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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 %
TCMG
651
TSP Capital Management Group
New Jersey
$1.91M -$193K -1,992 -9%
PFS
652
Physicians Financial Services
North Carolina
$1.89M +$10.9K +113 +0.6%
Kovitz Investment Group Partners
653
Kovitz Investment Group Partners
Illinois
$1.88M +$1.88M +19,457 New
KWA
654
Kingswood Wealth Advisors
California
$1.87M -$271K -2,805 -13%
LCOV
655
London Company of Virginia
Virginia
$1.86M
NIM
656
NEOS Investment Management
Connecticut
$1.86M +$800K +8,274 +76%
ClearBridge Investments
657
ClearBridge Investments
New York
$1.85M -$1.93M -19,909 -51%
DPAM
658
Degroof Petercam Asset Management
Belgium
$1.83M +$58K +600 +3%
HCA
659
Harbor Capital Advisors
Illinois
$1.83M +$1.83M +18,880 New
CFB
660
Cullen/Frost Bankers
Texas
$1.81M -$107K -1,103 -6%
SMC
661
Smith, Moore & Co
Missouri
$1.81M +$22.9K +237 +1%
BBHC
662
Brown Brothers Harriman & Co
New York
$1.8M +$140K +1,448 +8%
HA
663
Hamel Associates
New Jersey
$1.8M +$678K +7,010 +60%
DIP
664
Davis Investment Partners
North Carolina
$1.79M -$58.8K -616 -3%
MSAM
665
Moloney Securities Asset Management
Missouri
$1.79M -$79.9K -826 -4%
HFM
666
Hartford Financial Management
Connecticut
$1.78M
FHWM
667
Fox Hill Wealth Management
Massachusetts
$1.78M +$1.14M +11,740 +176%
AW
668
Apricus Wealth
South Carolina
$1.78M +$287K +2,966 +19%
MWA
669
MFA Wealth Advisors
Pennsylvania
$1.78M -$4.84K -50 -0.3%
CAC
670
Certified Advisory Corp
Florida
$1.77M +$68.4K +707 +4%
WorldQuant Millennium Advisors
671
WorldQuant Millennium Advisors
New York
$1.77M +$1.77M +18,281 New
SF
672
Symphony Financial
Texas
$1.76M -$130K -1,348 -7%
IWM
673
IHT Wealth Management
Illinois
$1.76M +$43.6K +451 +3%
IIM
674
Ipswich Investment Management
Massachusetts
$1.76M +$61.3K +634 +4%
RC
675
Randolph Company
Ohio
$1.75M -$15K -155 -0.8%