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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 %
AEPWM
1751
Atlantic Edge Private Wealth Management
Florida
$64.5K +$64.5K +667 New
FDCDDQ
1752
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.8K -$39.4K -407 -39%
WSCM
1753
Wellington Shields Capital Management
New York
$62.8K
PCTC
1754
Perkins Coie Trust Company
Washington
$62.8K
JGIA
1755
Jackson Grant Investment Advisers
Connecticut
$61.5K
LI
1756
LRI Investments
Florida
$61.4K +$61.4K +635 New
MIM
1757
Macroview Investment Management
Maryland
$60.8K +$193 +2 +0.3%
BGAI
1758
Bruce G. Allen Investments
Colorado
$60.1K -$10.7K -111 -15%
CP
1759
Canopy Partners
Ohio
$59K -$186K -1,919 -76%
IRAG
1760
Investment Research & Advisory Group
Georgia
$58.8K +$580 +6 +1%
NBT
1761
Northwest Bank & Trust
Iowa
$57.8K
RDIA
1762
RE Dickinson Investment Advisors
Iowa
$57K
EL
1763
EMFO LLC
Florida
$56.5K
DCM
1764
Davis Capital Management
Florida
$56.2K
OLVIG
1765
Oliver Lagore Vanvalin Investment Group
Michigan
$56K
GIA
1766
GHP Investment Advisors
Colorado
$55.5K
BAM
1767
Bellevue Asset Management
Washington
$55.5K +$97 +1 +0.2%
FGA
1768
Fortis Group Advisors
New Jersey
$55.1K -$55.1K -570 -50%
PGAM
1769
Princeton Global Asset Management
New Jersey
$54.2K
TCPG
1770
Trivant Custom Portfolio Group
California
$53.2K
GTAM
1771
Global Trust Asset Management
Florida
$51.6K -$24.2K -250 -32%
DAM
1772
Delta Asset Management
Tennessee
$50.1K
SCA
1773
Stuart Chaussee & Associates
California
$49.7K
KFS
1774
Kelly Financial Services
Massachusetts
$48.6K +$387 +4 +0.8%
LAM
1775
Lummis Asset Management
Texas
$48.4K