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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 %
CCWM
1001
Cassaday & Co Wealth Management
Virginia
$938K +$15.5K +134 +2%
HTIM
1002
Harbour Trust & Investment Management
Indiana
$937K -$21.4K -186 -2%
HIMC
1003
Heritage Investors Management Corp
Maryland
$936K -$283K -2,458 -23%
FNBTCON
1004
First National Bank & Trust Co of Newtown
Pennsylvania
$936K -$11.5K -100 -1%
SF
1005
Summit Financial
New Jersey
$936K +$56.2K +487 +6%
GWANC
1006
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K -$264K -2,292 -22%
SWM
1007
Segment Wealth Management
Texas
$932K -$9.22K -80 -1%
AMBIA
1008
Allen Mooney & Barnes Investment Advisors
Georgia
$928K -$8.3K -72 -0.9%
PGF
1009
Plan Group Financial
Oklahoma
$925K +$87.3K +757 +10%
CIA
1010
Cape Investment Advisory
Georgia
$921K +$17.5K +152 +2%
MW
1011
Marcum Wealth
Ohio
$915K -$59.3K -514 -6%
MS
1012
Madden Securities
Texas
$914K -$11.5K -100 -1%
CI
1013
Cigna Investments
Connecticut
$912K -$15.9K -138 -2%
BHIA
1014
Birch Hill Investment Advisors
Massachusetts
$909K
WT
1015
Whittier Trust
California
$907K +$3.46K +30 +0.4%
HCP
1016
Hexagon Capital Partners
Arkansas
$906K -$45.3K -393 -5%
EFG
1017
Everhart Financial Group
Ohio
$898K +$63.5K +551 +8%
MFG
1018
MidWestOne Financial Group
Iowa
$898K -$16.1K -140 -2%
SSB
1019
Sandy Spring Bank
Maryland
$894K +$234K +2,031 +35%
FRA
1020
Frank Rimerman Advisors
California
$891K -$402K -3,486 -31%
FMB
1021
Field & Main Bank
Kentucky
$890K +$154K +1,335 +21%
WHC
1022
Wulff, Hansen & Co
California
$885K
CD
1023
Chapin Davis
Maryland
$885K
CA
1024
Cullinan Associates
Kentucky
$884K -$731K -6,082 -45%
VF
1025
Vest Financial
Virginia
$883K +$588K +5,096 +199%