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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 %
SACTSONJ
1126
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$692K
CSIC
1127
Clifford Swan Investment Counsel
California
$691K +$11.6K +101 +2%
NB
1128
NBT Bank
New York
$689K +$21.4K +186 +3%
SWM
1129
Stockman Wealth Management
Montana
$686K -$577 -5 -0.1%
SWM
1130
Silverlake Wealth Management
Vermont
$685K +$75.9K +658 +12%
LFA
1131
Legacy Financial Advisors
Kentucky
$682K +$12.5K +108 +2%
LF
1132
Lantz Financial
Illinois
$681K -$150K -1,305 -18%
CPSAC
1133
Chas P. Smith & Associates (CPS)
Florida
$679K +$64.2K +557 +10%
GIA
1134
Guyasuta Investment Advisors
Pennsylvania
$676K -$26.1K -226 -4%
STA
1135
Smith Thornton Advisors
Alabama
$676K +$313K +2,714 +86%
BONH
1136
Bank of New Hampshire
New Hampshire
$675K -$53.7K -466 -7%
SWM
1137
SeaCrest Wealth Management
New York
$673K -$29.3K -254 -4%
VVP
1138
Venture Visionary Partners
Ohio
$673K -$42.8K -371 -6%
IF
1139
Intrua Financial
Texas
$672K -$255K -2,211 -27%
CI Investments Inc
1140
CI Investments Inc
Ontario, Canada
$669K -$95.2K -826 -12%
NFG
1141
Nations Financial Group
Iowa
$668K +$185K +1,602 +38%
NW
1142
NewEdge Wealth
Pennsylvania
$668K +$338K +2,935 +103%
BWM
1143
BCGM Wealth Management
Indiana
$665K +$1.15K +10 +0.2%
IBOK
1144
Independence Bank of Kentucky
Kentucky
$665K -$12.7K -110 -2%
GEA
1145
Glen Eagle Advisors
New Jersey
$663K -$18.7K -162 -3%
PSB
1146
Passumpsic Savings Bank
Vermont
$662K +$461 +4 +0.1%
MMG
1147
Monetary Management Group
Missouri
$661K
BIM
1148
Bridges Investment Management
Nebraska
$659K +$7.15K +62 +1%
AFP
1149
Ausdal Financial Partners
Iowa
$658K +$2.42K +21 +0.4%
FMP
1150
Financial Management Professionals
Texas
$656K -$1.85K -16 -0.3%