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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 %
SIM
776
Studio Investment Management
Illinois
$1.31M -$97.2K -1,005 -7%
EF
777
Empowered Funds
Pennsylvania
$1.31M +$137K +1,420 +12%
SBIA
778
Sheaff Brock Investment Advisors
Indiana
$1.3M -$34.8K -360 -3%
VFA
779
Voya Financial Advisors
Connecticut
$1.3M +$35.4K +368 +3%
HH
780
Hilltop Holdings
Texas
$1.3M -$128K -1,321 -9%
FNFDCM
781
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.3M
MHIC
782
Marble Harbor Investment Counsel
Massachusetts
$1.29M +$4.06K +42 +0.3%
GAM
783
Grandview Asset Management
Pennsylvania
$1.29M -$23.4K -242 -2%
NWM
784
Northcape Wealth Management
New York
$1.29M -$39.3K -406 -3%
TBA
785
Tower Bridge Advisors
Pennsylvania
$1.28M -$294K -3,043 -19%
Luther King Capital Management (LKCM)
786
Luther King Capital Management (LKCM)
Texas
$1.28M -$197K -2,042 -13%
RCM
787
RNC Capital Management
California
$1.28M +$1.07M +11,080 +520%
IMC Chicago
788
IMC Chicago
Illinois
$1.27M +$1.27M +13,120 New
FCM
789
Fourpath Capital Management
Oklahoma
$1.27M -$24.2K -250 -2%
WAP
790
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$192K +1,985 +18%
GWA
791
Gibson Wealth Advisors
Texas
$1.26M +$1.26M +13,000 New
MHI
792
Miller Howard Investments
New York
$1.25M -$466K -4,821 -27%
TPA
793
Trivium Point Advisory
Connecticut
$1.25M -$215K -2,227 -15%
TIA
794
Trust Investment Advisors
Indiana
$1.25M -$1.55K -16 -0.1%
SAG
795
SageView Advisory Group
California
$1.25M -$525K -5,428 -30%
SPIS
796
Steward Partners Investment Solutions
Oregon
$1.24M +$241K +2,487 +24%
RFA
797
ROI Financial Advisors
Oregon
$1.24M -$158K -1,637 -11%
MFP
798
Meridian Financial Partners
Virginia
$1.24M +$13.2K +142 +1%
SGAM
799
Smith Group Asset Management
Texas
$1.23M -$474K -4,900 -28%
GM
800
GeoWealth Management
Illinois
$1.23M +$421K +4,348 +52%