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Duke Energy

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FTC
376
Farmers Trust Company
Ohio
$6.07M +$576 +5 +0%
SSWM
377
Smith Salley Wealth Management
North Carolina
$6M +$492K +4,269 +9%
PSP
378
Principal Street Partners
Tennessee
$5.94M -$1.78M -15,448 -23%
CAM
379
Cresset Asset Management
Illinois
$5.94M +$369K +3,201 +7%
Fayez Sarofim & Co
380
Fayez Sarofim & Co
Texas
$5.93M +$373K +3,235 +7%
CCM
381
Coldstream Capital Management
Washington
$5.9M +$24.8K +215 +0.4%
OIA
382
OneDigital Investment Advisors
Kansas
$5.88M -$382K -3,317 -6%
SCA
383
Snowden Capital Advisors
New York
$5.87M -$3.64M -31,531 -38%
Mirae Asset Global Investments
384
Mirae Asset Global Investments
South Korea
$5.83M +$1.51M +13,056 +35%
SWP
385
Strategic Wealth Partners
Ohio
$5.83M +$119K +1,036 +2%
RWP
386
RWA Wealth Partners
Massachusetts
$5.79M +$4.84M +42,014 +512%
MSU
387
Mizuho Securities USA
New York
$5.77M -$1.09M -9,448 -16%
ACG
388
Aventail Capital Group
New York
$5.77M -$5.71M -49,562 -50%
EFIC
389
Eliot Finkel Investment Counsel
California
$5.75M -$49.6K -430 -0.9%
CIA
390
Covington Investment Advisors
Pennsylvania
$5.73M +$39.2K +340 +0.7%
IIM
391
Intact Investment Management
Quebec, Canada
$5.71M +$568K +4,930 +11%
ATC
392
Argent Trust Co
Tennessee
$5.71M +$2.33M +20,173 +69%
FLI
393
Family Legacy Inc
South Carolina
$5.71M +$12.1K +105 +0.2%
MC
394
Moors & Cabot
Massachusetts
$5.7M -$184K -1,600 -3%
KFP
395
KMG Fiduciary Partners
Ohio
$5.69M -$958K -8,311 -14%
SBWIC
396
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.69M -$120K -1,044 -2%
RC
397
Resolution Capital
Australia
$5.69M +$3.8M +32,967 +201%
DTL
398
Dynamic Technology Lab
Singapore
$5.69M +$5.27M +45,708 +1,258%
CTC
399
Central Trust Company
Missouri
$5.65M -$135K -1,174 -2%
HIMCH
400
Hartford Investment Management Co (HIMCO)
Connecticut
$5.59M -$94.9K -823 -2%