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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 %
WC
1951
Waterloo Capital
Texas
-$254K -2,623 Closed
ARC
1952
Advisor Resource Council
Texas
-$246K -2,534 Closed
BB
1953
Berkshire Bank
Massachusetts
-$244K -2,516 Closed
CW
1954
Cook Wealth
North Carolina
-$238K -2,515 Closed
CA
1955
Calton & Associates
Florida
-$243K -2,501 Closed
OQS
1956
Occudo Quantitative Strategies
Florida
-$242K -2,492 Closed
PCIG
1957
Partners Capital Investment Group
Massachusetts
-$238K -2,456 Closed
FA
1958
Fiduciary Alliance
South Carolina
-$235K -2,419 Closed
AFM
1959
Armstrong Fleming & Moore
District of Columbia
-$235K -2,417 Closed
AAS
1960
Annex Advisory Services
Wisconsin
-$234K -2,414 Closed
RWA
1961
River Wealth Advisors
Pennsylvania
-$231K -2,385 Closed
BIP
1962
Blueprint Investment Partners
North Carolina
-$230K -2,370 Closed
BOM
1963
Bank of Marin
California
-$229K -2,355 Closed
FIM
1964
Freedom Investment Management
Connecticut
-$227K -2,338 Closed
AP
1965
Appleton Partners
Massachusetts
-$227K -2,335 Closed
AAIM
1966
Asset Advisors Investment Management
Georgia
-$218K -2,250 Closed
AIA
1967
Alternative Investment Advisors
Florida
-$216K -2,226 Closed
CRIG
1968
Charter Research & Investment Group
Connecticut
-$216K -2,225 Closed
AWM
1969
AAF Wealth Management
Massachusetts
-$216K -2,225 Closed
FFM
1970
Forum Financial Management
Illinois
-$215K -2,216 Closed
VBCG
1971
Valley Brook Capital Group
Pennsylvania
-$214K -2,204 Closed
RPWA
1972
Regent Peak Wealth Advisors
Georgia
-$213K -2,194 Closed
WAM
1973
Worth Asset Management
Texas
-$213K -2,194 Closed
AI
1974
Accredited Investors
Minnesota
-$212K -2,188 Closed
FA
1975
Fermata Advisors
California
-$210K -2,162 Closed