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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
476
Pegasus Asset Management
New York
$3.29M +$76.8K +794 +2%
LCM
477
Logan Capital Management
Pennsylvania
$3.28M +$42.7K +442 +1%
ST
478
Sentinel Trust
Texas
$3.27M
WCAMG
479
Woodard & Company Asset Management Group
North Carolina
$3.26M +$1.2M +12,423 +58%
SSWG
480
Seven Springs Wealth Group
Tennessee
$3.25M +$561K +5,796 +21%
NS
481
NBC Securities
Alabama
$3.23M +$63.5K +657 +2%
AWM
482
Apollon Wealth Management
South Carolina
$3.22M -$758K -7,842 -19%
KA
483
Keene & Associates
Texas
$3.21M +$67.7K +700 +2%
TMAM
484
Tokio Marine Asset Management
Japan
$3.2M +$93.1K +963 +3%
RIL
485
Rothschild Investment LLC
Illinois
$3.2M +$191K +1,973 +6%
SAMC
486
Spectrum Asset Management (California)
California
$3.19M +$149K +1,542 +5%
ACM
487
Argyle Capital Management
Pennsylvania
$3.17M -$140K -1,444 -4%
PWP
488
Principle Wealth Partners
Connecticut
$3.16M +$562K +5,815 +22%
AAIM
489
American Assets Investment Management
California
$3.16M
SGC
490
Slocum, Gordon & Co
Rhode Island
$3.15M
BFEC
491
Benjamin F. Edwards & Company
Missouri
$3.15M -$322K -3,328 -9%
SB
492
Simmons Bank
Arkansas
$3.13M +$54.8K +567 +2%
Nisa Investment Advisors
493
Nisa Investment Advisors
Missouri
$3.12M -$1.34M -13,823 -30%
MCB
494
Morton Community Bank
Illinois
$3.1M +$163K +1,681 +6%
Nomura Holdings
495
Nomura Holdings
Japan
$3.1M +$1.6M +16,518 +106%
CA
496
Carson Advisory
Georgia
$3.08M +$9.57K +99 +0.3%
AG
497
Ascent Group
Virginia
$3.08M -$3.27M -33,763 -51%
CCG
498
Cypress Capital Group
Florida
$3.08M -$189K -1,950 -6%
PT
499
Plimoth Trust
Massachusetts
$3.07M +$71.7K +741 +2%
TAM
500
Townsend Asset Management
North Carolina
$3.06M +$13.5K +140 +0.4%