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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 %
PA
1076
PSI Advisors
Florida
$607K -$165K -1,705 -21%
SL
1077
Salomon & Ludwin
Virginia
$604K -$104K -1,074 -15%
CAM
1078
Carret Asset Management
New York
$603K -$484 -5 -0.1%
PWP
1079
Phillips Wealth Planners
Mississippi
$602K +$60.9K +656 +11%
FFBTD
1080
First Financial Bank - Trust Division
Ohio
$599K -$31.8K -329 -5%
GBT
1081
Grove Bank & Trust
Florida
$598K -$985K -10,180 -62%
TGAM
1082
TBH Global Asset Management
Tennessee
$598K +$37.9K +392 +7%
FIM
1083
Fruth Investment Management
Texas
$595K -$9.76K -101 -2%
SSB
1084
Sandy Spring Bank
Maryland
$595K +$45.4K +469 +8%
SAM
1085
Smartleaf Asset Management
Massachusetts
$594K +$151K +1,571 +34%
EFG
1086
Everhart Financial Group
Ohio
$593K +$79.8K +825 +16%
GB
1087
Goepper Burkhardt
South Carolina
$592K +$114K +1,106 +24%
GCP
1088
GSA Capital Partners
United Kingdom
$592K +$592K +6,119 New
GIA
1089
Guyasuta Investment Advisors
Pennsylvania
$591K
W
1090
Wealthquest
Ohio
$589K -$13.8K -143 -2%
MW
1091
MBL Wealth
North Carolina
$588K -$236K -2,436 -29%
LMKC
1092
L.M. Kohn & Company
Ohio
$587K +$63.2K +653 +12%
VVP
1093
Venture Visionary Partners
Ohio
$585K -$30.2K -312 -5%
HBT
1094
Hills Bank & Trust
Iowa
$584K +$77.4K +800 +15%
MGIA
1095
Moneta Group Investment Advisors
Missouri
$583K -$181K -1,869 -24%
IAS
1096
Investment Advisory Services
Texas
$583K -$5.22K -54 -0.9%
BFS
1097
Bard Financial Services
Connecticut
$583K
VWA
1098
Visionary Wealth Advisors
Illinois
$581K -$2.9K -30 -0.5%
SACTSONJ
1099
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$580K
DA
1100
Doliver Advisors
Texas
$580K -$7.54K -78 -1%