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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 %
PCA
451
Providence Capital Advisors
North Carolina
$3.58M +$71.4K +738 +2%
BFA
452
Bragg Financial Advisors
North Carolina
$3.58M +$148K +1,535 +4%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$3.57M -$137K -1,421 -4%
BCM
454
Birmingham Capital Management
Alabama
$3.57M -$124K -1,282 -3%
WA
455
Waverly Advisors
Alabama
$3.53M +$1.79M +18,552 +103%
SCP
456
Stamos Capital Partners
California
$3.51M +$61.9K +640 +2%
CAM
457
Close Asset Management
United Kingdom
$3.51M -$20.8K -215 -0.6%
VA
458
Vident Advisory
Georgia
$3.47M +$49.6K +513 +1%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$3.45M -$91.9K -950 -3%
DWP
460
Daymark Wealth Partners
Ohio
$3.45M +$975K +10,086 +39%
JFL
461
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.43M
CAM
462
Cresset Asset Management
Illinois
$3.42M +$194K +2,009 +6%
AAM
463
Advisors Asset Management
Colorado
$3.42M -$277K -2,866 -8%
FM
464
Family Management
New York
$3.4M +$968K +10,007 +40%
BW
465
Bison Wealth
Georgia
$3.39M +$38.7K +400 +1%
Man Group
466
Man Group
United Kingdom
$3.38M +$2.63M +27,173 +349%
JHCP
467
Jackson Hole Capital Partners
Oklahoma
$3.38M +$162K +1,670 +5%
FNBOO
468
First National Bank of Omaha
Nebraska
$3.37M -$903K -7,405 -21%
PFM
469
Premier Fund Managers
United Kingdom
$3.36M +$1.92M +20,000 +133%
FDP
470
Financiere des Professionnels
Quebec, Canada
$3.36M
BG
471
Bahl & Gaynor
Ohio
$3.34M +$102K +1,057 +3%
TCM
472
Twin Capital Management
Pennsylvania
$3.34M +$821K +8,486 +33%
RDWM
473
Red Door Wealth Management
Tennessee
$3.32M +$293K +3,029 +10%
RFM
474
Royal Fund Management
Florida
$3.31M +$72.5K +750 +2%
AWM
475
AE Wealth Management
Kansas
$3.31M -$12.2M -126,627 -79%