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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 %
VA
1251
Verdad Advisers
Massachusetts
$544K +$544K +4,716 New
TA
1252
TFG Advisers
Michigan
$543K +$44.5K +386 +9%
OFG
1253
OmniStar Financial Group
North Carolina
$543K -$7.5K -65 -1%
MSFS
1254
Main Street Financial Solutions
Pennsylvania
$542K +$220K +1,904 +68%
PAMG
1255
Patton Albertson Miller Group
Tennessee
$541K -$25.4K -220 -4%
MCWS
1256
McKinley Carter Wealth Services
West Virginia
$540K +$922 +8 +0.2%
AP
1257
Americana Partners
Texas
$539K +$90.7K +787 +20%
DBRC
1258
D.B. Root & Company
Pennsylvania
$538K -$219K -1,895 -29%
AFG
1259
Allegheny Financial Group
Pennsylvania
$537K +$248K +2,147 +85%
CAS
1260
Coppell Advisory Solutions
Texas
$535K +$122K +1,055 +30%
ORC
1261
O'Rourke & Company
Massachusetts
$530K +$1.27K +11 +0.2%
PSFG
1262
Prairie Sky Financial Group
Illinois
$530K
OKSA
1263
O'Keefe Stevens Advisory
New York
$530K +$155K +1,343 +41%
FLPIM
1264
F.L. Putnam Investment Management
Massachusetts
$528K +$2.31K +20 +0.4%
NPFS
1265
Novak & Powell Financial Services
Florida
$527K -$15.7K -136 -3%
ATC
1266
Adirondack Trust Company
New York
$525K -$8.3K -72 -2%
LIM
1267
Longfellow Investment Management
Massachusetts
$523K -$164K -1,419 -24%
PWAM
1268
Pinnacle West Asset Management
Wyoming
$523K +$13.2K +115 +3%
SL
1269
Salomon & Ludwin
Virginia
$523K
RAG
1270
RIA Advisory Group
Iowa
$522K +$522K +4,531 New
Lazard Asset Management
1271
Lazard Asset Management
New York
$522K +$308K +2,674 +144%
W
1272
Wealthquest
Ohio
$521K -$187K -1,610 -26%
ATS
1273
Ashton Thomas Securities
New York
$519K +$99.7K +865 +24%
CWM
1274
Cordatus Wealth Management
Pennsylvania
$518K +$6.92K +60 +1%
GIP
1275
Greatmark Investment Partners
Georgia
$518K -$12.5K -108 -2%