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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 %
MAWA
1801
Moss Adams Wealth Advisors
Washington
$226K +$31.2K +290 +16%
AA
1802
Auxano Advisors
Washington
$226K +$6.14K +57 +3%
WAM
1803
WealthTrust Asset Management
Florida
$225K +$969 +9 +0.4%
BF
1804
bLong Financial
Tennessee
$225K +$225K +2,084 New
NB
1805
Nicolet Bankshares
Wisconsin
$224K -$19.1K -177 -8%
GHA
1806
GW Henssler & Associates
Georgia
$223K
SA
1807
Shilanski & Associates
Alaska
$223K +$970 +9 +0.4%
SRC
1808
Stone Run Capital
New York
$223K
ODG
1809
O'Dell Group
Ohio
$223K +$6.68K +62 +3%
AFM
1810
Armstrong Fleming & Moore
District of Columbia
$222K +$18.6K +173 +9%
FFM
1811
Forum Financial Management
Illinois
$222K +$222K +2,060 New
PCA
1812
Peddock Capital Advisors
Massachusetts
$222K +$18.9K +175 +9%
MFC
1813
Mechanics Financial Corp
Ohio
$222K
AF
1814
Abound Financial
California
$221K +$221K +2,054 New
FFB
1815
First Financial Bankshares
Texas
$221K +$6.03K +56 +3%
CFP
1816
Curran Financial Partners
South Carolina
$221K +$221K +2,052 New
SWM
1817
Salvus Wealth Management
New Jersey
$221K +$3.23K +30 +1%
OL
1818
OneFund LLC
Florida
$220K +$1.83K +17 +0.8%
FA
1819
Fountainhead AM
New Jersey
$220K +$220K +2,046 New
CNTOF
1820
Canandaigua National Trust of Florida
New York
$220K -$8.62K -80 -4%
AW
1821
Alteri Wealth
California
$220K +$220K +2,043 New
HBW
1822
Hazlett, Burt & Watson
West Virginia
$220K +$217 +2 +0.1%
FGWP
1823
Founders Grove Wealth Partners
Virginia
$220K +$220K +2,041 New
TWA
1824
TCI Wealth Advisors
Arizona
$220K -$754 -7 -0.3%
WBC
1825
West Branch Capital
Massachusetts
$219K