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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
1226
Silverlake Wealth Management
Vermont
$442K -$26.2K -271 -6%
TIA
1227
Tiemann Investment Advisors
California
$439K +$14.5K +150 +3%
CAM
1228
Campion Asset Management
Virginia
$439K
BHBT
1229
Burke & Herbert Bank & Trust
Virginia
$437K -$48.5K -502 -10%
TWM
1230
Trueblood Wealth Management
Ohio
$437K +$9.67K +100 +2%
BHWM
1231
Bar Harbor Wealth Management
New Hampshire
$436K +$74.1K +766 +20%
AL
1232
Aspiriant LLC
California
$435K +$35.3K +365 +9%
AC
1233
ASB Consultores
Florida
$434K +$225K +2,323 +107%
SGK
1234
Steigerwald Gordon & Koch
Virginia
$433K -$6.38K -66 -1%
EWA
1235
ERTS Wealth Advisors
Michigan
$433K -$12.7K -131 -3%
ORC
1236
O'Rourke & Company
Massachusetts
$433K +$9.68K +100 +2%
MA
1237
MBA Advisors
Pennsylvania
$433K +$28.8K +298 +7%
AWM
1238
Accurate Wealth Management
Florida
$432K -$27.2K -277 -6%
ILI
1239
Invesco LLC (Illinois)
Illinois
$431K -$79.5K -822 -16%
SAM
1240
SignalPoint Asset Management
Missouri
$430K +$97 +1 +0%
WEG
1241
World Equity Group
Illinois
$428K -$21.9K -226 -5%
OL
1242
Optas LLC
Texas
$427K -$125K -1,293 -23%
BFIM
1243
Beese Fulmer Investment Management
Ohio
$427K -$40.5K -419 -9%
EWM
1244
Empirical Wealth Management
Washington
$426K -$172K -1,777 -29%
SLG
1245
Stanley-Laman Group
Pennsylvania
$424K +$18.6K +222 +5%
CWM
1246
Cordatus Wealth Management
Pennsylvania
$423K +$3.19K +33 +0.8%
HW
1247
Hancock Whitney
Mississippi
$422K +$15.8K +163 +4%
MCM
1248
McDonough Capital Management
Florida
$420K +$290 +3 +0.1%
PFA
1249
Petra Financial Advisors
Colorado
$420K +$14.7K +152 +4%
AIC
1250
Argus Investors Counsel
New York
$420K -$109K -1,132 -21%