DUK icon

Duke Energy

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M
Name Holding Trade Value Shares
Change
Shares
Change %
WA1
1576
Wimmer Associates 1
California
$329K
I
1577
INVST
Indiana
$329K +$50.7K +471 +18%
SN
1578
Sittner & Nelson
Oregon
$329K +$53.9K +500 +20%
EB
1579
Exchange Bank
California
$328K
BSSFA
1580
Baron Silver Stevens Financial Advisors
Florida
$328K
JWM
1581
Jackson Wealth Management
Florida
$328K
SWM
1582
SpringVest Wealth Management
Texas
$325K +$325K +3,019 New
Financial Engines Advisors
1583
Financial Engines Advisors
California
$325K +$325K +3,012 New
HDA
1584
Harold Davidson & Associates
California
$324K +$324K +3,011 New
CIG
1585
Cascade Investment Group
Colorado
$324K -$17.2K -160 -5%
CST
1586
Charles Schwab Trust
Nevada
$324K +$127K +1,183 +65%
MFS
1587
Miller Financial Services
Michigan
$324K +$324K +3,003 New
WPI
1588
Walter Public Investments
Canada
$323K -$108K -1,000 -25%
BCG
1589
Breakwater Capital Group
New Jersey
$321K +$5.39K +50 +2%
LAM
1590
L2 Asset Management
Massachusetts
$321K -$8.51K -79 -3%
UCI
1591
Uncommon Cents Investing
Wisconsin
$321K -$3.56K -33 -1%
OWM
1592
OneAscent Wealth Management
Alabama
$320K -$86.6K -803 -21%
HGA
1593
Hobbs Group Advisors
South Carolina
$320K -$36.8K -342 -10%
BAM
1594
Berkshire Asset Management
Pennsylvania
$319K +$56.9K +518 +22%
RWP
1595
Revolve Wealth Partners
New Jersey
$318K -$35K -325 -10%
IAMOG
1596
Investors Asset Management of Georgia
Georgia
$317K
SIM
1597
Sentry Investment Management
Wisconsin
$317K +$317K +2,946 New
BTW
1598
Boston Trust Walden
Massachusetts
$314K
VCP
1599
Verus Capital Partners
Arizona
$314K +$17.5K +162 +6%
WKWM
1600
Walter & Keenan Wealth Management
Indiana
$314K +$4.1K +38 +1%