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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 %
MCM
1851
MidAtlantic Capital Management
Virginia
$15K
VFM
1852
Viking Fund Management
North Dakota
$14.5K
T
1853
Tidemark
California
$14.3K +$14.3K +148 New
RAM
1854
Ramirez Asset Management
New York
$13.9K
TFGT
1855
TS Financial Group (TSFG)
Illinois
$13K
LFA
1856
Legend Financial Advisors
Pennsylvania
$12.9K -$12.9K -133 -50%
TWD
1857
True Wealth Design
Ohio
$12.7K -$5.03K -52 -28%
ETS
1858
ESL Trust Services
New York
$12.7K +$12.7K +131 New
TCG
1859
Transcendent Capital Group
Oklahoma
$12.6K
HF
1860
Halpern Financial
Virginia
$11.8K -$8.83K -92 -43%
FIM
1861
FWL Investment Management
Texas
$11.6K +$11.6K +120 New
JWA
1862
JFS Wealth Advisors
Pennsylvania
$11.5K -$2.52K -26 -18%
MAM
1863
MMA Asset Management
Pennsylvania
$11K +$11K +114 New
CJL
1864
Cyrus J. Lawrence
New York
$11K +$11K +121 New
SHIM
1865
Stone House Investment Management
Pennsylvania
$10.8K +$10.8K +112 New
RG
1866
Retirement Group
California
$10.7K
RTL
1867
Red Tortoise LLC
Georgia
$10.5K
WFA
1868
West Financial Advisors
Iowa
$10.4K
EC
1869
Elequin Capital
New York
$10.3K +$10.3K +106 New
CWA
1870
Core Wealth Advisors
Florida
$9.88K +$97 +1 +1%
GPI
1871
General Partner Inc
Pennsylvania
$9.77K +$4.84K +50 +98%
DPW
1872
DiNuzzo Private Wealth
Pennsylvania
$9.09K -$1.84K -19 -17%
UWM
1873
USAdvisors Wealth Management
Minnesota
$9K
CPG
1874
Cornerstone Planning Group
New Jersey
$8.7K -$6.1K -61 -41%
PIS
1875
POM Investment Strategies
North Carolina
$8.09K +$96 +1 +1%