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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 %
SWM
1101
SeaCrest Wealth Management
New York
$580K -$408K -4,220 -41%
IBOK
1102
Independence Bank of Kentucky
Kentucky
$578K -$13.2K -137 -2%
ES
1103
Eagle Strategies
New York
$575K +$21.9K +226 +4%
SWM
1104
Stockman Wealth Management
Montana
$572K +$1.55K +16 +0.3%
LIM
1105
Longfellow Investment Management
Massachusetts
$572K +$3.77K +39 +0.7%
AFP
1106
Ausdal Financial Partners
Iowa
$570K -$9.67K -100 -2%
CSIC
1107
Clifford Swan Investment Counsel
California
$570K -$4.84K -50 -0.8%
NB
1108
NBT Bank
New York
$569K +$18.5K +191 +3%
WI
1109
Wintrust Investments
Illinois
$567K +$7.84K +81 +1%
GWM
1110
GSB Wealth Management
Connecticut
$566K -$10.7K -111 -2%
RWM
1111
Revisor Wealth Management
Ohio
$566K +$566K +5,846 New
FWP
1112
Firethorn Wealth Partners
Georgia
$566K +$22.3K +231 +4%
FMB
1113
Field & Main Bank
Kentucky
$563K +$94.5K +977 +20%
KCIC
1114
Kuhn & Co Investment Counsel
Illinois
$560K
WTC
1115
WhitTier Trust Company
Nevada
$560K -$36.7K -380 -6%
WA
1116
WBH Advisory
Maryland
$558K -$42.3K -437 -7%
FCP
1117
Fidelis Capital Partners
Florida
$557K +$119K +1,233 +27%
TC
1118
Trilogy Capital
California
$556K +$302K +3,120 +118%
BWM
1119
BCGM Wealth Management
Indiana
$556K +$47K +486 +9%
MMG
1120
Monetary Management Group
Missouri
$554K -$19.3K -200 -3%
GIM
1121
Groesbeck Investment Management
New Jersey
$554K +$554K +5,733 New
CAG
1122
Crestwood Advisors Group
Massachusetts
$552K -$288K -2,973 -34%
PFBT
1123
Parkside Financial Bank & Trust
Missouri
$551K +$34.7K +359 +7%
GEA
1124
Glen Eagle Advisors
New Jersey
$551K -$32.4K -335 -6%
RPCONE
1125
Retirement Planning Company of New England
Rhode Island
$549K -$138K -1,422 -20%