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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 %
FCA
1751
Fortis Capital Advisors
Kansas
$246K +$9.8K +86 +4%
HWMG
1752
Hurlow Wealth Management Group
Indiana
$246K -$68K -631 -22%
GA
1753
Geller Advisors
New York
$246K
S
1754
Sunpointe
Missouri
$245K +$24.6K +228 +11%
AWS
1755
Arkfeld Wealth Strategies
Nebraska
$245K +$1.7K +16 +0.7%
1WM
1756
1900 Wealth Management
Texas
$245K -$7.11K -66 -3%
MAM
1757
Mainsail Asset Management
Alabama
$245K
GM
1758
GeoWealth Management
Illinois
$244K -$1.66M -15,444 -87%
LRPA
1759
L. Roy Papp & Associates
Arizona
$244K
FMTCOCP
1760
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244K
SMH
1761
Sanders Morris Harris
Texas
$244K -$43.3K -400 -15%
BST
1762
Bath Savings Trust
Maine
$244K -$14.2K -132 -6%
SXL
1763
Summit X LLC
Missouri
$243K -$8.29K -77 -3%
SCP
1764
Sivia Capital Partners
California
$243K +$8.84K +82 +4%
MPCG
1765
Matrix Private Capital Group
New York
$242K
OPPS
1766
Obsidian Personal Planning Solutions
Maryland
$241K
SWM
1767
Shepherd Wealth Management
Ohio
$240K +$240K +2,230 New
MKC
1768
M. Kraus & Co
Vermont
$240K
BRG
1769
Bay Rivers Group
Virginia
$240K
HNB
1770
Hilltop National Bank
Wyoming
$239K -$12.7K -118 -5%
CSB
1771
City State Bank
Iowa
$239K +$28.7K +266 +14%
DWM
1772
Darwin Wealth Management
Florida
$239K -$156K -1,444 -39%
AIA
1773
Alternative Investment Advisors
Florida
$238K +$2.48K +23 +1%
LA
1774
Legacy Advisors
Pennsylvania
$238K -$529K -4,909 -69%
SAM
1775
Secure Asset Management
Michigan
$236K +$236K +2,191 New