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Duke Energy

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
251
TownSquare Capital
Utah
$10.2M +$4.16M +42,971 +68%
NYLIM
252
New York Life Investment Management
New York
$10.2M -$383K -3,965 -4%
X
253
Xponance
Pennsylvania
$10.1M +$581K +6,008 +6%
EAM
254
Eagle Asset Management
Florida
$10.1M -$157K -1,633 -2%
Schroder Investment Management Group
255
Schroder Investment Management Group
United Kingdom
$10.1M +$112K +1,153 +1%
JCM
256
Janney Capital Management
Pennsylvania
$10.1M -$3.69M -38,203 -27%
ACG
257
Aventail Capital Group
New York
$10M +$10M +103,631 New
SCA
258
Stonebridge Capital Advisors
Minnesota
$9.99M +$659K +6,813 +7%
RRAM
259
River Road Asset Management
Kentucky
$9.98M +$1.81M +18,665 +22%
ProShare Advisors
260
ProShare Advisors
Maryland
$9.85M -$159K -1,649 -2%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$9.82M +$1.31M +13,580 +15%
MOACM
262
Mutual of America Capital Management
New York
$9.78M -$197K -2,036 -2%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$9.76M -$6.78M -70,155 -41%
MHC
264
Meyer Handelman Company
New York
$9.4M -$1.98M -20,493 -17%
ICG
265
InterOcean Capital Group
Tennessee
$9.32M +$4M +41,361 +75%
ETC
266
Exchange Traded Concepts
Oklahoma
$9.27M +$8.62M +89,127 +1,320%
ZB
267
Zions Bancorporation
Utah
$9.26M +$526K +5,443 +6%
DIA
268
Dean Investment Associates
Ohio
$8.96M +$480K +4,962 +6%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$8.96M +$491K +5,082 +6%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$8.93M +$347K +3,592 +4%
AWS
271
Atria Wealth Solutions
New York
$8.85M +$711K +7,354 +9%
Focus Partners Wealth
272
Focus Partners Wealth
Massachusetts
$8.75M +$1.39M +14,343 +19%
PAA
273
Peregrine Asset Advisers
Oregon
$8.75M +$7.63M +78,853 +680%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$8.73M -$6.71M -69,416 -43%
William Blair & Company
275
William Blair & Company
Illinois
$8.71M -$173K -1,793 -2%