DUK icon

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 %
HFS
976
Horizon Financial Services
North Carolina
$783K +$434K +4,488 +125%
MWM
977
Modern Wealth Management
Kansas
$782K +$515K +5,323 +193%
MFG
978
MidWestOne Financial Group
Iowa
$782K +$7.83K +81 +1%
FG
979
Fiduciary Group
Georgia
$781K -$5.22K -54 -0.7%
HNWAG
980
High Net Worth Advisory Group
Florida
$780K +$48.4K +500 +7%
IAIM
981
International Assets Investment Management
Florida
$777K -$193K -2,008 -20%
MS
982
Madden Securities
Texas
$776K +$7.25K +75 +0.9%
TPI
983
Trust Point Inc
Wisconsin
$776K -$493K -5,094 -39%
OC
984
Oakworth Capital
Alabama
$769K -$35.4K -366 -4%
NB
985
Northwest Bancshares
Pennsylvania
$768K +$91.2K +943 +13%
LWAM
986
Legacy Wealth Asset Management
Minnesota
$763K +$8.41K +87 +1%
BHIA
987
Birch Hill Investment Advisors
Massachusetts
$763K
CA
988
Continuum Advisory
Idaho
$754K -$322K -3,130 -30%
CA
989
Cornerstone Advisory
Maryland
$750K +$20.3K +210 +3%
AWA
990
Arkadios Wealth Advisors
Georgia
$749K +$23.8K +246 +3%
WT
991
Whittier Trust
California
$742K -$20K -207 -3%
WHC
992
Wulff, Hansen & Co
California
$742K
CD
993
Chapin Davis
Maryland
$742K +$12.9K +133 +2%
DFG
994
Delta Financial Group
New Jersey
$737K +$23.2K +240 +3%
QCG
995
Quadrant Capital Group
Ohio
$737K +$15.5K +160 +2%
RCM
996
Radnor Capital Management
Pennsylvania
$736K
PWP
997
Precedent Wealth Partners
Texas
$730K +$85.7K +886 +13%
RWP
998
RWA Wealth Partners
Massachusetts
$727K -$10.2K -105 -1%
HPC
999
HM Payson & Co
Maine
$726K -$53.3K -551 -7%
FCAS
1000
First Command Advisory Services
Texas
$726K -$41.1K -426 -5%