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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 %
Members Trust
1276
Members Trust
Florida
$518K -$30.3K -263 -6%
GIA
1277
Gateway Investment Advisers
Ohio
$517K -$14.9K -129 -3%
HFAS
1278
Hummer Financial Advisory Services
Illinois
$516K
PPC
1279
Park Place Capital
Alabama
$515K -$366K -3,178 -42%
SAM
1280
SignalPoint Asset Management
Missouri
$515K +$1.04K +9 +0.2%
RFA
1281
Resurgent Financial Advisors
Georgia
$514K -$326K -2,831 -39%
TGAM
1282
TBH Global Asset Management
Tennessee
$514K
AWM
1283
Accurate Wealth Management
Florida
$513K +$30.7K +262 +6%
MWA
1284
Midland Wealth Advisors
Illinois
$510K -$142K -1,233 -22%
HCM
1285
Hodges Capital Management
Texas
$510K -$8.65K -75 -2%
FBB
1286
Fulton Breakefield Broenniman
Maryland
$509K -$39.5K -343 -7%
CBB
1287
Citizens Business Bank
California
$509K -$174K -1,508 -25%
TWM
1288
Trueblood Wealth Management
Ohio
$508K -$4.27K -37 -0.8%
BFIM
1289
Beese Fulmer Investment Management
Ohio
$507K
ILI
1290
Invesco LLC (Illinois)
Illinois
$507K -$7.03K -61 -1%
CTI
1291
Community Trust & Investment
Kentucky
$506K +$506K +4,392 New
TIA
1292
Tiemann Investment Advisors
California
$504K -$17.3K -150 -3%
LSPW
1293
Lake Street Private Wealth
Illinois
$504K -$234K -2,032 -32%
GIM
1294
Guardian Investment Management
California
$501K -$5.77K -50 -1%
AIC
1295
Argus Investors Counsel
New York
$500K
CT
1296
Chicago Trust
Illinois
$500K +$90K +781 +22%
GAMC
1297
Garner Asset Management Corp
Texas
$500K +$6K +52 +1%
SGK
1298
Steigerwald Gordon & Koch
Virginia
$497K
CAM
1299
Campion Asset Management
Virginia
$497K -$21.9K -190 -4%
BFM
1300
Boston Financial Management
Massachusetts
$497K