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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 %
PA
1251
Probity Advisors
Texas
$561K +$30.6K +284 +6%
PWMAG
1252
Pinnacle Wealth Management Advisory Group
New Jersey
$558K +$30.7K +285 +6%
YP
1253
YANKCOM Partnership
South Dakota
$556K +$556K +5,164 New
JWA
1254
JFS Wealth Advisors
Pennsylvania
$556K +$9.48K +88 +2%
GL
1255
Graypoint LLC
New York
$555K +$14.3K +133 +3%
BB
1256
Busey Bank
Illinois
$554K -$26.8K -249 -5%
FIM
1257
Fruth Investment Management
Texas
$554K
GWM
1258
Gray Wealth Management
Maine
$553K +$970 +9 +0.2%
CA
1259
Crewe Advisors
Utah
$551K -$36.9K -342 -6%
WIM
1260
WealthPlan Investment Management
Nebraska
$551K +$211K +1,959 +62%
BRWM
1261
Blue Rock Wealth Management
North Carolina
$548K +$548K +5,083 New
WAM
1262
Walker Asset Management
Missouri
$547K +$14.9K +138 +3%
PFA
1263
Petra Financial Advisors
Colorado
$546K +$1.94K +18 +0.4%
IF
1264
Intrua Financial
Texas
$545K -$82.6K -767 -13%
AC
1265
Apella Capital
Connecticut
$545K +$200K +1,860 +58%
FWP
1266
Firethorn Wealth Partners
Georgia
$545K +$2.05K +19 +0.4%
CWS
1267
Cypress Wealth Services
California
$544K -$53.5K -497 -9%
BFA
1268
Bill Few Associates
Pennsylvania
$544K -$2.69K -25 -0.5%
HVP
1269
Hudson Value Partners
Florida
$543K -$22.6K -210 -4%
CFO
1270
CVA Family Office
Colorado
$542K -$17.8K -165 -3%
NAG
1271
Northstar Advisory Group
New Jersey
$542K -$2.59K -24 -0.5%
PA
1272
PSI Advisors
Florida
$540K -$63.5K -589 -11%
LWM
1273
Level Wealth Management
North Carolina
$540K +$540K +5,008 New
BAM
1274
Broyhill Asset Management
North Carolina
$539K +$539K +5,003 New
PMAM
1275
Picton Mahoney Asset Management
Ontario, Canada
$539K +$191K +1,768 +55%