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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 %
CCC
1651
Chelsea Counsel Company
California
$189K
GJIA
1652
Glass Jacobson Investment Advisors
Maryland
$186K +$9.38K +97 +5%
VNA
1653
Valley National Advisers
Pennsylvania
$185K +$2.98K +31 +2%
AA
1654
Alta Advisers
United Kingdom
$184K
MCM
1655
MV Capital Management
Maryland
$184K +$967 +10 +0.5%
SCM
1656
Silvant Capital Management
Georgia
$182K
HBW
1657
Hazlett, Burt & Watson
West Virginia
$182K +$24.5K +255 +16%
BHWM
1658
Beaird Harris Wealth Management
Texas
$181K +$23.1K +239 +15%
GWP
1659
Gen-Wealth Partners
Michigan
$178K +$178K +1,840 New
HIA
1660
Harbor Investment Advisory
Maryland
$178K -$207K -2,139 -54%
BWM
1661
BKM Wealth Management
Wisconsin
$177K +$19.1K +197 +12%
TCM
1662
Tradewinds Capital Management
Washington
$175K
GI
1663
Gradient Investments
Minnesota
$174K -$608K -6,287 -78%
KC
1664
Kepos Capital
New York
$173K -$101K -1,048 -37%
SC
1665
Stephens Consulting
Michigan
$173K
AA
1666
AlphaMark Advisors
Kentucky
$172K -$15.7K -162 -8%
CP
1667
Castleview Partners
Texas
$171K +$44.4K +459 +35%
WWP
1668
WR Wealth Planners
Missouri
$170K +$170K +1,757 New
JWM
1669
Janiczek Wealth Management
Colorado
$169K -$69.3K -717 -29%
EWP
1670
Elevation Wealth Partners
California
$169K -$12.9K -133 -7%
OSNBOA
1671
Old Second National Bank of Aurora
Illinois
$168K
FUBT
1672
First United Bank & Trust
Maryland
$166K
NCTC
1673
New Covenant Trust Company
Indiana
$165K +$165K +1,711 New
BC
1674
Barrett & Company
Rhode Island
$164K -$1.74K -18 -1%
A
1675
Allianz
Germany
$161K +$161K +1,666 New