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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 %
LA
501
Lynch & Associates
Indiana
$3.04M +$31.8K +329 +1%
MLICM
502
Metropolitan Life Insurance Company (MetLife)
New York
$3.01M -$26.5K -274 -0.9%
VWMG
503
Virginia Wealth Management Group
Virginia
$3M +$775K +8,015 +35%
OAM
504
Occidental Asset Management
California
$2.98M +$1.75M +18,051 +141%
MCM
505
MAI Capital Management
Ohio
$2.98M +$899K +9,292 +43%
PMIA
506
Patrick Mauro Investment Advisor
Illinois
$2.98M -$1.12M -11,631 -27%
CWC
507
Carolinas Wealth Consulting
North Carolina
$2.98M -$12.1M -125,430 -80%
CC
508
Cornerstone Capital
California
$2.96M -$7.94M -82,068 -73%
PA
509
Pinnacle Associates
New York
$2.95M +$222K +2,299 +8%
FNB
510
Farmers National Bank
Kentucky
$2.94M -$23.3K -241 -0.8%
MA
511
Montag & Associates
Georgia
$2.93M -$7.25K -75 -0.2%
APP
512
Avantax Planning Partners
Iowa
$2.92M +$815K +8,432 +39%
CCM
513
Cohen Capital Management
California
$2.91M
ATC
514
Argent Trust Co
Tennessee
$2.91M -$156K -1,608 -5%
BPC
515
Banque Pictet & Cie
Switzerland
$2.9M
SCM
516
Schnieders Capital Management
California
$2.9M -$29K -300 -1%
PS
517
Principal Securities
Iowa
$2.88M +$328K +3,395 +13%
IA
518
IFG Advisory
Georgia
$2.88M -$489K -5,052 -14%
GCA
519
Greenwood Capital Associates
South Carolina
$2.87M -$30K -310 -1%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$2.86M +$24.8K +256 +0.9%
CC
521
Constitution Capital
Connecticut
$2.83M +$254K +2,630 +10%
MA
522
Mutual Advisors
Nebraska
$2.81M +$96.9K +1,002 +4%
FWP
523
FAS Wealth Partners
Kansas
$2.81M +$73.4K +759 +3%
CAG
524
Csenge Advisory Group
Florida
$2.79M +$133K +1,372 +5%
PCIA
525
Prime Capital Investment Advisors
Kansas
$2.79M +$186K +1,920 +7%