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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 %
OQS
1001
Occudo Quantitative Strategies
Florida
$957K +$957K +8,882 New
GWA
1002
Gratus Wealth Advisors
Virginia
$957K -$6.9K -64 -0.7%
MC
1003
Machina Capital
France
$954K -$249K -2,314 -21%
PFGIA
1004
Patriot Financial Group Insurance Agency
Massachusetts
$953K +$37.4K +347 +4%
IIM
1005
InTrack Investment Management
Vermont
$952K +$177K +1,660 +23%
TTWM
1006
TCV Trust & Wealth Management
Virginia
$950K
NC
1007
NovaPoint Capital
Georgia
$947K +$27.2K +252 +3%
SC
1008
Steph & Co
Wisconsin
$947K -$27.2K -252 -3%
BIG
1009
Brooklyn Investment Group
New York
$946K +$55.7K +517 +6%
CTA
1010
Chesley Taft & Associates
Illinois
$944K
SWA
1011
Stratos Wealth Advisors
Ohio
$941K +$32.6K +303 +4%
CFCI
1012
Comprehensive Financial Consultants Institutional
Indiana
$939K -$68K -631 -7%
ACM
1013
Allred Capital Management
Texas
$939K +$754 +7 +0.1%
IB
1014
Intrust Bank
Kansas
$937K -$75.5K -701 -7%
NRS
1015
Neville Rodie & Shaw
New York
$937K +$7K +65 +0.8%
AHIA
1016
Andrew Hill Investment Advisors
Florida
$928K -$2.65M -24,577 -74%
FAIM
1017
Financial Advocates Investment Management
Washington
$921K +$207K +1,917 +29%
TWM
1018
Thrive Wealth Management
Pennsylvania
$921K -$12.2K -113 -1%
LNWWM
1019
Laird Norton Wetherby Wealth Management
California
$919K -$57.9K -537 -6%
AWA
1020
Arete Wealth Advisors
Illinois
$917K +$334K +3,106 +57%
GWANC
1021
Guardian Wealth Advisors (North Carolina)
North Carolina
$916K +$44.4K +412 +5%
ACS
1022
Archford Capital Strategies
Illinois
$911K -$646 -6 -0.1%
AFG
1023
Albion Financial Group
Utah
$902K +$143K +1,323 +19%
EWM
1024
EPG Wealth Management
Georgia
$900K -$7.44K -69 -0.8%
AA
1025
Ancora Advisors
Ohio
$899K -$18K -167 -2%