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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 %
RAM
1426
Readystate Asset Management
Illinois
$301K -$567K -5,858 -65%
PPWP
1427
Premier Path Wealth Partners
New Jersey
$300K +$13.2K +137 +5%
KAS
1428
KPP Advisory Services
Kentucky
$300K -$36K -372 -11%
LBA
1429
Letko, Brosseau & Associates
Quebec, Canada
$300K
CBFP
1430
Cedar Brook Financial Partners
Ohio
$299K -$7.25K -75 -2%
JWBC
1431
J.W. Burns & Co
New York
$298K
SIC
1432
Sigma Investment Counselors
Michigan
$298K
PIM
1433
Plato Investment Management
Australia
$297K
ASC
1434
Atalanta Sosnoff Capital
New York
$296K -$3.29K -34 -1%
NSIM
1435
North Star Investment Management
Illinois
$296K -$3.38K -35 -1%
LIA
1436
LSP Investment Advisors
New York
$296K
MSWMA
1437
Market Street Wealth Management Advisors
Indiana
$295K +$8.8K +91 +3%
BBNB
1438
Baker Boyer National Bank
Washington
$295K
MA
1439
MJP Associates
Connecticut
$295K +$295K +3,052 New
EB
1440
Exchange Bank
California
$294K -$11K -114 -4%
NHT
1441
New Hampshire Trust
New Hampshire
$294K +$13K +134 +5%
JWM
1442
Jackson Wealth Management
Florida
$294K
MWP
1443
Meridian Wealth Partners
Pennsylvania
$294K -$25.9K -268 -8%
RFS
1444
Richardson Financial Services
Massachusetts
$294K +$23.5K +243 +9%
MGAM
1445
McGowan Group Asset Management
Texas
$293K -$28.8K -298 -9%
RSWM
1446
Robertson Stephens Wealth Management
California
$293K +$4.64K +48 +2%
MA
1447
MCF Advisors
Kentucky
$292K +$677 +7 +0.2%
Arrowstreet Capital
1448
Arrowstreet Capital
Massachusetts
$292K +$292K +3,021 New
HWMG
1449
Hurlow Wealth Management Group
Indiana
$290K +$580 +6 +0.2%
CWM
1450
Centurion Wealth Management
Virginia
$290K +$8.8K +91 +3%