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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 %
HI
1201
Hudock Inc
Pennsylvania
$462K +$16.2K +168 +4%
SP
1202
Symmetry Partners
Connecticut
$462K
GWM
1203
Gray Wealth Management
Maine
$462K +$28.7K +297 +7%
CI
1204
Conning Inc
Connecticut
$461K -$16.4K -170 -3%
UBG
1205
United Bank (Georgia)
Georgia
$461K -$75.8K -784 -14%
EFA
1206
Edge Financial Advisors
Illinois
$461K +$461K +4,767 New
RFA
1207
Rollins Financial Advisors
New York
$460K +$4.26K +44 +0.9%
BAM
1208
Blueshift Asset Management
New Jersey
$460K +$460K +4,752 New
SCM
1209
Saxony Capital Management
Missouri
$459K -$6.77K -70 -1%
DWT
1210
Dorsey & Whitney Trust
South Dakota
$455K +$13.6K +141 +3%
ATC
1211
Adirondack Trust Company
New York
$454K -$1.64K -17 -0.4%
MCWS
1212
McKinley Carter Wealth Services
West Virginia
$451K -$774 -8 -0.2%
MCA
1213
Magnolia Capital Advisors
Mississippi
$450K +$450K +4,583 New
GIA
1214
Gateway Investment Advisers
Ohio
$449K -$39.9K -413 -8%
HWA
1215
Heritage Wealth Advisors
Virginia
$447K -$10.4K -108 -2%
LWA
1216
Lantern Wealth Advisors
New York
$446K -$2.61K -27 -0.6%
TAM
1217
Tucker Asset Management
Colorado
$446K -$170K -1,757 -28%
HFAS
1218
Hummer Financial Advisory Services
Illinois
$446K +$12.9K +133 +3%
HCM
1219
Hodges Capital Management
Texas
$445K -$32.2K -333 -7%
GIP
1220
Greatmark Investment Partners
Georgia
$445K
PSFG
1221
Prairie Sky Financial Group
Illinois
$444K
SC
1222
Syon Capital
California
$444K -$344K -3,562 -44%
BHPW
1223
Beverly Hills Private Wealth
California
$443K -$32.2K -333 -7%
TIA
1224
Traphagen Investment Advisors
New Jersey
$442K -$9.87K -102 -2%
FA
1225
FDx Advisors
Illinois
$442K -$317K -3,276 -42%