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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 %
AWM
1726
Atticus Wealth Management
Florida
$96K -$10.6K -110 -10%
PMFA
1727
Plante Moran Financial Advisors
Michigan
$95.9K +$15.3K +158 +19%
MTIC
1728
Missouri Trust & Investment Company
Missouri
$93.9K +$48.4K +500 +106%
GWSG
1729
GPS Wealth Strategies Group
Colorado
$92.2K -$4.45K -46 -5%
KA
1730
Kozak & Associates
Colorado
$91.9K +$1.03K +10 +1%
HCM
1731
Highlander Capital Management
New Jersey
$89.8K
GA
1732
GoalVest Advisory
New York
$86.2K +$77.5K +801 +890%
CAL
1733
Capital Advisors Ltd
Ohio
$84K +$9.57K +99 +13%
CPBTD
1734
Central Pacific Bank - Trust Division
Hawaii
$80K +$80K +833 New
TFA
1735
Transamerica Financial Advisors
Florida
$80K -$745K -7,644 -90%
VIA
1736
Virtus Investment Advisers
Connecticut
$78.6K -$8.32K -86 -10%
AWM
1737
Ameliora Wealth Management
Switzerland
$78.3K -$2.03K -21 -3%
LI
1738
Louisbourg Investments
New Brunswick, Canada
$77.4K
CSWM
1739
Cassady Schiller Wealth Management
Ohio
$76.8K +$7.74K +80 +11%
MFT
1740
Moisand Fitzgerald Tamayo
Florida
$73.8K
LTI
1741
Laffer Tengler Investments
Tennessee
$73.1K -$5.9K -61 -7%
FDCP
1742
Foster Dykema Cabot & Partners
Massachusetts
$71.9K +$21.7K +224 +43%
PP
1743
PFS Partners
New Jersey
$71.7K +$580 +6 +0.8%
LIA
1744
Luken Investment Analytics
Tennessee
$69.7K
CMBA
1745
C.M. Bidwell & Associates
Hawaii
$68.5K +$68.5K +708 New
AT
1746
Avalon Trust
New Mexico
$67.7K -$9.67K -100 -13%
BWAM
1747
Boyd Watterson Asset Management
Ohio
$67.4K
TFIPS
1748
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.2K
WIM
1749
Westside Investment Management
California
$64.9K
EDRH
1750
Edmond de Rothschild Holding
Switzerland
$64.5K