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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 %
HIMC
801
Heritage Investors Management Corp
Maryland
$1.23M -$45.1K -466 -4%
GCM
802
Gables Capital Management
Florida
$1.22M -$31.4K -325 -3%
CA
803
Claro Advisors
Massachusetts
$1.22M +$16.3K +169 +1%
BMA
804
Brooks Moore & Associates
Tennessee
$1.22M
EWA
805
Exencial Wealth Advisors
Oklahoma
$1.21M -$39.7K -411 -3%
CICI
806
Capital Investment Counsel Inc
North Carolina
$1.21M -$9.67K -100 -0.8%
HT
807
Heritage Trust
Oklahoma
$1.21M -$2.13K -22 -0.2%
PG
808
Patten Group
Tennessee
$1.21M -$15.5K -160 -1%
IMCOOI
809
Investment Management Corp of Ontario (IMCO)
Canada
$1.21M -$532K -5,500 -31%
RWB
810
RMR Wealth Builders
New Jersey
$1.2M +$224K +2,317 +23%
SFA
811
Souders Financial Advisors
Ohio
$1.2M -$96.4K -997 -7%
NCM
812
Novare Capital Management
North Carolina
$1.2M +$263K +2,723 +28%
NFC
813
Northeast Financial Consultants
Connecticut
$1.2M
EM
814
Excalibur Management
Massachusetts
$1.19M
GSB
815
Greenfield Savings Bank
Massachusetts
$1.19M -$23.6K -244 -2%
FFN
816
Focus Financial Network
Minnesota
$1.19M -$2.61M -27,202 -69%
FCCM
817
First City Capital Management
Georgia
$1.19M -$23.1K -239 -2%
GWMR
818
GC Wealth Management RIA
Massachusetts
$1.19M +$491K +5,079 +71%
SOAMC
819
Spirit of America Management Corp
New York
$1.18M +$14.5K +150 +1%
FAM
820
Formidable Asset Management
Ohio
$1.18M +$553K +5,720 +88%
SPI
821
Sutton Place Investors
New York
$1.18M +$66.6K +689 +6%
PA
822
Procyon Advisors
Connecticut
$1.17M -$95.6K -989 -8%
NL
823
NVWM LLC
Pennsylvania
$1.16M -$13K -134 -1%
DA
824
Dover Advisors
Virginia
$1.16M +$645K +6,670 +124%
Aviva
825
Aviva
United Kingdom
$1.16M +$28K +290 +2%