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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 %
CFSG
1026
Community Financial Services Group
Vermont
$683K +$683K +7,063 New
FMP
1027
Financial Management Professionals
Texas
$683K +$64.2K +664 +10%
DAM
1028
Doheny Asset Management
California
$682K +$1.06K +11 +0.2%
CFG
1029
Citizens Financial Group
Rhode Island
$681K +$30.6K +316 +5%
JGUA
1030
John G. Ullman & Associates
New York
$672K
OFS
1031
OneAscent Financial Services
Alabama
$670K -$21.4K -221 -3%
P
1032
Pitcairn
Pennsylvania
$670K +$36.5K +377 +6%
RGF
1033
Retirement Guys Formula
Ohio
$666K +$666K +6,883 New
WFI
1034
West Family Investments
California
$660K +$64.1K +663 +11%
NP
1035
Nilsine Partners
Colorado
$659K +$24.7K +255 +4%
CCA
1036
Cobblestone Capital Advisors
New York
$655K +$23.8K +246 +4%
Allianz Asset Management
1037
Allianz Asset Management
Germany
$655K +$6.67K +69 +1%
PA
1038
Parallel Advisors
California
$654K -$9.67K -100 -1%
PCA
1039
Prosperity Capital Advisors
Ohio
$654K +$339K +3,509 +108%
WBCM
1040
Wilson & Boucher Capital Management
California
$654K -$116K -1,195 -15%
CWP
1041
Concord Wealth Partners
Virginia
$651K +$133K +1,379 +26%
BIA
1042
Bigelow Investment Advisors
Maine
$647K +$12.1K +125 +2%
CAM
1043
Costello Asset Management
Pennsylvania
$646K +$230K +2,380 +55%
KCPG
1044
Kavar Capital Partners Group
Kansas
$644K -$644K -6,662 -50%
BJL
1045
Brighton Jones LLC
Washington
$644K +$108K +1,113 +20%
WMA
1046
Wealth Management Associates
New Jersey
$643K
FFWM
1047
Future Financial Wealth Management
Ohio
$642K +$2.32K +24 +0.4%
VSQM
1048
V-Square Quantitative Management
Illinois
$640K +$305K +3,150 +91%
PAG
1049
Powers Advisory Group
Illinois
$636K -$2.03K -21 -0.3%
AA
1050
Ancora Advisors
Ohio
$635K -$35.9K -371 -5%