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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 %
PGFC
426
Peapack-Gladstone Financial Corp
New Jersey
$4.15M +$22.3K +231 +0.5%
WCM
427
Whitener Capital Management
North Carolina
$4.14M +$112K +1,157 +3%
UCFA
428
United Capital Financial Advisors
Texas
$4.01M +$813K +8,411 +25%
SP
429
Stablepoint Partners
Massachusetts
$3.99M +$296K +3,058 +8%
HIC
430
Holderness Investments Company
North Carolina
$3.98M -$4.26K -44 -0.1%
AssetMark Inc
431
AssetMark Inc
California
$3.95M +$257K +2,661 +7%
FHA
432
First Horizon Advisors
Tennessee
$3.95M +$95.7K +990 +2%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$3.91M +$294K +3,043 +8%
SIG
434
Sky Investment Group
Connecticut
$3.9M +$5.8K +60 +0.1%
SIC
435
Salem Investment Counselors
North Carolina
$3.87M -$56.4K -583 -1%
AF
436
Ally Financial
Michigan
$3.87M +$3.87M +40,000 New
CCP
437
Clough Capital Partners
Massachusetts
$3.86M
LFAS
438
Level Four Advisory Services
Texas
$3.85M
CA
439
Cornerstone Advisors
North Carolina
$3.81M
LIM
440
Leavell Investment Management
Alabama
$3.8M -$377K -3,895 -9%
RIA
441
Regal Investment Advisors
Michigan
$3.77M -$44.4K -459 -1%
SFS
442
Sowell Financial Services
Arkansas
$3.76M +$108K +1,114 +3%
NMERB
443
New Mexico Educational Retirement Board
New Mexico
$3.76M -$116K -1,200 -3%
SCM
444
Shelton Capital Management
Colorado
$3.75M -$464K -4,800 -11%
CFC
445
Cincinnati Financial Corp
Ohio
$3.75M -$26.2M -271,216 -87%
MFG
446
Merit Financial Group
Georgia
$3.74M +$132K +1,319 +4%
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$3.74M -$107K -1,105 -3%
IA
448
IFP Advisors
Florida
$3.71M +$1.59M +16,437 +75%
IWC
449
Integrated Wealth Concepts
Massachusetts
$3.7M +$623K +6,441 +20%
TI
450
Tidal Investments
Wisconsin
$3.58M +$1.93M +19,919 +116%