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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 %
CIA
376
Covington Investment Advisors
Pennsylvania
$5.01M -$462K -4,779 -8%
CCM
377
Coldstream Capital Management
Washington
$4.99M -$16K -165 -0.3%
CTC
378
Central Trust Company
Missouri
$4.96M -$194K -2,002 -4%
Brown Advisory
379
Brown Advisory
Maryland
$4.92M -$279K -2,883 -5%
EFIC
380
Eliot Finkel Investment Counsel
California
$4.88M -$87K -900 -2%
ACM
381
Aquatic Capital Management
Illinois
$4.87M +$4.87M +50,400 New
BFG
382
Beacon Financial Group
Texas
$4.86M -$155K -1,602 -3%
MC
383
Moors & Cabot
Massachusetts
$4.85M -$153K -1,579 -3%
LCWP
384
Legacy Capital Wealth Partners
Arkansas
$4.82M +$4.82M +49,037 New
CT
385
Colonial Trust
South Carolina
$4.82M +$99.6K +1,030 +2%
SWP
386
Stratos Wealth Partners
Ohio
$4.81M +$21.1K +218 +0.4%
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$4.81M -$209K -2,165 -4%
FLI
388
Family Legacy Inc
South Carolina
$4.8M -$21.5K -222 -0.4%
TCM
389
Tufton Capital Management
Maryland
$4.78M +$870 +9 +0%
SWP
390
Strategic Wealth Partners
Ohio
$4.77M -$312K -3,225 -6%
PAS
391
Park Avenue Securities
New York
$4.74M -$180K -1,865 -4%
OIA
392
OneDigital Investment Advisors
Kansas
$4.69M -$135K -1,392 -3%
MCC
393
Money Concepts Capital
Florida
$4.68M +$9.86K +102 +0.2%
HPG
394
Harvest Portfolios Group
Ontario, Canada
$4.64M +$30.8K +318 +0.7%
FNBT
395
FineMark National Bank & Trust
Florida
$4.64M -$378K -3,908 -8%
KBC Group
396
KBC Group
Belgium
$4.6M
JPWM
397
Jamison Private Wealth Management
Georgia
$4.57M -$25K -259 -0.5%
Citadel Advisors
398
Citadel Advisors
Florida
$4.54M -$16.6M -171,824 -79%
PFP
399
Pinnacle Financial Partners
Tennessee
$4.53M +$3.1K +32 +0.1%
CPIG
400
Chicago Partners Investment Group
Illinois
$4.51M -$8.15K -83 -0.2%