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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
27.56%
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 %
DI
1876
DAGCO Inc
Ohio
$7.54K +$7.54K +78 New
HB
1877
Horizon Bancorp
Indiana
$7K -$19.2K -208 -73%
WAS
1878
Winch Advisory Services
Wisconsin
$6.93K +$96 +1 +1%
CFS
1879
CGC Financial Services
Oregon
$6.38K
AP
1880
Aspect Partners
Virginia
$6.09K
POIA
1881
Pin Oak Investment Advisors
Texas
$6K
CJ
1882
Caitlin John
Michigan
$5.96K +$96 +1 +2%
BFPW
1883
BOK Financial Private Wealth
Colorado
$5.9K -$48.6K -502 -89%
DF
1884
Dunhill Financial
United Kingdom
$5.72K +$969 +10 +20%
GFL
1885
Granite FO LLC
New Hampshire
$5.64K
PCMC
1886
Planning Capital Management Corporation
Pennsylvania
$5.03K -$3.1K -32 -38%
TCM
1887
Tributary Capital Management
Nebraska
$4.84K +$4.84K +50 New
ECM
1888
Everence Capital Management
Indiana
$2.84K
W
1889
WealthCollab
Washington
$2.81K -$193 -2 -6%
EAM
1890
Eukles Asset Management
Ohio
$2.71K
PP
1891
Pingora Partners
Wyoming
$2.42K +$2.42K +25 New
YAL
1892
Your Advocates Ltd
Texas
$2.32K
FGAM
1893
Financial Gravity Asset Management
Texas
$2.32K +$2.32K +24 New
FSWA
1894
Financial Synergies Wealth Advisors
Texas
$2.13K -$11.6K -120 -85%
GWM
1895
Guardian Wealth Management
Illinois
$2.05K
BEI
1896
Benjamin Edwards Inc
Missouri
$2K -$8.25K -99 -80%
SWC
1897
Spectrum Wealth Counsel
Indiana
$1.94K +$1.94K +20 New
EBA
1898
Eagle Bay Advisors
New York
$1.64K
TCA
1899
Trifecta Capital Advisors
Illinois
$1.26K
VWA
1900
Valued Wealth Advisors
Utah
$871 +$97 +1 +13%