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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 %
LNWWM
901
Laird Norton Wetherby Wealth Management
California
$946K +$73.4K +759 +8%
HKIM
902
Hayek Kallen Investment Management
Alabama
$936K -$2.13K -22 -0.2%
BFS
903
Burkett Financial Services
South Carolina
$935K +$15.3K +158 +2%
WCM
904
Weaver Capital Management
Georgia
$934K +$226K +2,332 +32%
CV
905
Counterweight Ventures
North Carolina
$933K -$16.2K -167 -2%
GWA
906
Gratus Wealth Advisors
Virginia
$933K +$58.2K +607 +7%
VA
907
Valmark Advisers
Ohio
$930K +$167K +1,728 +22%
ADL
908
Asset Dedication LLC
California
$929K -$695K -7,217 -43%
IIM
909
InTrack Investment Management
Vermont
$929K -$34.8K -360 -4%
NRS
910
Neville Rodie & Shaw
New York
$926K -$33.9K -350 -4%
WFS
911
Widmann Financial Services
Maryland
$926K +$29.9K +309 +3%
SCM
912
Sollinda Capital Management
Florida
$922K -$295K -3,054 -24%
PFSC
913
Peoples Financial Services Corp
Pennsylvania
$922K -$172K -1,776 -16%
CBOR
914
Community Bank of Raymore
Missouri
$915K -$338K -3,498 -27%
SC
915
Steph & Co
Wisconsin
$915K +$76.7K +793 +9%
UBV
916
United Bank (Virginia)
Virginia
$913K
KFS
917
Keynote Financial Services
Connecticut
$913K +$913K +9,444 New
AO
918
Advisor OS
Illinois
$911K +$411K +4,253 +82%
CW
919
CreativeOne Wealth
Kansas
$908K +$205K +2,120 +29%
ACG
920
Allen Capital Group
Nebraska
$907K +$378K +3,908 +71%
WPC
921
Wedmont Private Capital
Pennsylvania
$906K +$52.5K +539 +6%
CIAS
922
CFS Investment Advisory Services
New Jersey
$906K +$79.6K +823 +10%
MW
923
Marcum Wealth
Ohio
$904K -$109K -1,123 -11%
CCA
924
Checchi Capital Advisers
California
$902K +$56.7K +586 +7%
KFGK
925
Keystone Financial Group (Kentucky)
Kentucky
$899K +$136K +1,408 +18%