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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 %
KB
1826
Kimelman & Baird
New York
$154K
HCMG
1827
Howard Capital Management Group
California
$153K
NECFA
1828
New England Capital Financial Advisors
Connecticut
$151K
HCM
1829
Hollencrest Capital Management
California
$144K
CWM
1830
Cranbrook Wealth Management
Michigan
$142K
CB
1831
Community Bank
New York
$141K -$2.65K -23 -2%
PMFA
1832
Plante Moran Financial Advisors
Michigan
$141K +$12.5K +108 +10%
RWM
1833
Ruedi Wealth Management
Illinois
$139K -$922 -8 -0.7%
SAM
1834
S.A. Mason
Michigan
$139K
KFI
1835
Key Financial Inc
Pennsylvania
$135K +$807 +7 +0.6%
RWA
1836
Redmont Wealth Advisors
Illinois
$135K
DZ Bank
1837
DZ Bank
Germany
$130K
WOSD
1838
WFA of San Diego
California
$127K
NMG
1839
New Millennium Group
Utah
$126K
AWM
1840
AllSquare Wealth Management
New York
$125K
OPTFSNA
1841
Old Point Trust & Financial Services N A
Virginia
$125K
BSB
1842
Bangor Savings Bank
Maine
$124K -$1.15K -10 -0.9%
JFG
1843
Jefferies Financial Group
New York
$123K +$123K +1,070 New
WB
1844
Webster Bank
Connecticut
$122K
NRG
1845
Nemes Rush Group
Michigan
$120K +$7.54K +78 +7%
AA
1846
Addison Advisors
Vermont
$119K
ATC
1847
Advantage Trust Company
Kansas
$119K
PSB
1848
Piscataqua Savings Bank
New Hampshire
$119K
CA
1849
Centerpoint Advisors
Massachusetts
$118K -$8.16K -71 -6%
BAM
1850
Byrne Asset Management
New Jersey
$117K