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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 %
FNT
676
First National Trust
Pennsylvania
$1.75M -$50K -517 -3%
GLLW
677
Graves Light Lenhart Wealth
Virginia
$1.74M -$73.2K -757 -4%
JIP
678
Jaffetilchin Investment Partners
Florida
$1.74M -$39.1K -404 -2%
CFGS
679
Concourse Financial Group Securities
Alabama
$1.74M -$86.9K -899 -5%
AA
680
Argent Advisors
Louisiana
$1.73M -$136K -1,404 -7%
CHC
681
City Holding Co
West Virginia
$1.73M -$91.5K -946 -5%
HVIA
682
Hudson Valley Investment Advisors
New York
$1.73M -$446K -4,610 -20%
WP
683
WealthShield Partners
North Carolina
$1.73M -$89.3K -923 -5%
GLA
684
Good Life Advisors
Pennsylvania
$1.73M -$58.2K -602 -3%
GT
685
Glenview Trust
Kentucky
$1.73M -$75K -776 -4%
ACP
686
Aviance Capital Partners
Florida
$1.72M +$247K +2,552 +17%
WWM
687
Wagner Wealth Management
South Carolina
$1.71M +$29.8K +308 +2%
GT
688
Greenleaf Trust
Michigan
$1.71M -$298K -3,082 -15%
FTDI
689
First Trust Direct Indexing
Massachusetts
$1.71M -$47.6K -492 -3%
CPIA
690
Cornell Pochily Investment Advisors
New York
$1.7M -$16.3K -169 -1%
HDIM
691
Hanson & Doremus Investment Management
Vermont
$1.69M -$48.9K -506 -3%
LWL
692
Leo Wealth LLC
Texas
$1.68M -$157K -1,628 -9%
LWA
693
Ledgewood Wealth Advisors
New Hampshire
$1.68M
AF
694
Allworth Financial
California
$1.68M +$249K +2,572 +17%
MSA
695
Marino Stram & Associates
Massachusetts
$1.67M +$26.4K +273 +2%
ECA
696
Elevated Capital Advisors
Utah
$1.67M +$83.1K +859 +5%
CA
697
Cullinan Associates
Kentucky
$1.66M -$845K -8,740 -34%
MYAM
698
Meiji Yasuda Asset Management
Japan
$1.66M -$3.09M -31,939 -65%
BSW
699
Buckingham Strategic Wealth
Missouri
$1.65M +$1.26K +13 +0.1%
AWA
700
Arete Wealth Advisors
Illinois
$1.65M +$760K +7,855 +86%