DUK icon

Duke Energy

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
426
NEOS Investment Management
Connecticut
$5.03M +$1.21M +11,200 +32%
SC
427
SouthState Corp
Florida
$5.03M -$89.3K -829 -2%
BFG
428
Beacon Financial Group
Texas
$5.03M -$51.9K -482 -1%
SWP
429
Stratos Wealth Partners
Ohio
$5.02M -$160K -1,488 -3%
FHA
430
First Horizon Advisors
Tennessee
$5.02M +$238K +2,213 +5%
SPC
431
Sigma Planning Corp
Michigan
$5.01M -$755K -7,008 -13%
WP
432
Woodline Partners
California
$5M +$5M +46,391 New
BRM
433
Boston Research & Management
Massachusetts
$4.95M -$17K -158 -0.3%
WorldQuant Millennium Advisors
434
WorldQuant Millennium Advisors
New York
$4.94M +$2.03M +18,821 +70%
AIMCA
435
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.91M +$248K +2,300 +5%
JHCP
436
Jackson Hole Capital Partners
Oklahoma
$4.89M +$89.3K +829 +2%
CPIG
437
Chicago Partners Investment Group
Illinois
$4.87M -$143K -1,322 -3%
CL
438
Choreo LLC
Illinois
$4.82M -$175K -1,626 -4%
HCMT
439
Highland Capital Management (Tennessee)
Tennessee
$4.81M -$99.1K -920 -2%
JIC
440
Johnson Investment Counsel
Ohio
$4.79M +$238K +2,206 +5%
TCM
441
Tufton Capital Management
Maryland
$4.77M +$8.84K +82 +0.2%
WCM
442
Whitener Capital Management
North Carolina
$4.76M +$46.3K +430 +1%
SFA
443
Semmax Financial Advisors
North Carolina
$4.75M +$99.5K +873 +2%
SSA
444
Schonfeld Strategic Advisors
New York
$4.73M +$1.03M +9,588 +28%
KWM
445
Kingsview Wealth Management
Oregon
$4.7M +$605K +5,615 +15%
RDWM
446
Red Door Wealth Management
Tennessee
$4.67M +$350K +3,250 +8%
UCFA
447
United Capital Financial Advisors
Texas
$4.61M +$77.5K +719 +2%
TCM
448
Teza Capital Management
Illinois
$4.6M +$4.6M +42,680 New
CA
449
Clearstead Advisors
Ohio
$4.59M +$10.5K +97 +0.2%
CGH
450
Crossmark Global Holdings
Texas
$4.57M -$95.6K -887 -2%