Advisors
Kansas
-$177K -1,932 Closed
FWM
1709
ForthRight Wealth Management
Georgia
-$164K -1,793 Closed
BSSFA
1710
Baron Silver Stevens Financial Advisors
Florida
-$157K -1,716 Closed
NIM
1711
NuWave Investment Management
New Jersey
-$143K -1,566 Closed
PWPS
1712
Pinnacle Wealth Planning Services
Ohio
-$142K -1,552 Closed
CIM
1713
Centersquare Investment Management
Pennsylvania
-$137K -1,500 Closed
AWG
1714
Altus Wealth Group
Colorado
-$129K -1,405 Closed
TPWA
1715
TRUE Private Wealth Advisors
Oregon
-$77K -851 Closed
TIAM2
1716
Tru Independence Asset Management 2
Oregon
-$69K -759 Closed
AWM
1717
Avondale Wealth Management
Texas
-$68K -742 Closed
PS
1718
Planned Solutions
California
-$68K -738 Closed
LGA
1719
Lebenthal Global Advisors
New York
-$67K -732 Closed
SIAG
1720
Signet Investment Advisory Group
Rhode Island
-$55K -600 Closed
FWM
1721
FSA Wealth Management
Massachusetts
-$53K -578 Closed
BWA
1722
Burt Wealth Advisors
Maryland
-$49K -533 Closed
VCG
1723
Vantage Consulting Group
Virginia
-$40K -435 Closed
SFG
1724
Sowa Financial Group
Rhode Island
-$30K -332 Closed
PCA
1725
Peddock Capital Advisors
Massachusetts
-$30K -330 Closed