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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 %
C
1801
Covestor
United Kingdom
$31K -$1.28K -13 -4%
GWSA
1802
Global Wealth Strategies & Associates
Colorado
$30.7K
RTC
1803
Riverview Trust Company
Washington
$30.4K +$30.4K +314 New
WOC
1804
West Oak Capital
California
$30K
PP
1805
Pacifica Partners
Canada
$29.6K +$95 +1 +0.3%
NF
1806
Norwood Financial
Pennsylvania
$29.3K
GKIM
1807
GW&K Investment Management
Massachusetts
$29K -$1.07K -11 -4%
LWA
1808
Lowe Wealth Advisors
Maryland
$28.9K
BIA
1809
Bell Investment Advisors
California
$28.1K +$967 +10 +4%
CWM
1810
Compass Wealth Management
Connecticut
$28K -$10.6K -110 -28%
CFG
1811
CKW Financial Group
Hawaii
$28K
IPW
1812
Impact Partnership Wealth
Georgia
$26.7K -$15.1K -156 -36%
JFA
1813
JNBA Financial Advisors
Minnesota
$26.7K
PWMG
1814
Private Wealth Management Group
New Jersey
$26.2K
FPF
1815
First Pacific Financial
Washington
$26K +$3.39K +35 +15%
NIC
1816
Northwest Investment Counselors
Oregon
$25.4K +$25.4K +263 New
MWM
1817
Mascoma Wealth Management
New Hampshire
$25.3K
AS
1818
Altshuler Shaham
Israel
$24.9K -$1.35K -14 -5%
CAC
1819
Core Alternative Capital
Georgia
$24.2K -$28K -290 -54%
AW
1820
Avion Wealth
Texas
$24K +$11.3K +116 +89%
OA
1821
Operose Advisors
Wisconsin
$24K
LWCFA
1822
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.5K +$7.07K +72 +43%
RWPA
1823
Richard W. Paul & Associates
Michigan
$23.4K
CCM
1824
Chilton Capital Management
Texas
$23.3K +$13.5K +140 +139%
CAM
1825
Creekmur Asset Management
Illinois
$22.5K -$16.1K -166 -42%