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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 %
MAM
1326
Marotta Asset Management
Virginia
$464K -$3.58K -31 -0.8%
FHA
1327
Flagship Harbor Advisors
Massachusetts
$464K +$464K +4,027 New
TF
1328
Tudor Financial
Ohio
$464K +$464K +4,024 New
HIS
1329
Horizon Investment Services
Indiana
$463K -$88.5K -767 -16%
BCMLT
1330
Beacon Capital Management LLC (Tennessee)
Tennessee
$462K +$31.1K +270 +7%
OCM
1331
One Capital Management
California
$462K -$28K -243 -6%
WPI
1332
Walter Public Investments
Canada
$461K
CFM
1333
Catalyst Funds Management
Australia
$461K +$438K +3,800 +1,900%
BFC
1334
Bedel Financial Consulting
Indiana
$461K -$5.77K -50 -1%
RIG
1335
RiverFront Investment Group
Virginia
$460K +$460K +3,991 New
BIP
1336
Blueprint Investment Partners
North Carolina
$460K -$26.4K -229 -5%
AC
1337
ASB Consultores
Florida
$458K -$18K -156 -4%
AWAU
1338
Alliance Wealth Advisors (Utah)
Utah
$457K +$12.8K +111 +3%
CFA
1339
CWS Financial Advisors
Michigan
$456K -$2.42K -21 -0.5%
MAG
1340
Mayfair Advisory Group
Alabama
$456K -$5.13K -45 -1%
OCG
1341
Opus Capital Group
Ohio
$456K
JIC
1342
Joel Isaacson & Co
New York
$453K -$21.8K -189 -5%
WP
1343
Westmount Partners
California
$453K -$18.2K -158 -4%
LWA
1344
Lantern Wealth Advisors
New York
$452K -$80.9K -702 -15%
IPW
1345
IronBridge Private Wealth
Texas
$450K +$29.2K +253 +7%
BFAG
1346
Blackston Financial Advisory Group
Florida
$449K -$30.3K -263 -6%
SS
1347
Sunbelt Securities
Texas
$449K
AIP
1348
Almanack Investment Partners
Pennsylvania
$448K +$3.92K +34 +0.9%
HS
1349
Horan Securities
United States
$448K -$4.5K -39 -1%
EWA
1350
ERTS Wealth Advisors
Michigan
$447K -$60.8K -527 -12%