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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 %
SLI
876
Sumitomo Life Insurance
Japan
$1.01M -$44.3K -458 -4%
TG
877
TCW Group
California
$1M -$173K -1,789 -15%
IAS
878
Insigneo Advisory Services
Florida
$1M -$108K -1,118 -10%
PPC
879
Park Place Capital
Alabama
$1M -$163K -1,683 -14%
FT
880
Fiduciary Trust
Massachusetts
$996K -$39.2K -405 -4%
PJSIMP
881
P.J. Schmidt Investment Management (PJS)
Wisconsin
$994K -$63.7K -659 -6%
SC
882
Schulhoff & Co
Ohio
$989K -$16.9K -175 -2%
JCFM
883
JBR Co Financial Management
Oklahoma
$987K -$58.6K -606 -6%
MCA
884
MSH Capital Advisors
Arizona
$983K -$29.8K -308 -3%
9WM
885
9258 Wealth Management
Ohio
$983K +$1.06K +11 +0.1%
HTC
886
Haverford Trust Company
Pennsylvania
$981K +$38.7K +400 +4%
GGA
887
Granite Group Advisors
Connecticut
$978K -$6.29K -65 -0.6%
GVAG
888
Great Valley Advisor Group
Delaware
$978K -$12.3K -127 -1%
ECG
889
Edge Capital Group
Georgia
$977K -$1.64K -17 -0.2%
MG
890
Mather Group
Illinois
$976K +$8.35K +86 +0.9%
CTA
891
Chesley Taft & Associates
Illinois
$976K +$9.67K +100 +1%
CC
892
Chicago Capital
Illinois
$974K -$61.4K -635 -6%
IB
893
Intrust Bank
Kansas
$972K +$18.8K +194 +2%
VCM
894
Violich Capital Management
California
$969K +$87K +900 +10%
WPP
895
Whalerock Point Partners
Rhode Island
$967K -$7.25K -75 -0.7%
DFA
896
Delta Financial Advisors
Louisiana
$963K +$15.3K +158 +2%
EWM
897
EPG Wealth Management
Georgia
$962K +$68.3K +706 +8%
CW
898
Connectus Wealth
Ohio
$953K +$13.2K +136 +1%
KWA
899
Kellett Wealth Advisors
Ohio
$947K -$50.5K -522 -5%
CT
900
ClearAlpha Technologies
Connecticut
$947K +$947K +9,791 New