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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 %
FWCM
1376
Ferguson Wellman Capital Management
Oregon
$332K -$32.4K -335 -9%
MCCP
1377
Mission Creek Capital Partners
California
$332K +$332K +3,434 New
CIM
1378
CIM Investment Management
Pennsylvania
$331K
CIG
1379
Cascade Investment Group
Colorado
$329K
BMC
1380
Beaton Management Company
Massachusetts
$329K +$97 +1 +0%
SIA
1381
Strategic Investment Advisors
Michigan
$328K +$27.5K +284 +9%
SFP
1382
Sandbox Financial Partners
Maryland
$328K +$4.26K +44 +1%
FBT
1383
First Bankers Trust
Kentucky
$328K +$10.5K +109 +3%
AC
1384
Avestar Capital
New York
$328K +$56.3K +582 +21%
TCA
1385
Transcend Capital Advisors
New Jersey
$327K +$12.6K +130 +4%
DJSG
1386
D.J. St. Germain
Massachusetts
$326K -$67.6K -699 -17%
PWLP
1387
Prio Wealth Limited Partnership
Massachusetts
$326K -$3.68K -38 -1%
OFS
1388
OMC Financial Services
New York
$325K +$325K +3,363 New
MCM
1389
Marathon Capital Management
Maryland
$324K
MAM
1390
MWA Asset Management
Massachusetts
$323K -$139K -1,435 -30%
WMA
1391
West Michigan Advisors
Michigan
$322K +$22.1K +228 +7%
GP
1392
Greenline Partners
New York
$320K -$49.4K -511 -13%
CAM
1393
Cozad Asset Management
Illinois
$320K -$677 -7 -0.2%
MIC
1394
Meridian Investment Counsel
California
$319K +$14.5K +150 +5%
AC
1395
Abbrea Capital
California
$318K
CIA
1396
Cladis Investment Advisory
Montana
$318K
CIS
1397
Connors Investor Services
Pennsylvania
$318K -$32.2K -333 -9%
SF
1398
Slagle Financial
Illinois
$317K -$349K -3,612 -52%
GI
1399
GAMMA Investing
California
$316K +$5.9K +61 +2%
RWP
1400
Revolve Wealth Partners
New Jersey
$316K +$4.93K +51 +2%