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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 %
AWE
1601
Avidian Wealth Enterprises
Texas
$221K +$9.09K +94 +4%
CCFM
1602
Clear Creek Financial Management
Washington
$221K +$4.26K +44 +2%
1WM
1603
1900 Wealth Management
Texas
$220K +$18.3K +189 +9%
MAM
1604
Mainsail Asset Management
Alabama
$220K
AT
1605
Arden Trust
Delaware
$219K
FMTCOCP
1606
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K +$677 +7 +0.3%
CPA
1607
Cardiff Park Advisors
California
$219K +$219K +2,263 New
CAM
1608
Cubic Asset Management
Massachusetts
$219K
LCM
1609
LCM Capital Management
Illinois
$218K +$3.48K +36 +2%
CC
1610
Corton Capital
Ontario, Canada
$217K -$820K -8,483 -79%
AGWCA
1611
Annis Gardner Whiting Capital Advisors
Florida
$216K +$35.3K +365 +20%
HWM
1612
Howard Wealth Management
Connecticut
$216K -$2.42K -25 -1%
LWM
1613
Liberty Wealth Management
California
$216K +$6.76K +70 +3%
LA
1614
LexAurum Advisors
Kansas
$216K -$1.74K -18 -0.8%
MPCG
1615
Matrix Private Capital Group
New York
$216K
CC
1616
Callan Capital
California
$216K +$216K +2,233 New
TWM
1617
Tradition Wealth Management
Minnesota
$216K +$1.55K +16 +0.7%
CST
1618
Charles Schwab Trust
Nevada
$216K +$216K +2,232 New
AWS
1619
Arkfeld Wealth Strategies
Nebraska
$216K +$1.62K +17 +0.8%
KP
1620
Keel Point
Alabama
$216K -$967 -10 -0.4%
DA
1621
Detalus Advisors
Missouri
$215K -$84.6K -875 -28%
MIA
1622
MeadowBrook Investment Advisors
Michigan
$213K
MF
1623
Meridian Financial
Massachusetts
$213K
PFT
1624
Providence First Trust
Arizona
$213K
TFP
1625
Tilia Fiduciary Partners
North Carolina
$213K -$34.5K -357 -14%