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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 %
AIP
926
Ameritas Investment Partners
Nebraska
$893K -$63.2K -654 -7%
MIM
927
Morningstar Investment Management
Illinois
$889K
CCM
928
Chiron Capital Management
Florida
$886K +$86.6K +895 +11%
SWM
929
Spire Wealth Management
Virginia
$881K -$57.7K -597 -6%
AMBIA
930
Allen Mooney & Barnes Investment Advisors
Georgia
$876K -$150K -1,579 -15%
SFG
931
Summit Financial Group
West Virginia
$876K -$2.42K -25 -0.3%
VT
932
Vise Technologies
New York
$874K -$65.4K -676 -7%
FNA
933
First National Advisers
Nebraska
$869K +$394K +4,074 +83%
KMWM
934
Keudell/Morrison Wealth Management
Oregon
$869K -$21K -217 -2%
OF
935
Outfitter Financial
Maine
$867K +$867K +8,965 New
ACM
936
Allred Capital Management
Texas
$862K -$99.6K -1,030 -10%
GC
937
Grimes & Company
Massachusetts
$860K +$6.29K +65 +0.7%
TTWM
938
TCV Trust & Wealth Management
Virginia
$854K -$29.5K -305 -3%
CB
939
Cadence Bank
Mississippi
$852K -$20.5K -212 -2%
BIM
940
Baldwin Investment Management
Pennsylvania
$849K +$48.4K +500 +6%
PWM
941
Perigon Wealth Management
California
$846K +$107K +1,104 +14%
WWM
942
Western Wealth Management
Colorado
$841K +$70K +724 +9%
KA
943
Kovack Advisors
Florida
$840K +$149K +1,543 +22%
TWM
944
Thrive Wealth Management
Pennsylvania
$839K -$51.7K -535 -6%
WCM
945
Winthrop Capital Management
Indiana
$836K +$8.99K +93 +1%
FHB
946
First Hawaiian Bank
Hawaii
$835K -$49.9K -516 -6%
WSFS
947
Wilmington Savings Fund Society
Delaware
$832K +$832K +8,604 New
ICA
948
Infrastructure Capital Advisors
New York
$832K -$19.5K -202 -2%
FNBTCON
949
First National Bank & Trust Co of Newtown
Pennsylvania
$827K -$1.93K -20 -0.2%
CCP
950
Cassia Capital Partners
North Carolina
$824K +$158K +1,636 +24%