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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 %
CS
951
Capital Square
Tennessee
$820K +$61K +631 +8%
HTIM
952
Harbour Trust & Investment Management
Indiana
$820K +$63.4K +656 +8%
VH
953
Visionary Horizons
Tennessee
$810K -$5.5K -58 -0.7%
LIA
954
LS Investment Advisors
Michigan
$808K +$808K +8,355 New
AFG
955
Albion Financial Group
Utah
$807K +$126K +1,303 +18%
FVWA
956
Foster Victor Wealth Advisors
South Carolina
$807K +$41.1K +431 +5%
HCP
957
Hexagon Capital Partners
Arkansas
$806K -$22.1K -228 -3%
CFCI
958
Comprehensive Financial Consultants Institutional
Indiana
$805K +$16K +165 +2%
EWA
959
EverSource Wealth Advisors
Alabama
$804K +$315K +3,206 +64%
SFI
960
SPC Financial Inc
Maryland
$800K -$4.55K -47 -0.6%
LWM
961
LongView Wealth Management
Georgia
$800K -$33.2K -343 -4%
MAS
962
Meeder Advisory Services
Ohio
$798K +$29.5K +305 +4%
FAIM
963
Financial Advocates Investment Management
Washington
$796K +$36.7K +380 +5%
VAM
964
Verity Asset Management
North Carolina
$791K +$97 +1 +0%
SWM
965
Segment Wealth Management
Texas
$789K -$16.5K -171 -2%
BIG
966
Brooklyn Investment Group
New York
$788K +$84.9K +884 +12%
ACS
967
Archford Capital Strategies
Illinois
$788K -$87.5K -905 -10%
CIA
968
Cape Investment Advisory
Georgia
$787K +$2.32K +24 +0.3%
PFGIA
969
Patriot Financial Group Insurance Agency
Massachusetts
$787K +$42.5K +439 +6%
BP
970
BNP Paribas
France
$786K +$786K +8,111 New
RIA
971
Realta Investment Advisors
Delaware
$785K +$16.3K +169 +2%
USCWA
972
U.S. Capital Wealth Advisors
Texas
$785K -$2.13M -21,978 -73%
CI
973
Cigna Investments
Connecticut
$783K -$3.87K -40 -0.5%
CAI
974
Capital Advisors Inc
Oklahoma
$783K +$4.74K +49 +0.6%
DT
975
Diversified Trust
Tennessee
$783K +$229K +2,367 +41%