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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 %
TW
1351
Transform Wealth
Colorado
$446K +$346 +3 +0.1%
SIMG
1352
Sonora Investment Management Group
Arizona
$445K +$19.8K +172 +5%
SEP
1353
Southland Equity Partners
Missouri
$445K +$36.8K +319 +9%
PA
1354
PFG Advisors
Arizona
$442K +$9.11K +79 +2%
RMDI
1355
R.M. Davis Inc
Maine
$440K -$19K -165 -4%
RWM
1356
Revisor Wealth Management
Ohio
$437K -$70.9K -615 -14%
BAAM
1357
Baker Avenue Asset Management
California
$437K +$4.15K +36 +1%
AWM
1358
Accel Wealth Management
Iowa
$436K -$8.76K -76 -2%
OWM
1359
OneAscent Wealth Management
Alabama
$435K +$63.3K +549 +17%
SSA
1360
Sierra Summit Advisors
Nevada
$434K +$73.1K +634 +20%
WA
1361
Waddell & Associates
Tennessee
$434K +$922 +8 +0.2%
PWMG
1362
Pinnacle Wealth Management Group
Michigan
$432K
AC
1363
AlphaCore Capital
California
$432K -$12.2K -106 -3%
MIC
1364
Meridian Investment Counsel
California
$432K
CG
1365
CFO4Life Group
Texas
$432K -$7.84K -68 -2%
AWM
1366
Absher Wealth Management
North Carolina
$428K +$133K +1,152 +45%
WPA
1367
West Paces Advisors
Georgia
$426K +$190K +1,650 +81%
PIMG
1368
Patriot Investment Management Group
Tennessee
$424K -$10.3K -89 -2%
WEG
1369
World Equity Group
Illinois
$424K -$58.1K -504 -12%
SIA
1370
Soltis Investment Advisors
Utah
$423K -$3K -26 -0.7%
DWM
1371
Darwin Wealth Management
Florida
$422K +$231 +2 +0.1%
FAM
1372
Flaharty Asset Management
Florida
$422K -$127K -1,100 -23%
BWM
1373
Brophy Wealth Management
New Hampshire
$421K +$421K +3,655 New
FWTB
1374
First Western Trust Bank
Colorado
$421K
BWM
1375
Birchcreek Wealth Management
Ohio
$419K -$60.9K -528 -13%