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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 %
PCA
1226
Prosperity Capital Advisors
Ohio
$597K +$44.8K +416 +8%
PVM
1227
Palogic Value Management
Texas
$597K
APIM
1228
Agate Pass Investment Management
Washington
$596K -$5.39K -50 -0.9%
PWP
1229
Phillips Wealth Planners
Mississippi
$593K +$28.3K +267 +5%
RFA
1230
Register Financial Advisors
Georgia
$588K +$215 +2 +0%
RCM
1231
RB Capital Management
Nevada
$588K +$2.91K +27 +0.5%
Q1WB
1232
Quest 10 Wealth Builders
Virginia
$587K +$587K +5,448 New
CF
1233
Centaurus Financial
California
$583K +$28.7K +266 +5%
RPCONE
1234
Retirement Planning Company of New England
Rhode Island
$582K -$6.36K -59 -1%
TC
1235
Trilogy Capital
California
$581K -$9.7K -90 -2%
TF
1236
Tudor Financial
Ohio
$580K +$147K +1,363 +34%
CAG
1237
Crestwood Advisors Group
Massachusetts
$580K +$30.3K +281 +6%
CWP
1238
Cyndeo Wealth Partners
Florida
$577K +$2.26K +21 +0.4%
FBB
1239
Fulton Breakefield Broenniman
Maryland
$577K +$101K +936 +21%
PAI
1240
Pittenger & Anderson Inc
Nebraska
$576K
AF
1241
Apexium Financial
Texas
$576K +$22.6K +210 +4%
FFG
1242
First Financial Group
North Carolina
$575K +$575K +5,339 New
GWM
1243
GSB Wealth Management
Connecticut
$575K +$1.51K +14 +0.3%
CAMV
1244
Concord Asset Management (Virginia)
Virginia
$575K +$55.7K +517 +11%
Fisher Asset Management
1245
Fisher Asset Management
Washington
$573K +$192K +1,781 +50%
RC
1246
Roundview Capital
New Jersey
$568K +$8.08K +75 +1%
SPA
1247
Sherbrooke Park Advisers
New York
$568K -$998K -9,260 -64%
NL
1248
NWAM LLC
Washington
$568K +$20.3K +188 +4%
HCM
1249
Howard Capital Management
Georgia
$566K -$199K -1,849 -26%
WDA
1250
Wendell David Associates
New Hampshire
$565K +$10.9K +101 +2%