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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 %
FFBTD
1226
First Financial Bank - Trust Division
Ohio
$564K -$6.92K -60 -1%
DWM
1227
Destination Wealth Management
California
$564K +$123K +1,067 +28%
PWMAG
1228
Pinnacle Wealth Management Advisory Group
New Jersey
$564K -$7.84K -68 -1%
SCM
1229
Saxony Capital Management
Missouri
$564K -$36.4K -316 -6%
PWM
1230
PBMares Wealth Management
Virginia
$563K +$9.92K +86 +2%
OWA
1231
Octavia Wealth Advisors
Ohio
$563K -$26.5K -230 -4%
ABC
1232
Associated Banc-Corp
Wisconsin
$562K -$93.2K -808 -14%
TIA
1233
Traphagen Investment Advisors
New Jersey
$561K +$13K +113 +2%
CAL
1234
Capital Analysts LLC
Pennsylvania
$561K +$265K +2,295 +89%
FSA
1235
Financial Security Advisor
Virginia
$560K -$6.11K -53 -1%
BFS
1236
Bard Financial Services
Connecticut
$560K -$129K -1,115 -19%
ST
1237
Spinnaker Trust
Maine
$559K
VWM
1238
Venturi Wealth Management
Texas
$559K -$61.9K -537 -10%
RGC
1239
Roberts, Glore & Co
Illinois
$558K +$115 +1 +0%
TWP
1240
Tyche Wealth Partners
Texas
$555K +$692 +6 +0.1%
CAMV
1241
Concord Asset Management (Virginia)
Virginia
$555K +$19.8K +172 +4%
WFM
1242
Wolff Financial Management
Michigan
$555K
EFA
1243
Edge Financial Advisors
Illinois
$554K +$554K +4,807 New
BHWM
1244
Bar Harbor Wealth Management
New Hampshire
$554K -$13.8K -120 -2%
HWA
1245
HHM Wealth Advisors
Tennessee
$553K -$16.3K -141 -3%
UBG
1246
United Bank (Georgia)
Georgia
$549K +$14.6K +127 +3%
EI
1247
Ethic Inc
New York
$549K -$150K -1,551 -21%
WTC
1248
WhitTier Trust Company
Nevada
$547K
TVM
1249
True Vision MN
Minnesota
$545K -$51K -442 -9%
SC
1250
Syon Capital
California
$544K -$9.57K -83 -2%