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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 %
LF
2001
Lee Financial
Texas
-$32.3K -333 Closed
WTG
2002
West Tower Group
Virginia
-$29.2K -301 Closed
GFPC
2003
Global Financial Private Client
Florida
-$29.1K -300 Closed
ODG
2004
O'Dell Group
Ohio
-$27.5K -283 Closed
TVAMP
2005
Tennessee Valley Asset Management Partners
Tennessee
-$24.4K -251 Closed
AWM
2006
Activest Wealth Management
Florida
-$19.4K -200 Closed
UIA
2007
Ulland Investment Advisors
Minnesota
-$17K -172 Closed
HT
2008
Headlands Technologies
Illinois
-$15.6K -161 Closed
CG
2009
Cutler Group
California
-$12K -125 Closed
CYG
2010
Clean Yield Group
Vermont
-$9.7K -100 Closed
BCM
2011
Bourgeon Capital Management
Connecticut
-$9.03K -93 Closed
MFA
2012
McClarren Financial Advisors
Pennsylvania
-$8K -87 Closed
LIWM
2013
Long Island Wealth Management
New York
-$8K -85 Closed
CI
2014
Cordant Inc
Oregon
-$7.47K -77 Closed
AI
2015
AXS Investments
New York
-$6.79K -70 Closed
AWM
2016
Able Wealth Management
New Jersey
-$4.12K -42 Closed
TVWM
2017
Tower View Wealth Management
Wisconsin
-$4K -37 Closed
TFG
2018
Team Financial Group
California
-$2.76K -28 Closed
DWA
2019
Delos Wealth Advisors
Texas
-$680 -7 Closed