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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 %
BFA
401
Benedict Financial Advisors
Georgia
$4.5M +$44.4K +459 +1%
FBT
402
First Bank & Trust
South Dakota
$4.42M +$405K +4,186 +10%
GWMIA
403
Global Wealth Management Investment Advisory
Florida
$4.42M +$191K +1,980 +5%
CGH
404
Crossmark Global Holdings
Texas
$4.42M -$28.3K -293 -0.6%
SAM
405
Securian Asset Management
Minnesota
$4.39M -$323K -3,339 -7%
Vontobel Holding
406
Vontobel Holding
Switzerland
$4.39M -$212K -2,189 -5%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$4.39M -$56.1K -580 -1%
MGP
408
Metis Global Partners
California
$4.39M +$31.3K +324 +0.7%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$4.38M +$4.38M +45,299 New
Fayez Sarofim & Co
410
Fayez Sarofim & Co
Texas
$4.38M -$43K -445 -1%
FB
411
Fulton Bank
Pennsylvania
$4.37M -$12.9K -133 -0.3%
BRM
412
Boston Research & Management
Massachusetts
$4.37M +$107K +1,109 +3%
SFA
413
Semmax Financial Advisors
North Carolina
$4.36M -$175K -1,705 -4%
RFC
414
Regions Financial Corp
Alabama
$4.36M -$414K -4,282 -9%
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$4.34M -$164K -1,700 -4%
IC
416
IEQ Capital
California
$4.34M +$678K +7,007 +19%
QWM
417
Quadcap Wealth Management
Texas
$4.33M -$205K -2,119 -5%
BAMF
418
BI Asset Management Fondsmaeglerselskab
Denmark
$4.32M +$1.68M +17,420 +64%
AMIM
419
Aull & Monroe Investment Management
Alabama
$4.31M -$34K -352 -0.8%
TA
420
Tectonic Advisors
Texas
$4.28M +$379K +3,916 +10%
BIAS
421
Beacon Investment Advisory Services
New Jersey
$4.26M -$62.1K -642 -1%
TWC
422
TD Waterhouse Canada
Ontario, Canada
$4.24M +$120K +1,098 +3%
JIC
423
Johnson Investment Counsel
Ohio
$4.21M -$34K -352 -0.8%
IIM
424
Intact Investment Management
Quebec, Canada
$4.21M
ECU
425
Eisler Capital (UK)
United Kingdom
$4.15M +$4.15M +42,927 New