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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 %
FPWM
1476
FSB Premier Wealth Management
Iowa
$272K -$774 -8 -0.3%
MHR
1477
Matthew Hamilton Rosenberg
$271K -$19.6K -204 -7%
PCA
1478
Pallas Capital Advisors
Massachusetts
$271K +$33.9K +351 +14%
NL
1479
NWAM LLC
Washington
$271K +$6.4K +63 +2%
BWM
1480
Blossom Wealth Management
California
$270K +$10.2K +105 +4%
FC
1481
FCA Corp
Texas
$270K
ST
1482
Smithfield Trust
Pennsylvania
$270K -$29.5K -309 -10%
BIA
1483
Beacon Investment Advisors
Maryland
$270K +$1.64K +17 +0.6%
MSFP
1484
Mark Sheptoff Financial Planning
Connecticut
$269K
UCI
1485
Uncommon Cents Investing
Wisconsin
$269K +$2.9K +30 +1%
SSA
1486
Sierra Summit Advisors
Nevada
$269K +$2.32K +24 +0.9%
CCT
1487
Capital City Trust
Florida
$268K
VCAM
1488
Van Cleef Asset Management
Ohio
$266K
IAA
1489
Ironsides Asset Advisors
North Carolina
$265K +$265K +2,744 New
BTWM
1490
Brass Tax Wealth Management
Ohio
$264K +$264K +2,731 New
HB
1491
HTLF Bank
Colorado
$264K
PK
1492
Pflug Koory
Nebraska
$264K +$24.9K +257 +10%
OBWG
1493
Onyx Bridge Wealth Group
New York
$263K -$88K -901 -25%
CPSC
1494
Carl P. Sherr & Co
Massachusetts
$263K
AW
1495
Alaethes Wealth
Nevada
$263K
LAM
1496
L2 Asset Management
Massachusetts
$262K +$21.3K +220 +9%
VCP
1497
Verus Capital Partners
Arizona
$261K -$1.55K -16 -0.6%
KIA
1498
Kraematon Investment Advisors
Massachusetts
$261K -$2.61K -27 -1%
NAMNJ
1499
NorthStar Asset Management (New Jersey)
New Jersey
$260K +$13.3K +138 +5%
PRC
1500
Pearl River Capital
Michigan
$259K +$259K +2,681 New