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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 %
WFG
1101
Wills Financial Group
Virginia
$740K -$4.09K -38 -0.6%
SIG
1102
Sargent Investment Group
Maryland
$739K +$397K +3,736 +116%
HPC
1103
HM Payson & Co
Maine
$739K -$52.7K -489 -7%
BIM
1104
Baldwin Investment Management
Pennsylvania
$738K -$193K -1,787 -21%
MIF
1105
Mediolanum International Funds
Ireland
$738K +$738K +6,864 New
SSB
1106
Sandy Spring Bank
Maryland
$737K -$98.7K -916 -12%
NP
1107
NorthRock Partners
Minnesota
$736K +$60.1K +558 +9%
LWAM
1108
Legacy Wealth Asset Management
Minnesota
$734K -$22.3K -207 -3%
UCB
1109
United Community Bank
South Carolina
$733K -$7.54K -70 -1%
PCMN
1110
Paradigm Capital Management (Nevada)
Nevada
$732K +$24.3K +226 +3%
MSS
1111
Mitchell Sinkler & Starr
Pennsylvania
$731K -$546K -5,071 -43%
CSI
1112
Cross Staff Investments
New York
$731K
CI Investments Inc
1113
CI Investments Inc
Ontario, Canada
$730K +$105K +972 +17%
BJL
1114
Brighton Jones LLC
Washington
$728K +$75.4K +700 +12%
CCA
1115
Corps Capital Advisors
Texas
$726K +$726K +6,743 New
STA
1116
Smith Thornton Advisors
Alabama
$725K +$93.6K +869 +15%
WMA
1117
Wealth Management Associates
New Jersey
$723K
PAG
1118
Powers Advisory Group
Illinois
$722K +$4.63K +43 +0.6%
HCM
1119
Hengehold Capital Management
Ohio
$721K -$19.8K -184 -3%
CF
1120
Claris Financial
Virginia
$720K +$720K +6,684 New
AWM
1121
Avior Wealth Management
Nebraska
$719K -$68.1K -632 -9%
KCPG
1122
Kavar Capital Partners Group
Kansas
$718K
NFC
1123
Northstar Financial Companies
Pennsylvania
$718K +$718K +6,660 New
FCP
1124
Fidelis Capital Partners
Florida
$716K +$132K +1,167 +23%
MW
1125
MBL Wealth
North Carolina
$716K +$46.3K +430 +7%