DUK icon

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 %
PIAS
1401
PCA Investment Advisory Services
Ohio
$403K +$577 +5 +0.1%
SWM
1402
Sculati Wealth Management
Michigan
$401K +$401K +3,480 New
CI
1403
CX Institutional
Indiana
$401K +$39.1K +339 +11%
PCA
1404
Pallas Capital Advisors
Massachusetts
$400K -$10.4K -87 -3%
MIC
1405
Means Investment Company
Maine
$399K -$922 -8 -0.2%
PIM
1406
Plato Investment Management
Australia
$399K +$45.7K +397 +13%
NHT
1407
New Hampshire Trust
New Hampshire
$399K +$57.7K +500 +17%
SFP
1408
Sandbox Financial Partners
Maryland
$398K +$577 +5 +0.1%
PHWM
1409
Pine Harbor Wealth Management
Maryland
$398K +$115 +1 +0%
WPW
1410
Waldron Private Wealth
Pennsylvania
$396K +$16K +139 +4%
LCM
1411
LVM Capital Management
Michigan
$396K
FBC
1412
Fairfield, Bush & Co
Connecticut
$396K -$87.4K -758 -18%
DLA
1413
Douglas Lane & Associates
New York
$396K -$10.7K -93 -3%
RPC
1414
Rossmore Private Capital
Connecticut
$396K +$97.7K +847 +33%
FCFC
1415
First Citizens Financial Corp
Iowa
$395K -$4.61K -40 -1%
SAM
1416
Sawgrass Asset Management
Florida
$395K +$395K +3,426 New
BTWM
1417
Brass Tax Wealth Management
Ohio
$394K +$78.2K +678 +25%
ECU
1418
Eisler Capital (UK)
United Kingdom
$393K -$1.73M -15,035 -82%
FRA
1419
Front Row Advisors
California
$393K -$4.96K -43 -1%
BMC
1420
Beaton Management Company
Massachusetts
$393K
MFWP
1421
Mosaic Family Wealth Partners
Missouri
$391K +$51K +442 +15%
CFG
1422
Clayton Financial Group
Missouri
$391K +$97.1K +842 +33%
BC
1423
Burney Company
Virginia
$391K -$5.42K -47 -1%
FBT
1424
First Bankers Trust
Kentucky
$388K
UF
1425
Univest Financial
Pennsylvania
$388K +$388K +3,364 New