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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 %
CWP
1151
Concord Wealth Partners
Virginia
$655K +$23.9K +207 +4%
KCIC
1152
Kuhn & Co Investment Counsel
Illinois
$654K -$13.5K -117 -2%
PCS
1153
Personal CFO Solutions
New Jersey
$654K -$4.96K -43 -0.8%
RFA
1154
Rollins Financial Advisors
New York
$652K +$152K +1,314 +30%
IAS
1155
Investment Advisory Services
Texas
$650K
WSC
1156
Wellington Shields & Co
New York
$649K +$692 +6 +0.1%
CFSG
1157
Community Financial Services Group
Vermont
$646K -$6.57K -57 -1%
PA
1158
PSI Advisors
Florida
$646K -$74.9K -650 -10%
PCM
1159
Parsons Capital Management
Rhode Island
$644K
APIM
1160
Agate Pass Investment Management
Washington
$644K -$35.7K -310 -5%
WIC
1161
Wilkins Investment Counsel
Massachusetts
$642K +$62.3K +540 +11%
CWS
1162
Cypress Wealth Services
California
$640K +$186K +1,609 +41%
BHC
1163
Bowen Hanes & Co
Florida
$639K
PWP
1164
Phillips Wealth Planners
Mississippi
$638K -$131K -1,094 -17%
PVM
1165
Palogic Value Management
Texas
$638K
GBT
1166
Grove Bank & Trust
Florida
$636K -$30.9K -268 -5%
EGA
1167
E&G Advisors
Texas
$634K -$11.5K -100 -2%
TC
1168
Trilogy Capital
California
$632K -$40.2K -349 -6%
ICA
1169
Infrastructure Capital Advisors
New York
$631K -$349K -3,029 -36%
RPCONE
1170
Retirement Planning Company of New England
Rhode Island
$629K +$13.8K +120 +2%
RFA
1171
Register Financial Advisors
Georgia
$629K -$3.57K -31 -0.6%
CA
1172
Crewe Advisors
Utah
$629K +$4.73K +41 +0.8%
MNBTD
1173
Moody National Bank Trust Division
Texas
$627K +$176K +1,525 +39%
RCM
1174
RB Capital Management
Nevada
$626K -$9.11K -79 -1%
AWA
1175
Arete Wealth Advisors
Illinois
$623K -$206K -1,790 -25%