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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 %
CFP
1276
Catalyst Financial Partners
Massachusetts
$539K -$38.5K -357 -7%
CIA
1277
Choate Investment Advisors
Massachusetts
$537K +$537K +4,988 New
NA
1278
Novus Advisors
South Carolina
$537K +$537K +4,983 New
DWM
1279
Diversify Wealth Management
Utah
$536K +$11.2K +106 +2%
DWM
1280
Destination Wealth Management
California
$536K +$8.73K +81 +2%
SSA
1281
Sierra Summit Advisors
Nevada
$535K +$130K +1,204 +32%
HI
1282
Hudock Inc
Pennsylvania
$532K -$26.4K -245 -5%
WCM
1283
Washington Capital Management
Washington
$531K -$37.2K -345 -7%
OAM
1284
Oxford Asset Management
United Kingdom
$528K -$404K -3,747 -43%
OWA
1285
Octavia Wealth Advisors
Ohio
$528K +$1.51K +14 +0.3%
PWM
1286
PBMares Wealth Management
Virginia
$526K
CCA
1287
Clearwater Capital Advisors
Illinois
$526K -$12.2K -113 -2%
AIM
1288
Aspen Investment Management
Michigan
$525K -$19.3K -179 -4%
XF
1289
XML Financial
Maryland
$525K -$10.1K -94 -2%
HWA
1290
HHM Wealth Advisors
Tennessee
$525K +$8.19K +76 +2%
CBT
1291
Crews Bank & Trust
Florida
$524K +$524K +4,868 New
MA
1292
MBA Advisors
Pennsylvania
$524K -$15.6K -145 -3%
FSA
1293
Financial Security Advisor
Virginia
$524K +$646 +6 +0.1%
LFG
1294
Larson Financial Group
Missouri
$523K +$188K +1,746 +56%
BFS
1295
Bard Financial Services
Connecticut
$523K
EFA
1296
Edge Financial Advisors
Illinois
$523K +$4.96K +46 +1%
ABC
1297
Associated Banc-Corp
Wisconsin
$522K -$2.48K -23 -0.5%
TA
1298
TFG Advisers
Michigan
$522K +$14.7K +136 +3%
CWM
1299
Cordatus Wealth Management
Pennsylvania
$522K +$38.6K +359 +8%
RGC
1300
Roberts, Glore & Co
Illinois
$522K