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 %
S
1826
Sachetta
Massachusetts
$22.2K
OP
1827
ORG Partners
Indiana
$22K -$103K -1,071 -82%
SJIM
1828
St. Johns Investment Management
Florida
$21.9K
BCPWM
1829
Bradley & Co Private Wealth Management
Florida
$21.5K +$967 +10 +5%
FFA
1830
Frazier Financial Advisors
Ohio
$21.2K +$7.93K +82 +60%
PO
1831
Private Ocean
California
$20.4K +$8.51K +88 +72%
MRC
1832
Millburn Ridgefield Corp
New York
$19.9K +$774 +8 +4%
CCA
1833
Catalyst Capital Advisors
New York
$19.9K +$774 +8 +4%
PCM
1834
Perritt Capital Management
Illinois
$19.7K +$194 +2 +1%
SWA
1835
SOA Wealth Advisors
New York
$19.5K +$97 +1 +0.5%
CWA
1836
Carolina Wealth Advisors
South Carolina
$19.1K
FCG
1837
Financial Connections Group
California
$19K +$101 +1 +0.5%
FFL
1838
Financial Freedom LLC
Ohio
$18.6K
DIP
1839
DT Investment Partners
Pennsylvania
$18.4K
BFP
1840
Briaud Financial Planning
Texas
$17K +$17K +175 New
SA
1841
SRH Advisors
Kansas
$16.9K
ACA
1842
American Capital Advisory
Idaho
$16.7K +$675 +7 +4%
FFO
1843
Fortitude Family Office
Arizona
$16.5K -$5.22K -54 -24%
BWP
1844
Baldwin Wealth Partners
Massachusetts
$16.4K -$163K -1,686 -91%
FP
1845
Financial Perspectives
Minnesota
$16.2K
SRCM
1846
Signature Resources Capital Management
California
$16.1K
SIC
1847
SJS Investment Consulting
Ohio
$16K -$2.13K -22 -12%
DFA
1848
DHJJ Financial Advisors
Illinois
$16K -$1.45K -15 -8%
UFF
1849
USA Financial Formulas
Michigan
$15.8K +$15.8K +163 New
OCM
1850
Orion Capital Management
California
$15.4K