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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 %
YIA
1976
YHB Investment Advisors
Connecticut
-$208K -2,147 Closed
PWH
1977
Priebe Wealth Holdings
Minnesota
-$208K -2,139 Closed
ACM
1978
Altrius Capital Management
North Carolina
-$208K -2,138 Closed
CT
1979
Coastline Trust
Rhode Island
-$206K -2,125 Closed
BRA
1980
Bender Robert & Associates
California
-$202K -2,080 Closed
SWA
1981
SFMG Wealth Advisors
Texas
-$201K -2,069 Closed
WIA
1982
World Investment Advisors
California
-$200K -2,062 Closed
CM
1983
Cercano Management
Washington
-$186K -1,919 Closed
KACA
1984
Kayne Anderson Capital Advisors
California
-$183K -1,882 Closed
GWS
1985
Glassman Wealth Services
Virginia
-$149K -1,537 Closed
RIM
1986
Rockbridge Investment Management
New York
-$138K -1,420 Closed
PS
1987
Planned Solutions
California
-$130K -1,340 Closed
TCWA
1988
Turtle Creek Wealth Advisors
Texas
-$120K -1,237 Closed
SNB
1989
Security National Bank
Nebraska
-$108K -1,116 Closed
BCP
1990
Blue Chip Partners
Michigan
-$106K -1,096 Closed
DAC
1991
Dividend Assets Capital
South Carolina
-$93K -955 Closed
GG
1992
Greenwood Gearhart
Arkansas
-$89K -917 Closed
PIM
1993
Platinum Investment Management
Australia
-$88.2K -909 Closed
Lazard Asset Management
1994
Lazard Asset Management
New York
-$83K -858 Closed
MSWM
1995
McGlone Suttner Wealth Management
Wisconsin
-$77K -793 Closed
A
1996
AJOVista
Massachusetts
-$67.3K -694 Closed
NFA
1997
Northwest Financial Advisors
Virginia
-$62.4K -643 Closed
FWM
1998
Focused Wealth Management
New York
-$48.5K -499 Closed
LFA
1999
Livelsberger Financial Advisory
Ohio
-$48K -495 Closed
EC
2000
EdgeRock Capital
Colorado
-$39.6K -411 Closed