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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 %
PSFG
1326
Prairie Sky Financial Group
Illinois
$495K
AC
1327
Avestar Capital
New York
$493K +$55.7K +517 +13%
SWM
1328
Sculati Wealth Management
Michigan
$493K +$118K +1,095 +31%
NPFS
1329
Novak & Powell Financial Services
Florida
$493K +$323 +3 +0.1%
BFC
1330
Blue Fin Capital
Rhode Island
$493K +$29.3K +272 +6%
ILI
1331
Invesco LLC (Illinois)
Illinois
$492K +$18.2K +169 +4%
MCM
1332
McDonough Capital Management
Florida
$492K +$47.7K +443 +11%
1C
1333
111 Capital
France
$491K +$491K +4,561 New
W
1334
Wealthquest
Ohio
$491K +$8.51K +79 +2%
DAM
1335
Doheny Asset Management
California
$491K -$269K -2,492 -35%
DBRC
1336
D.B. Root & Company
Pennsylvania
$491K -$11.5K -107 -2%
MWA
1337
Midland Wealth Advisors
Illinois
$490K +$13.4K +124 +3%
BFIM
1338
Beese Fulmer Investment Management
Ohio
$488K +$14.5K +135 +3%
SL
1339
Salomon & Ludwin
Virginia
$488K -$754 -7 -0.2%
AA
1340
Armis Advisers
Georgia
$488K +$488K +4,526 New
ATC
1341
Adirondack Trust Company
New York
$487K -$3.23K -30 -0.7%
CFSG
1342
Community Financial Services Group
Vermont
$487K -$117K -1,088 -19%
ORC
1343
O'Rourke & Company
Massachusetts
$486K -$8.94K -83 -2%
Members Trust
1344
Members Trust
Florida
$485K +$862 +8 +0.2%
HFAS
1345
Hummer Financial Advisory Services
Illinois
$482K
WA
1346
WBH Advisory
Maryland
$482K -$71.2K -661 -13%
CAM
1347
Costello Asset Management
Pennsylvania
$480K -$237K -2,200 -33%
TGAM
1348
TBH Global Asset Management
Tennessee
$480K
SAM
1349
SignalPoint Asset Management
Missouri
$478K -$862 -8 -0.2%
HCM
1350
Hodges Capital Management
Texas
$477K