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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 %
CHA
1176
Carmichael Hill & Associates
Maryland
$487K +$870 +9 +0.2%
KC
1177
Kingfisher Capital
North Carolina
$486K -$138K -1,429 -22%
OFG
1178
OmniStar Financial Group
North Carolina
$486K -$115K -1,187 -19%
Members Trust
1179
Members Trust
Florida
$484K -$13.5K -140 -3%
ITC
1180
Inspire Trust Company
Nevada
$484K +$484K +5,000 New
HI
1181
Hendershot Investments
Virginia
$482K -$5.8K -60 -1%
IGAM
1182
iA Global Asset Management
Quebec, Canada
$482K +$482K +4,980 New
PCM
1183
Princeton Capital Management
New Jersey
$477K -$54.6K -565 -10%
CAMV
1184
Concord Asset Management (Virginia)
Virginia
$477K -$3.68K -38 -0.8%
MWA
1185
Midland Wealth Advisors
Illinois
$477K -$14.5K -150 -3%
WAM
1186
Walker Asset Management
Missouri
$471K +$3.97K +41 +0.8%
Fiera Capital (Canada)
1187
Fiera Capital (Canada)
Quebec, Canada
$470K -$32.9K -340 -7%
ST
1188
Spinnaker Trust
Maine
$469K
RGC
1189
Roberts, Glore & Co
Illinois
$468K +$468K +4,843 New
FSA
1190
Financial Security Advisor
Virginia
$468K -$27.7K -286 -6%
TWP
1191
Tyche Wealth Partners
Texas
$468K
HIS
1192
Horizon Investment Services
Indiana
$466K +$87.8K +908 +23%
CFS
1193
Commonwealth Financial Services
West Virginia
$465K
WFM
1194
Wolff Financial Management
Michigan
$465K
NPFS
1195
Novak & Powell Financial Services
Florida
$465K +$484 +5 +0.1%
SWA
1196
Stratos Wealth Advisors
Ohio
$464K -$2.46M -25,388 -84%
PWM
1197
PBMares Wealth Management
Virginia
$464K -$43.1K -446 -9%
FBB
1198
Fulton Breakefield Broenniman
Maryland
$463K -$188K -1,942 -29%
PA
1199
Probity Advisors
Texas
$463K +$59.1K +611 +15%
RC
1200
Roundview Capital
New Jersey
$463K +$25.9K +268 +6%