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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 %
KI
1526
Kapitalo Investimentos
Brazil
$248K -$105K -1,081 -30%
PVI
1527
Pine Valley Investments
New Jersey
$248K -$23.5K -243 -9%
V
1528
VeraBank
Texas
$248K
VFPW
1529
Vantage Financial Partners (Wisconsin)
Wisconsin
$248K +$1.45K +15 +0.6%
MRCM
1530
M&R Capital Management
New Jersey
$247K
SN
1531
Sittner & Nelson
Oregon
$247K
FAT
1532
First American Trust
California
$245K +$245K +2,534 New
CPG
1533
Custom Portfolio Group
Colorado
$245K
CBT
1534
Central Bank & Trust
Kentucky
$245K -$197K -2,037 -45%
EWM
1535
Executive Wealth Management
Michigan
$245K +$245K +2,547 New
OPPS
1536
Obsidian Personal Planning Solutions
Maryland
$244K -$32.7K -333 -12%
KBFS
1537
Kohmann Bosshard Financial Services
Ohio
$244K +$22.2K +230 +10%
HVP
1538
Hudson Value Partners
Florida
$244K
BWCS
1539
Beirne Wealth Consulting Services
Connecticut
$244K -$3K -31 -1%
ZIM
1540
Zacks Investment Management
Illinois
$244K -$55.2K -571 -18%
EW
1541
Evoke Wealth
California
$244K +$244K +2,521 New
SP
1542
Stonebrook Private
Michigan
$244K -$16K -165 -6%
NAG
1543
Northstar Advisory Group
New Jersey
$244K
XWM
1544
Xcel Wealth Management
Florida
$243K +$29K +300 +14%
SW
1545
Schulz Wealth
Texas
$242K
SJL
1546
Shayne & Jacobs LLC
Tennessee
$242K
WQ
1547
Wealth Quarterback
New Jersey
$241K +$11.4K +118 +5%
FFWA
1548
FRG Family Wealth Advisors
Washington
$241K
GD
1549
Grandfield & Dodd
New York
$240K -$6.38K -66 -3%
HNB
1550
Hilltop National Bank
Wyoming
$240K +$240K +2,484 New