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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 %
FRA
1026
Frank Rimerman Advisors
California
$899K +$66.6K +618 +8%
AIP
1027
Ameritas Investment Partners
Nebraska
$896K -$34.7K -322 -4%
PA
1028
Parallel Advisors
California
$893K -$15.8K -147 -2%
CD
1029
Chapin Davis
Maryland
$885K
SWM
1030
Segment Wealth Management
Texas
$883K +$12.4K +115 +1%
HNWAG
1031
High Net Worth Advisory Group
Florida
$880K
CCAM
1032
Cascades Capital Asset Management
North Carolina
$879K +$862 +8 +0.1%
HCP
1033
Hexagon Capital Partners
Arkansas
$877K +$30.9K +287 +4%
HTIM
1034
Harbour Trust & Investment Management
Indiana
$876K +$862 +8 +0.1%
OC
1035
Oakworth Capital
Alabama
$873K -$39.2K -364 -4%
BP
1036
BNP Paribas
France
$872K
VAM
1037
Verity Asset Management
North Carolina
$871K +$57K +617 +7%
FNBTCON
1038
First National Bank & Trust Co of Newtown
Pennsylvania
$870K -$4.31K -40 -0.5%
CAI
1039
Capital Advisors Inc
Oklahoma
$870K -$45K -418 -5%
MW
1040
Marcum Wealth
Ohio
$869K +$14.2K +132 +2%
HFS
1041
Horizon Financial Services
North Carolina
$868K -$75.4K -700 -8%
CCWM
1042
Cassaday & Co Wealth Management
Virginia
$867K -$8.84K -82 -1%
SKK
1043
Shepherd Kaplan Krochuk
Massachusetts
$865K -$126K -1,165 -13%
AMBIA
1044
Allen Mooney & Barnes Investment Advisors
Georgia
$863K -$3.77K -35 -0.4%
JF
1045
Jump Financial
Illinois
$862K -$705K -6,540 -45%
VH
1046
Visionary Horizons
Tennessee
$862K -$49.1K -456 -5%
WT
1047
Whittier Trust
California
$862K +$14.3K +133 +2%
MFGM
1048
Marshall Financial Group (Maryland)
Maryland
$861K -$52.9K -491 -6%
LF
1049
LifePlan Financial
Minnesota
$859K +$188K +1,748 +28%
APG
1050
Abacus Planning Group
South Carolina
$858K +$39K +362 +5%