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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 %
PBK
1551
Peoples Bank (Kansas)
Kansas
$240K
MCM
1552
Mainstay Capital Management
Michigan
$239K -$168K -1,741 -41%
EIA
1553
Edgemoor Investment Advisors
Maryland
$239K
QWP
1554
Quotient Wealth Partners
Texas
$239K +$239K +2,468 New
RWI
1555
Red Wave Investments
Pennsylvania
$238K
WAM
1556
Weatherly Asset Management
California
$238K +$97 +1 +0%
VCM
1557
Virtue Capital Management
Tennessee
$237K +$237K +2,474 New
BBNA
1558
Bremer Bank National Association
Minnesota
$236K -$2.8M -28,991 -92%
NC
1559
NBW Capital
Massachusetts
$236K +$25.4K +263 +12%
DWA
1560
Delap Wealth Advisory
Oregon
$236K +$236K +2,442 New
AFGAS
1561
Allegiance Financial Group Advisory Services
Virginia
$236K +$1.55K +16 +0.7%
SWM
1562
Sugarloaf Wealth Management
Georgia
$236K -$37.7K -390 -14%
AFG
1563
Allegheny Financial Group
Pennsylvania
$235K +$97 +1 +0%
BIM
1564
Bridges Investment Management
Nebraska
$235K
TA
1565
TrueWealth Advisors
Alabama
$235K +$13.8K +143 +6%
CCG
1566
Catalina Capital Group
California
$235K +$235K +2,428 New
LFG
1567
Lockerman Financial Group
California
$235K -$193 -2 -0.1%
MA
1568
Mezzasalma Advisors
New Jersey
$235K +$33.9K +351 +17%
BWP
1569
Barlow Wealth Partners
Kentucky
$234K +$19K +200 +9%
RCWM
1570
Royal Capital Wealth Management
Indiana
$234K
FAG
1571
Fortitude Advisory Group
Washington
$233K -$74.2K -767 -24%
SXL
1572
Summit X LLC
Missouri
$233K -$10.5K -108 -4%
BRG
1573
Bay Rivers Group
Virginia
$232K +$26.6K +275 +13%
AA
1574
Apriem Advisors
California
$232K -$91.7K -948 -28%
PMAM
1575
Penn Mutual Asset Management
Pennsylvania
$232K