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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 %
TC
1576
Truvestments Capital
Florida
$232K -$109K -1,131 -32%
CA
1577
CapWealth Advisors
Tennessee
$231K -$29.5K -305 -11%
BST
1578
Bath Savings Trust
Maine
$231K -$7.54K -78 -3%
JF
1579
Joule Financial
Kentucky
$231K +$97 +1 +0%
USB
1580
Union Savings Bank
Connecticut
$231K
MSFS
1581
Main Street Financial Solutions
Pennsylvania
$230K +$8.22K +85 +4%
SRSA
1582
S.R. Schill & Associates
Washington
$230K
AC
1583
Allstate Corporation
Illinois
$229K -$9.48K -98 -4%
MCM
1584
McRae Capital Management
New Jersey
$229K
CG
1585
Clarus Group
Texas
$228K -$9K -93 -4%
PCP
1586
Proficio Capital Partners
Massachusetts
$228K -$11K -114 -5%
CAS
1587
CTC Alternative Strategies
Illinois
$227K +$227K +2,350 New
UAS
1588
United Asset Strategies
New York
$227K -$5.9K -61 -3%
1IA
1589
1834 Investment Advisors
Wisconsin
$226K -$25.2K -261 -10%
AC
1590
Apella Capital
Connecticut
$226K -$35.2K -362 -14%
LIG
1591
Lokken Investment Group
Delaware
$225K +$290 +3 +0.1%
GG
1592
Gleason Group
Kentucky
$225K -$34.9K -361 -13%
WPWM
1593
Western Pacific Wealth Management
Illinois
$225K +$97 +1 +0%
PWM
1594
Power Wealth Management
Georgia
$225K -$51K -527 -18%
LCM
1595
Lazari Capital Management
California
$224K +$2.23K +23 +1%
DLHL
1596
Donald L. Hagan LLC
Florida
$224K
VFPI
1597
Vantage Financial Partners (Illinois)
Illinois
$223K +$223K +2,311 New
BCCM
1598
Bridge Creek Capital Management
Massachusetts
$223K
DCM
1599
DGS Capital Management
New Jersey
$223K +$223K +2,304 New
EIM
1600
Essex Investment Management
Massachusetts
$222K