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 %
EP
1401
Eudaimonia Partners
Tennessee
$316K -$38.3K -396 -11%
PAI
1402
Pittenger & Anderson Inc
Nebraska
$314K
PHWM
1403
Pine Harbor Wealth Management
Maryland
$314K
AFAS
1404
Acorn Financial Advisory Services
Virginia
$314K -$95.3K -986 -23%
SIG
1405
Sargent Investment Group
Maryland
$314K +$314K +3,245 New
MWA
1406
Muirfield Wealth Advisors
North Carolina
$314K -$17.4K -180 -5%
FH
1407
FWG Holdings
Florida
$313K +$4.43K +43 +1%
LIA
1408
LBMC Investment Advisors
Tennessee
$313K -$226K -2,341 -42%
SCA
1409
Stokes Capital Advisors
South Carolina
$313K +$10.2K +105 +3%
BSSFA
1410
Baron Silver Stevens Financial Advisors
Florida
$311K +$21.2K +219 +7%
RT
1411
Rockland Trust
Massachusetts
$309K -$2.32K -24 -0.7%
CCA
1412
Cravens & Co Advisors
Tennessee
$308K -$12.3K -127 -4%
WA1
1413
Wimmer Associates 1
California
$307K
CAM
1414
Cypress Asset Management
Texas
$307K
H
1415
HoyleCohen
California
$307K +$193 +2 +0.1%
WPW
1416
Waldron Private Wealth
Pennsylvania
$307K -$97 -1 -0%
NMG
1417
New Millennium Group
Utah
$306K +$197K +2,039 +181%
CFS
1418
CRA Financial Services
New Jersey
$306K +$6.96K +72 +2%
CW
1419
Channel Wealth
California
$305K +$870 +9 +0.3%
WIM
1420
WealthPlan Investment Management
Nebraska
$305K
O
1421
Ossiam
France
$303K -$110K -1,141 -27%
ACI
1422
Alpha Cubed Investments
California
$303K -$16.7K -173 -5%
BP
1423
BBR Partners
New York
$302K +$302K +3,126 New
SMA
1424
Sage Mountain Advisors
Georgia
$302K -$45.9K -475 -13%
SAM
1425
Summit Asset Management
Tennessee
$302K