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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 %
GA
1626
Geller Advisors
New York
$212K +$3.29K +34 +2%
FFO
1627
Fiduciary Family Office
Florida
$211K +$211K +2,183 New
CAL
1628
Capital Analysts LLC
Pennsylvania
$211K
RBC
1629
Roble Belko & Company
Pennsylvania
$211K
MKC
1630
M. Kraus & Co
Vermont
$211K -$25.7K -266 -11%
CFG
1631
Clayton Financial Group
Missouri
$210K +$210K +2,170 New
IFAM
1632
Institutional & Family Asset Management
Colorado
$210K
HGERS
1633
Householder Group Estate & Retirement Specialist
Arizona
$210K +$11.7K +121 +6%
FG
1634
Foster Group
Iowa
$208K +$208K +2,150 New
FFB
1635
First Financial Bankshares
Texas
$207K -$63.3K -655 -23%
LRPA
1636
L. Roy Papp & Associates
Arizona
$206K
OAM
1637
Ostrum Asset Management
France
$204K
DG
1638
DMC Group
Alabama
$204K -$58.9K -609 -22%
DOA
1639
D'Orazio & Associates
Virginia
$204K +$204K +2,107 New
HCA
1640
Horan Capital Advisors
Ohio
$203K -$40.4K -418 -17%
XT
1641
XTX Topco
Cayman Islands
$203K +$203K +2,103 New
CWM
1642
Calamos Wealth Management
Illinois
$203K -$75.5K -781 -27%
LC
1643
Lindbrook Capital
California
$200K -$29.2K -302 -13%
SRC
1644
Stone Run Capital
New York
$200K
EHWM
1645
Eads & Heald Wealth Management
Georgia
$200K -$73.1K -757 -27%
LFG
1646
Larson Financial Group
Missouri
$199K -$16.5K -171 -8%
ITIM
1647
Indiana Trust & Investment Management
Indiana
$198K -$10.4K -108 -5%
WBC
1648
West Branch Capital
Massachusetts
$196K -$67.1K -694 -25%
AAP
1649
Arax Advisory Partners
Colorado
$193K +$28.3K +293 +17%
CSB
1650
City State Bank
Iowa
$189K