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Duke Energy

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
976
Haverford Trust Company
Pennsylvania
$1.02M -$331K -3,071 -24%
SAG
977
SageView Advisory Group
California
$1.02M +$37.4K +347 +4%
FC
978
FCA Corp
Texas
$1.01M -$7.54K -70 -0.7%
FNA
979
First National Advisers
Nebraska
$1.01M -$155K -1,440 -13%
PFSC
980
Peoples Financial Services Corp
Pennsylvania
$1.01M -$4.63K -43 -0.5%
USCWA
981
U.S. Capital Wealth Advisors
Texas
$998K +$199K +1,849 +25%
GSEP
982
Golden State Equity Partners
California
$998K +$920K +8,539 +1,186%
KFS
983
Keynote Financial Services
Connecticut
$997K -$12.8K -119 -1%
SLI
984
Sumitomo Life Insurance
Japan
$993K -$31.2K -290 -3%
BP
985
Ballentine Partners
Massachusetts
$991K +$43.6K +405 +5%
HIMC
986
Heritage Investors Management Corp
Maryland
$989K +$114K +1,061 +13%
BFA
987
Beacon Financial Advisory
Ohio
$985K -$18K -167 -2%
MIM
988
Morningstar Investment Management
Illinois
$983K
WWM
989
Western Wealth Management
Colorado
$982K +$20K +186 +2%
PGF
990
Plan Group Financial
Oklahoma
$981K +$116K +1,078 +13%
CCA
991
Checchi Capital Advisers
California
$973K -$2.48K -23 -0.3%
KA
992
Kovack Advisors
Florida
$973K +$68K +631 +8%
FVWA
993
Foster Victor Wealth Advisors
South Carolina
$967K +$12K +110 +1%
GC
994
Grimes & Company
Massachusetts
$967K -$17.6K -163 -2%
APP
995
Avantax Planning Partners
Iowa
$966K -$33.7K -313 -3%
FPGT
996
Financial Partners Group (Tennessee)
Tennessee
$965K +$272K +2,525 +39%
FMB
997
Field & Main Bank
Kentucky
$963K +$131K +1,215 +16%
GVAG
998
Great Valley Advisor Group
Delaware
$962K -$391K -3,628 -29%
SC
999
Sawyer & Company
Massachusetts
$961K -$245K -2,275 -20%
BWP
1000
Balboa Wealth Partners
Arizona
$958K +$66.2K +614 +7%