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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 %
SL
1526
Sentinus LLC
Illinois
$318K +$20.2K +175 +7%
BWM
1527
Blossom Wealth Management
California
$318K
VCP
1528
Verus Capital Partners
Arizona
$317K -$15.2K -132 -5%
VCAM
1529
Van Cleef Asset Management
Ohio
$317K
VAS
1530
Vestmark Advisory Solutions
Massachusetts
$316K +$316K +2,741 New
PCMF
1531
Private Capital Management (Florida)
Florida
$316K -$178K -1,547 -36%
FH
1532
FWG Holdings
Florida
$315K -$41.6K -355 -12%
MSFP
1533
Mark Sheptoff Financial Planning
Connecticut
$315K -$5.77K -50 -2%
BWM
1534
Baron Wealth Management
Michigan
$315K +$10.6K +92 +3%
CPSC
1535
Carl P. Sherr & Co
Massachusetts
$314K
CBT
1536
Central Bank & Trust
Kentucky
$313K
OBWG
1537
Onyx Bridge Wealth Group
New York
$313K +$807 +7 +0.3%
EWM
1538
Elmwood Wealth Management
California
$313K -$12.3K -107 -4%
CCC
1539
Chelsea Counsel Company
California
$311K +$40.4K +350 +15%
PIP
1540
Peachtree Investment Partners
Florida
$310K +$6.46K +56 +2%
TC
1541
Truvestments Capital
Florida
$309K +$39.7K +344 +15%
EWM
1542
Executive Wealth Management
Michigan
$309K -$5.88K -51 -2%
MHR
1543
Matthew Hamilton Rosenberg
$308K +$16.4K +142 +6%
RDFA
1544
Ritter Daniher Financial Advisory
Ohio
$308K +$346 +3 +0.1%
WG
1545
Winton Group
United Kingdom
$308K +$308K +2,669 New
EWM
1546
Empirical Wealth Management
Washington
$307K +$45.9K +398 +18%
ST
1547
Smithfield Trust
Pennsylvania
$307K -$1.73K -15 -0.6%
WMA
1548
West Michigan Advisors
Michigan
$306K -$577 -5 -0.2%
SMH
1549
Sanders Morris Harris
Texas
$306K
KIA
1550
Kraematon Investment Advisors
Massachusetts
$305K +$2.31K +20 +0.8%