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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 %
NEI
1051
Northwest & Ethical Investments
Ontario, Canada
$635K +$323K +3,345 +104%
LSPW
1052
Lake Street Private Wealth
Illinois
$633K -$31.4K -325 -5%
AIC
1053
Archer Investment Corporation
Indiana
$632K +$1.06K +11 +0.2%
ACGA
1054
Atlanta Consulting Group Advisors
Georgia
$631K +$631K +6,526 New
KCM
1055
Kanawha Capital Management
Virginia
$630K +$16.2K +168 +3%
CI Investments Inc
1056
CI Investments Inc
Ontario, Canada
$628K +$72.6K +751 +13%
SC
1057
Sapient Capital
Indiana
$628K -$39.7K -411 -6%
CAM
1058
Cidel Asset Management
Ontario, Canada
$627K +$25.7K +266 +4%
WPC
1059
Waters Parkerson & Co
Louisiana
$624K -$24.9K -257 -4%
CSI
1060
Cross Staff Investments
New York
$624K
NG
1061
Norden Group
Utah
$623K +$365K +3,770 +141%
HL
1062
HeadInvest LLC
Maine
$623K +$1.93K +20 +0.3%
NP
1063
NorthRock Partners
Minnesota
$623K -$85.1K -880 -12%
KFA
1064
Kapstone Financial Advisors
Ohio
$623K -$1.55K -16 -0.2%
CSC
1065
Caldwell Sutter Capital
California
$621K +$10.1K +104 +2%
DP
1066
Dearborn Partners
Illinois
$619K -$251K -2,593 -29%
LSAG
1067
Lake Street Advisors Group
New Hampshire
$617K +$97K +1,003 +19%
DI
1068
Diligent Investors
California
$616K +$97 +1 +0%
MFS
1069
Mirabella Financial Services
United Kingdom
$614K +$614K +6,348 New
APIM
1070
Agate Pass Investment Management
Washington
$613K -$24.2K -250 -4%
XF
1071
XML Financial
Maryland
$612K -$13.7K -142 -2%
BONH
1072
Bank of New Hampshire
New Hampshire
$611K -$135K -1,397 -18%
MCM
1073
Manchester Capital Management
Vermont
$610K -$10.3K -107 -2%
Edgewood Management
1074
Edgewood Management
Connecticut
$609K -$48.4K -500 -7%
WFG
1075
Wills Financial Group
Virginia
$607K -$3.58K -37 -0.6%