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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 %
LIA
1751
LifePlan Investment Advisors
North Carolina
$217K +$217K +1,881 New
LA
1752
LexAurum Advisors
Kansas
$216K +$216K +1,873 New
PVI
1753
Pine Valley Investments
New Jersey
$216K -$57.3K -497 -21%
YLHM
1754
Yelin Lapidot Holdings Management
Israel
$216K +$216K +1,871 New
BMC
1755
Benin Management Corp
Connecticut
$215K +$215K +1,868 New
NFGCM
1756
Norman Fields Gottscho Capital Management
New York
$215K +$215K +1,868 New
LFA
1757
Longview Financial Advisors
Alabama
$215K +$215K +1,861 New
AHC
1758
Adell Harriman & Carpenter
Texas
$214K -$57.7K -500 -21%
SHFP
1759
Second Half Financial Partners
Florida
$214K +$214K +1,854 New
PS
1760
Planned Solutions
California
$214K +$214K +1,852 New
WKSWA
1761
White Knight Strategic Wealth Advisors
New Jersey
$213K -$215K -1,865 -50%
LCM
1762
Liberty Capital Management
Michigan
$213K -$21.9K -190 -9%
HGERS
1763
Householder Group Estate & Retirement Specialist
Arizona
$213K -$37.9K -329 -15%
CCM
1764
Crew Capital Management
Ohio
$213K +$213K +1,845 New
SC
1765
Scotia Capital
Ontario, Canada
$213K +$213K +1,844 New
SWM
1766
Sugarloaf Wealth Management
Georgia
$213K -$3.92K -34 -2%
SC
1767
Stephens Consulting
Michigan
$212K -$3.23K -28 -1%
PIA
1768
Perennial Investment Advisors
California
$212K +$212K +1,838 New
CPP
1769
Capasso Planning Partners
South Carolina
$212K -$28.5K -247 -12%
TP
1770
Tranquility Partners
Tennessee
$211K +$211K +1,833 New
AA
1771
Aufman Associates
Pennsylvania
$211K +$211K +1,828 New
PMSA
1772
Patrick M. Sweeney & Associates
Illinois
$211K +$211K +1,827 New
CST
1773
Charles Schwab Trust
Nevada
$210K -$27.2K -236 -11%
KIM
1774
Kestra Investment Management
Texas
$210K +$210K +1,819 New
1WA
1775
180 Wealth Advisors
Washington
$209K +$209K +1,816 New