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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 %
AWAU
1351
Alliance Wealth Advisors (Utah)
Utah
$352K +$85.5K +884 +32%
SEP
1352
Southland Equity Partners
Missouri
$351K +$5.9K +61 +2%
AAIS
1353
ABN AMRO Investment Solutions
$349K -$13.6K -141 -4%
TPWA
1354
TRUE Private Wealth Advisors
Oregon
$349K -$580 -6 -0.2%
KWMG
1355
King Wealth Management Group
Florida
$349K +$97 +1 +0%
AC
1356
Aldebaran Capital
Indiana
$348K
MIP
1357
Marietta Investment Partners
Wisconsin
$346K
FEM
1358
Fulcrum Equity Management
Texas
$346K +$36.4K +376 +12%
WP
1359
WealthPLAN Partners
Nebraska
$344K -$96.7K -1,000 -22%
CT
1360
Chicago Trust
Illinois
$344K +$8.51K +88 +3%
CWP
1361
Cyndeo Wealth Partners
Florida
$343K +$19.6K +203 +6%
GWA
1362
GGM Wealth Advisors
Maryland
$343K +$2.82K +29 +0.8%
BC
1363
Burney Company
Virginia
$341K -$84.2K -871 -20%
NW
1364
NewEdge Wealth
Pennsylvania
$341K +$341K +3,435 New
BCMLT
1365
Beacon Capital Management LLC (Tennessee)
Tennessee
$341K +$12.8K +132 +4%
AIS
1366
AM Investment Strategies
Tennessee
$340K +$871 +9 +0.3%
JE
1367
JMAC Enterprises
Pennsylvania
$340K -$967 -10 -0.3%
VFP
1368
Verus Financial Partners
Virginia
$340K -$114K -1,183 -25%
CT
1369
Clearstead Trust
Maine
$339K -$96.3K -996 -22%
PIAS
1370
PCA Investment Advisory Services
Ohio
$337K +$56.1K +580 +20%
DSC
1371
Duncker Streett & Co
Missouri
$335K -$82.5K -853 -20%
NRC
1372
New Republic Capital
North Carolina
$335K -$37.6K -389 -10%
MA
1373
MKT Advisors
California
$335K -$22.1K -232 -6%
CG
1374
CFO4Life Group
Texas
$335K +$3.87K +40 +1%
FRA
1375
Front Row Advisors
California
$334K +$4.06K +42 +1%