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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 %
CWM
1101
Congress Wealth Management
Massachusetts
$742K +$87.8K +761 +13%
FPGT
1102
Financial Partners Group (Tennessee)
Tennessee
$742K -$100K -868 -12%
LSAG
1103
Lake Street Advisors Group
New Hampshire
$741K +$24.8K +215 +3%
SWM
1104
Spire Wealth Management
Virginia
$739K -$29.2K -253 -4%
KFA
1105
Kapstone Financial Advisors
Ohio
$737K -$4.06K -35 -0.5%
NP
1106
Nilsine Partners
Colorado
$734K -$45K -390 -6%
DP
1107
Dearborn Partners
Illinois
$732K +$807 +7 +0.1%
VWA
1108
Visionary Wealth Advisors
Illinois
$728K +$11.8K +102 +2%
Edgewood Management
1109
Edgewood Management
Connecticut
$727K
NP
1110
NorthRock Partners
Minnesota
$723K -$2.19K -19 -0.3%
SFI
1111
Siemens Fonds Invest
Germany
$722K +$159K +1,382 +28%
CAM
1112
Carret Asset Management
New York
$719K
CCA
1113
Cobblestone Capital Advisors
New York
$719K +$3K +26 +0.4%
LF
1114
LifePlan Financial
Minnesota
$718K +$52.2K +453 +8%
MW
1115
MBL Wealth
North Carolina
$717K +$12.5K +108 +2%
OFS
1116
OneAscent Financial Services
Alabama
$709K -$154K -1,340 -18%
WPC
1117
Waters Parkerson & Co
Louisiana
$709K -$34.8K -302 -5%
TFS
1118
Thoroughbred Financial Services
Tennessee
$706K +$38.1K +331 +6%
CIC
1119
Carnegie Investment Counsel
Ohio
$701K -$4.5K -39 -0.6%
MGIA
1120
Moneta Group Investment Advisors
Missouri
$700K -$11.2K -97 -2%
BJL
1121
Brighton Jones LLC
Washington
$698K -$43.4K -376 -6%
GIA
1122
Gladstone Institutional Advisory
Florida
$698K +$17.6K +153 +3%
HBT
1123
Hills Bank & Trust
Iowa
$696K
PFBT
1124
Parkside Financial Bank & Trust
Missouri
$696K +$46.7K +405 +7%
P
1125
Pitcairn
Pennsylvania
$694K -$114K -992 -14%