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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 %
TC
1001
Torno Capital
Massachusetts
$725K +$725K +7,500 New
OIA
1002
Optimum Investment Advisors
Illinois
$725K
CS
1003
Crescent Sterling
Louisiana
$724K +$26.3K +272 +4%
CAM
1004
Centre Asset Management
New York
$721K -$25.1K -260 -3%
CIC
1005
Carnegie Investment Counsel
Ohio
$721K -$95.4K -986 -12%
KIA
1006
KCM Investment Advisors
California
$715K -$33.4K -345 -4%
NC
1007
NovaPoint Capital
Georgia
$713K -$126K -1,306 -15%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$713K -$23.6K -244 -3%
APG
1009
Abacus Planning Group
South Carolina
$709K -$49.3K -510 -7%
LF
1010
Lantz Financial
Illinois
$708K +$9.38K +97 +1%
CFS
1011
Cannon Financial Strategists
Georgia
$708K +$22.7K +235 +3%
BAM
1012
Belpointe Asset Management
Nevada
$706K -$216K -2,234 -23%
BP
1013
Ballentine Partners
Massachusetts
$704K -$76.7K -793 -10%
MFA
1014
Mayflower Financial Advisors
Massachusetts
$704K -$27M -279,085 -97%
AAG
1015
Armstrong Advisory Group
Massachusetts
$703K
AIMA
1016
Ables Iannone Moore & Associates
Georgia
$703K -$16.1K -166 -2%
FPGT
1017
Financial Partners Group (Tennessee)
Tennessee
$703K +$4.06K +42 +0.6%
FHC
1018
First Heartland Consultants
Missouri
$703K +$9.57K +99 +1%
AWM
1019
Avior Wealth Management
Nebraska
$702K +$166K +1,714 +31%
WT
1020
Washington Trust
Rhode Island
$693K -$35.6K -368 -5%
CA
1021
CoreCap Advisors
Michigan
$692K +$7.93K +82 +1%
ESB
1022
Essex Savings Bank
Connecticut
$686K
UCB
1023
United Community Bank
South Carolina
$685K -$56.1K -580 -8%
PA
1024
Prossimo Advisors
California
$685K -$69.6K -720 -9%
CCWM
1025
Cassaday & Co Wealth Management
Virginia
$684K +$22.2K +230 +3%