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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 %
ASC
1501
Atalanta Sosnoff Capital
New York
$339K
BCG
1502
Breakwater Capital Group
New Jersey
$338K +$7.96K +69 +2%
OFS
1503
OMC Financial Services
New York
$337K
SC
1504
Searle & Co
Connecticut
$336K -$127K -1,101 -27%
BTW
1505
Boston Trust Walden
Massachusetts
$336K -$7.61K -66 -2%
HWMG
1506
Hurlow Wealth Management Group
Indiana
$336K +$2.65K +23 +0.8%
AMM
1507
American Money Management
California
$336K
MPM
1508
MBB Public Markets
Illinois
$332K -$6.11M -53,015 -95%
CC
1509
Callan Capital
California
$332K +$55.3K +480 +20%
WKWM
1510
Walter & Keenan Wealth Management
Indiana
$332K +$346 +3 +0.1%
SIG
1511
Spinnaker Investment Group
California
$331K -$1.15K -10 -0.3%
TAM
1512
Titleist Asset Management
Texas
$330K -$15.4K -134 -4%
BCMO
1513
Buckingham Capital Management (Ohio)
Ohio
$330K -$1.5K -13 -0.5%
RSWM
1514
Robertson Stephens Wealth Management
California
$329K -$24.2K -210 -7%
UAS
1515
United Asset Strategies
New York
$327K +$70.4K +611 +27%
QWP
1516
Quotient Wealth Partners
Texas
$326K +$2.08K +18 +0.6%
EAM
1517
Everstar Asset Management
North Carolina
$326K +$326K +2,830 New
BFA
1518
Buttonwood Financial Advisors
Maryland
$325K -$25.6K -222 -7%
KI
1519
Kapitalo Investimentos
Brazil
$324K +$324K +2,812 New
RMAM
1520
Raab & Moskowitz Asset Management
New Jersey
$322K +$35.4K +307 +12%
BW
1521
BIP Wealth
Georgia
$321K +$4.27K +37 +1%
BIA
1522
Beacon Investment Advisors
Maryland
$321K +$1.5K +13 +0.5%
CNBTD
1523
Citizens National Bank Trust Department
Mississippi
$321K
WI
1524
WrapManager Inc
California
$319K -$219K -1,897 -41%
LAS
1525
Lloyd Advisory Services
Georgia
$319K -$106K -918 -25%