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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 %
SP
576
SWS Partners
Ohio
$2.4M +$194K +2,005 +9%
EWA
577
EP Wealth Advisors
California
$2.39M +$265K +2,740 +12%
1832 Asset Management
578
1832 Asset Management
Ontario, Canada
$2.38M +$190K +1,964 +9%
FCB
579
First County Bank
Connecticut
$2.37M -$80.2K -829 -3%
HWAM
580
Hennion & Walsh Asset Management
New Jersey
$2.37M -$187K -1,937 -7%
RMC
581
Resources Management Corp
Connecticut
$2.37M -$415K -4,293 -15%
NMIMC
582
Northwestern Mutual Investment Management Company
Wisconsin
$2.37M +$6.77K +70 +0.3%
USAA
583
United Services Automobile Association
Texas
$2.36M
MMHP
584
Murphy Middleton Hinkle & Parker
Georgia
$2.36M -$19.9K -206 -0.8%
MOS
585
MGO One Seven
Ohio
$2.35M -$254K -2,627 -10%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$2.35M -$128K -1,321 -5%
RB
587
Rodgers Brothers
Pennsylvania
$2.35M +$151K +1,563 +7%
EH
588
Equitable Holdings
New York
$2.34M +$23.6K +244 +1%
WIS
589
Wright Investors Service
Connecticut
$2.31M +$15.8K +163 +0.7%
FC
590
Forte Capital
New York
$2.31M +$164K +1,694 +8%
QIM
591
Quantitative Investment Management
Virginia
$2.3M +$2.3M +23,746 New
OCM
592
Orleans Capital Management
Louisiana
$2.28M -$98.3K -1,016 -4%
LOPW
593
Live Oak Private Wealth
North Carolina
$2.28M -$66.9K -692 -3%
IAN
594
Integrated Advisors Network
Texas
$2.27M -$385K -3,978 -14%
SW
595
SVB Wealth
Massachusetts
$2.27M +$102K +1,051 +5%
LNC
596
Lincoln National Corp
Pennsylvania
$2.26M +$191K +1,972 +9%
TAIM
597
Te Ahumairangi Investment Management
New Zealand
$2.26M +$165K +1,710 +8%
ACM
598
AlphaStar Capital Management
North Carolina
$2.25M +$916K +9,467 +68%
AUB
599
Atlantic Union Bankshares
Virginia
$2.25M -$204K -2,105 -8%
BBA
600
BLB&B Advisors
Pennsylvania
$2.25M -$57.5K -595 -2%