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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
27.55%
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 %
PAM
351
Panagora Asset Management
Massachusetts
$5.81M +$1.08M +11,129 +23%
GWM
352
Geneos Wealth Management
Colorado
$5.8M -$104K -1,076 -2%
KPWS
353
Kestra Private Wealth Services
Texas
$5.73M +$209K +2,156 +4%
SPIA
354
Steward Partners Investment Advisory
New York
$5.73M +$645K +6,669 +13%
CIA
355
Capital Investment Advisors
Georgia
$5.7M -$129K -1,338 -2%
TPCW
356
TD Private Client Wealth
New York
$5.67M -$706K -7,295 -11%
SSWM
357
Smith Salley Wealth Management
North Carolina
$5.67M -$295K -3,047 -5%
KRS
358
Kentucky Retirement Systems
Kentucky
$5.66M -$301K -3,113 -5%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$5.63M
PFA
360
Pathway Financial Advisers
Indiana
$5.62M -$44.1K -456 -0.8%
VPIM
361
Vanguard Personalized Indexing Management
California
$5.53M +$695K +7,183 +14%
PMG
362
ProVise Management Group
Florida
$5.52M -$278K -2,877 -5%
BPA
363
Beacon Pointe Advisors
California
$5.46M -$487K -5,035 -8%
CA
364
Commerzbank Aktiengesellschaft
Germany
$5.45M +$550K +5,686 +11%
PP
365
Prudential plc
United Kingdom
$5.44M -$2.13M -22,028 -28%
CM
366
Churchill Management
California
$5.4M -$145K -1,503 -3%
DRP
367
Decade Renewable Partners
Texas
$5.39M +$5.39M +55,682 New
KFP
368
KMG Fiduciary Partners
Ohio
$5.37M +$100K +1,039 +2%
AIMC
369
Alley Investment Management Company
Illinois
$5.34M -$25.9K -268 -0.5%
MIM
370
Marco Investment Management
Georgia
$5.31M +$206K +2,128 +4%
ECM
371
Estabrook Capital Management
New York
$5.24M -$46.3K -479 -0.9%
FFA
372
Founders Financial Alliance
North Carolina
$5.24M +$209K +2,164 +4%
SPC
373
Sigma Planning Corp
Michigan
$5.13M +$2.96M +30,580 +136%
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.12M -$163K -1,690 -3%
TCM
375
Teza Capital Management
Illinois
$5.11M +$5.11M +52,840 New