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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 %
CFA
1301
CWS Financial Advisors
Michigan
$385K -$88.8K -918 -19%
MNBTD
1302
Moody National Bank Trust Division
Texas
$382K
LCM
1303
LVM Capital Management
Michigan
$382K -$26K -269 -6%
OCG
1304
Opus Capital Group
Ohio
$382K
DWM
1305
Destination Wealth Management
California
$380K +$6.67K +69 +2%
BFC
1306
Bedel Financial Consulting
Indiana
$380K
JIC
1307
Joel Isaacson & Co
New York
$380K +$380K +3,930 New
FW
1308
FirstPurpose Wealth
Utah
$380K +$34.8K +365 +10%
SIC
1309
Sterling Investment Counsel
New York
$379K +$27.8K +287 +8%
CWS
1310
Cypress Wealth Services
California
$378K -$13.2K -137 -3%
MAG
1311
Mayfair Advisory Group
Alabama
$377K +$2.03K +21 +0.5%
SS
1312
Sunbelt Securities
Texas
$376K +$20.6K +213 +6%
AWAP
1313
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$376K -$6.67K -69 -2%
AP
1314
Americana Partners
Texas
$375K +$165K +1,703 +78%
WTA
1315
Washington Trust Advisors
Massachusetts
$374K
FCA
1316
FLC Capital Advisors
California
$374K +$1.64K +17 +0.4%
PA
1317
PFG Advisors
Arizona
$374K -$19.9K -206 -5%
AIP
1318
Almanack Investment Partners
Pennsylvania
$373K +$12.2K +126 +3%
EFSCE
1319
Enterprise Financial Services Corp (EFSC)
Missouri
$371K -$83.1K -859 -18%
PIMG
1320
Patriot Investment Management Group
Tennessee
$369K -$25.1K -260 -6%
AC
1321
AlphaCore Capital
California
$368K +$8.22K +85 +2%
MIC
1322
Means Investment Company
Maine
$367K -$66.1K -684 -15%
TA
1323
TFG Advisers
Michigan
$366K +$48.5K +501 +15%
BWP
1324
Balboa Wealth Partners
Arizona
$366K +$90.4K +935 +33%
RB
1325
Renasant Bank
Mississippi
$366K -$387 -4 -0.1%