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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 %
FPAS
601
Focus Partners Advisor Solutions
Missouri
$2.24M +$1.15M +11,901 +105%
CFD
602
Creative Financial Designs
Indiana
$2.23M +$23K +238 +1%
TA
603
Townsend & Associates
Colorado
$2.22M +$12.7K +129 +0.6%
WG
604
Wealth Group
North Carolina
$2.2M +$2.2M +22,762 New
NHC
605
Nicholas Hoffman & Company
Georgia
$2.18M +$53K +548 +2%
SFI
606
Siemens Fonds Invest
Germany
$2.18M -$313K -3,238 -13%
LSA
607
L & S Advisors
California
$2.17M +$2.17M +22,405 New
CA
608
CGN Advisors
Kansas
$2.17M +$158K +1,629 +8%
WA
609
Wealth Alliance
New York
$2.14M +$121K +1,255 +6%
VFA
610
Valeo Financial Advisors
Indiana
$2.11M +$265K +2,679 +14%
DWM
611
Dakota Wealth Management
Florida
$2.1M +$364K +3,768 +21%
BFG
612
Bleakley Financial Group
New Jersey
$2.1M -$16K -165 -0.8%
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$2.1M -$30.9K -319 -1%
SW
614
Simplicity Wealth
New Jersey
$2.09M +$2.09M +21,646 New
SB
615
Strategic Blueprint
Georgia
$2.09M +$109K +1,128 +6%
CNBT
616
Canandaigua National Bank & Trust
New York
$2.08M -$68.2K -705 -3%
VCA
617
Verdence Capital Advisors
Maryland
$2.07M +$144K +1,489 +7%
MWM
618
Modera Wealth Management
New Jersey
$2.07M -$162K -1,680 -7%
Holocene Advisors
619
Holocene Advisors
New York
$2.07M -$6.28M -64,909 -75%
SIC
620
Shoker Investment Counsel
Ohio
$2.06M +$9.42K +98 +0.5%
BCP
621
Berkeley Capital Partners
Georgia
$2.05M +$164K +1,700 +9%
FSA
622
Franklin Street Advisors
North Carolina
$2.05M -$14K -145 -0.7%
EFMC
623
Empire Financial Management Company
New York
$2.04M +$14.8K +153 +0.7%
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$2.04M +$160K +1,659 +9%
Walleye Capital
625
Walleye Capital
New York
$2.02M -$2.88M -29,735 -59%