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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 %
BS
1051
Banco Santander
Spain
$822K -$410K -3,560 -33%
DT
1052
Diversified Trust
Tennessee
$822K +$17.5K +152 +2%
LA
1053
Legacy Advisors
Pennsylvania
$821K +$14.1K +122 +2%
TPI
1054
Trust Point Inc
Wisconsin
$820K -$42.4K -368 -5%
HCM
1055
Howard Capital Management
Georgia
$819K +$819K +7,106 New
DA
1056
Denali Advisors
California
$819K +$819K +7,100 New
CA
1057
CoreCap Advisors
Michigan
$817K +$231 +2 +0%
RGF
1058
Retirement Guys Formula
Ohio
$813K +$42.8K +371 +6%
AFG
1059
Albion Financial Group
Utah
$812K
9WM
1060
9258 Wealth Management
Ohio
$812K -$360K -3,121 -31%
DAM
1061
Doheny Asset Management
California
$812K
KMWM
1062
Keudell/Morrison Wealth Management
Oregon
$812K -$192K -1,661 -19%
RWM
1063
Ritholtz Wealth Management
New York
$811K +$184K +1,597 +29%
MFA
1064
Mayflower Financial Advisors
Massachusetts
$811K +$576 +5 +0.1%
LWAM
1065
Legacy Wealth Asset Management
Minnesota
$810K -$576 -5 -0.1%
OIA
1066
Optimum Investment Advisors
Illinois
$803K
JGUA
1067
John G. Ullman & Associates
New York
$802K
HL
1068
HeadInvest LLC
Maine
$798K +$55.1K +478 +7%
WFG
1069
Wills Financial Group
Virginia
$796K +$34.9K +303 +5%
FCAS
1070
First Command Advisory Services
Texas
$796K -$21.8K -189 -3%
UCB
1071
United Community Bank
South Carolina
$793K -$25.8K -224 -3%
HCM
1072
Hengehold Capital Management
Ohio
$792K -$39.4K -342 -5%
NEI
1073
Northwest & Ethical Investments
Ontario, Canada
$792K -$29.5K -256 -4%
LMKC
1074
L.M. Kohn & Company
Ohio
$792K +$78.2K +678 +11%
WT
1075
Washington Trust
Rhode Island
$786K -$35.5K -308 -4%