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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 %
CMP
1701
Coston McIsaac & Partners
Maine
$119K +$25.5K +265 +27%
IWA
1702
Icon Wealth Advisors
Texas
$118K -$54.1K -559 -31%
LF
1703
LifeSteps Financial
California
$117K +$117K +1,209 New
RWM
1704
Ruedi Wealth Management
Illinois
$117K
SAM
1705
S.A. Mason
Michigan
$116K
ZCM
1706
Ziegler Capital Management
Illinois
$115K -$40.8K -4,215 -26%
TFA
1707
Toth Financial Advisory
Virginia
$114K +$1.06K +11 +0.9%
RWA
1708
Redmont Wealth Advisors
Illinois
$113K +$113K +1,170 New
KFI
1709
Key Financial Inc
Pennsylvania
$113K +$10.3K +107 +10%
FFA
1710
First Foundation Advisors
California
$112K -$60.8K -629 -35%
CT
1711
Cambridge Trust
Massachusetts
$110K -$92.1K -952 -46%
DZ Bank
1712
DZ Bank
Germany
$109K -$1M -10,375 -90%
SA
1713
Scarborough Advisors
Maryland
$109K
BSB
1714
Bangor Savings Bank
Maine
$107K -$30.4K -314 -22%
OPTFSNA
1715
Old Point Trust & Financial Services N A
Virginia
$107K -$20.3K -210 -16%
CA
1716
Centerpoint Advisors
Massachusetts
$106K +$25.7K +266 +32%
AWM
1717
AllSquare Wealth Management
New York
$105K
WB
1718
Webster Bank
Connecticut
$102K -$11.2K -116 -10%
CTWM
1719
Cherry Tree Wealth Management
Minnesota
$102K +$870 +9 +0.9%
AA
1720
Addison Advisors
Vermont
$99.9K
ATC
1721
Advantage Trust Company
Kansas
$99.5K
PSB
1722
Piscataqua Savings Bank
New Hampshire
$99.5K
BAM
1723
Byrne Asset Management
New Jersey
$98.5K +$98.5K +1,018 New
HFS
1724
Hantz Financial Services
Michigan
$97K +$97K +1,004 New
MFC
1725
Mechanics Financial Corp
Ohio
$96.7K