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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 %
FMP
1151
Financial Management Professionals
Texas
$676K +$62.9K +584 +10%
HL
1152
HeadInvest LLC
Maine
$674K -$71.8K -666 -10%
NB
1153
NBT Bank
New York
$674K +$30.3K +281 +5%
VWA
1154
Visionary Wealth Advisors
Illinois
$673K -$7.43K -69 -1%
CA
1155
Cornerstone Advisory
Maryland
$673K -$74.1K -664 -10%
CAM
1156
Carret Asset Management
New York
$672K
CCA
1157
Cobblestone Capital Advisors
New York
$670K -$1.51K -14 -0.2%
RDIA
1158
RE Dickinson Investment Advisors
Iowa
$668K +$35.6K +33 +6%
BIM
1159
Bridges Investment Management
Nebraska
$666K +$50.1K +465 +8%
FFWM
1160
Future Financial Wealth Management
Ohio
$663K -$153K -1,424 -19%
LJAC
1161
L.J. Altfest & Co
New York
$661K -$127K -1,179 -16%
MTC
1162
McDaniel Terry & Co
Texas
$659K +$271K +2,512 +70%
PCS
1163
Personal CFO Solutions
New Jersey
$659K +$47.9K +445 +8%
AFA
1164
AA Financial Advisors
Ohio
$656K +$82.4K +765 +14%
TFS
1165
Thoroughbred Financial Services
Tennessee
$656K -$3.55K -33 -0.5%
CAS
1166
Coppell Advisory Solutions
Texas
$653K +$156K +1,449 +31%
CIC
1167
Carnegie Investment Counsel
Ohio
$652K -$2.8K -26 -0.4%
PFBT
1168
Parkside Financial Bank & Trust
Missouri
$652K +$1.08K +10 +0.2%
FTUS
1169
Flow Traders U.S.
New York
$651K +$651K +6,044 New
IC
1170
Iconiq Capital
California
$651K +$393K +3,651 +153%
HBT
1171
Hills Bank & Trust
Iowa
$651K
WPC
1172
Waters Parkerson & Co
Louisiana
$649K -$13.5K -125 -2%
LF
1173
Lantz Financial
Illinois
$648K +$11.4K +106 +2%
SACTSONJ
1174
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$646K
CSIC
1175
Clifford Swan Investment Counsel
California
$645K