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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 %
AC
1451
Apella Capital
Connecticut
$373K +$5.25K +45 +1%
PMAM
1452
Picton Mahoney Asset Management
Ontario, Canada
$373K +$246K +2,135 +194%
CC
1453
Cadinha & Co
Hawaii
$373K +$34.6K +300 +10%
SIG
1454
Sargent Investment Group
Maryland
$372K -$577 -5 -0.2%
CCA
1455
Childress Capital Advisors
Texas
$371K -$48.7K -422 -12%
PG
1456
Prostatis Group
Maryland
$370K -$18.8K -163 -5%
BHPW
1457
Beverly Hills Private Wealth
California
$370K -$101K -875 -21%
DAS
1458
Diversify Advisory Services
Utah
$369K +$38.7K +323 +12%
SEIA
1459
Signature Estate & Investment Advisors
California
$368K +$23.5K +204 +7%
SCA
1460
Stokes Capital Advisors
South Carolina
$367K +$49K +425 +15%
FA
1461
Fagan Associates
New York
$366K +$3.11K +27 +0.9%
CIG
1462
Cascade Investment Group
Colorado
$366K -$4.04K -35 -1%
CFS
1463
CRA Financial Services
New Jersey
$364K
CFS
1464
Commonwealth Financial Services
West Virginia
$364K -$3.84K -33 -1%
SAM
1465
Summit Asset Management
Tennessee
$364K
WIM
1466
WealthPlan Investment Management
Nebraska
$363K
XWM
1467
Xcel Wealth Management
Florida
$362K +$2.54K +22 +0.7%
C
1468
CEDRUS
Colorado
$360K -$143K -1,240 -28%
MWP
1469
Meridian Wealth Partners
Pennsylvania
$359K +$1.15K +10 +0.3%
AGWCA
1470
Annis Gardner Whiting Capital Advisors
Florida
$359K +$99.2K +860 +38%
LFG
1471
Larson Financial Group
Missouri
$359K +$88.3K +766 +33%
KP
1472
Keel Point
Alabama
$358K -$35.9K -311 -9%
WC
1473
Westhampton Capital
North Carolina
$357K
PWLP
1474
Prio Wealth Limited Partnership
Massachusetts
$357K -$31.7K -275 -8%
LC
1475
Lindbrook Capital
California
$356K +$5.88K +51 +2%