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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 %
BRWA
301
B. Riley Wealth Advisors
Florida
$7.42M +$276K +3,125 +4%
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$7.41M -$17.8K -184 -0.2%
PTC
303
Philadelphia Trust Company
Pennsylvania
$7.41M +$174K +1,797 +2%
NEAM
304
New England Asset Management
Connecticut
$7.4M +$372K +3,845 +5%
CSS
305
Cubist Systematic Strategies
Connecticut
$7.4M +$7.4M +76,520 New
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$7.38M +$650K +6,723 +10%
CIP
307
Chartwell Investment Partners
Pennsylvania
$7.27M +$7.27M +75,130 New
ACA
308
Aptus Capital Advisors
Alabama
$7.22M +$660K +6,823 +10%
MDCM
309
Morgan Dempsey Capital Management
Wisconsin
$7.17M -$746K -7,714 -9%
SFA
310
Sequoia Financial Advisors
Ohio
$7.1M -$403K -4,172 -5%
FTC
311
Farmers Trust Company
Ohio
$7.08M -$1.16K -12 -0%
PAG
312
Private Advisor Group
New Jersey
$7.06M -$240K -2,485 -3%
KeyBank National Association
313
KeyBank National Association
Ohio
$7.04M +$18K +186 +0.3%
WA
314
Wasatch Advisors
Utah
$7.03M +$251K +2,600 +4%
AI
315
Atria Investments
North Carolina
$6.95M +$212K +2,196 +3%
WCM
316
Windward Capital Management
California
$6.77M -$46.1K -477 -0.7%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$6.77M -$1.5M -15,461 -18%
IF
318
Insight Folios
North Carolina
$6.6M +$204K +2,107 +3%
PSP
319
Principal Street Partners
Tennessee
$6.59M +$1.47M +14,989 +29%
SIA
320
Soltis Investment Advisors
Utah
$6.54M +$247K +2,555 +4%
AAS
321
Avantax Advisory Services
Texas
$6.53M -$396K -4,091 -6%
PP
322
Patten & Patten
Tennessee
$6.52M -$298K -3,084 -4%
CCM
323
Canal Capital Management
Virginia
$6.49M +$644K +6,655 +11%
SC
324
SouthState Corp
Florida
$6.48M -$1.61M -16,606 -20%
SA
325
Strategic Advisors
New York
$6.41M +$677 +7 +0%