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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 %
RB
1801
Renasant Bank
Mississippi
$200K -$70.7K -613 -26%
HIA
1802
Harbor Investment Advisory
Maryland
$200K -$807 -7 -0.4%
EWP
1803
Elevation Wealth Partners
California
$197K
FFO
1804
Fortitude Family Office
Arizona
$192K +$159K +1,379 +476%
A
1805
Allianz
Germany
$192K
GJIA
1806
Glass Jacobson Investment Advisors
Maryland
$192K
BC
1807
Barrett & Company
Rhode Island
$190K +$115 +1 +0.1%
WWP
1808
WR Wealth Planners
Missouri
$190K +$10.7K +93 +6%
FUBT
1809
First United Bank & Trust
Maryland
$190K -$2.31K -20 -1%
SIS
1810
Sound Income Strategies
Florida
$184K -$12.8K -111 -7%
DMBA
1811
Deseret Mutual Benefit Administrators
Utah
$182K
DCBT
1812
Dakota Community Bank & Trust
North Dakota
$178K -$1.38K -12 -0.8%
SHF
1813
Safe Harbor Fiduciary
Florida
$175K +$175K +1,518 New
SAM
1814
Shell Asset Management
Netherlands
$173K +$173K +1,499 New
MAM
1815
Morse Asset Management
Connecticut
$173K +$173K +1,500 New
MIA
1816
MeadowBrook Investment Advisors
Michigan
$172K -$47.7K -414 -22%
AA
1817
AlphaMark Advisors
Kentucky
$167K -$43.7K -379 -21%
VNA
1818
Valley National Advisers
Pennsylvania
$166K -$42.2K -367 -20%
CFFP
1819
Center for Financial Planning
Michigan
$162K
PGAM
1820
Princeton Global Asset Management
New Jersey
$162K +$49.8K +432 +44%
TH
1821
TCTC Holdings
Texas
$158K
KC
1822
Knuff & Co
California
$157K
VC
1823
Vestor Capital
Illinois
$156K
AP
1824
Atwood & Palmer
Missouri
$155K
IWA
1825
Icon Wealth Advisors
Texas
$154K -$9.46K -82 -6%