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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 %
VCM
1826
Virtue Capital Management
Tennessee
$219K -$18.3K -170 -8%
CWIG
1827
Chung Wu Investment Group
Texas
$217K +$217K +2,018 New
LWM
1828
Liberty Wealth Management
California
$217K +$14.9K +138 +7%
CWM
1829
CarsonAllaria Wealth Management
Illinois
$217K -$26K -241 -11%
PCM
1830
Penserra Capital Management
California
$216K +$209K +1,957 +3,106%
BBNA
1831
Bremer Bank National Association
Minnesota
$216K -$3.56K -33 -2%
WCA
1832
Westover Capital Advisors
Delaware
$215K -$10.8K -100 -5%
GCM
1833
Graver Capital Management
Ohio
$215K +$215K +2,000 New
LCWP
1834
Legacy Capital Wealth Partners
Arkansas
$215K -$6.57K -61 -3%
LKIM
1835
Lawson Kroeker Investment Management
Nebraska
$215K
SWP
1836
Semus Wealth Partners
Florida
$214K +$8.73K +81 +4%
VHAM
1837
Van Hulzen Asset Management
California
$214K +$108 +1 +0.1%
UWP
1838
Uniting Wealth Partners
Kansas
$213K +$213K +1,980 New
Acadian Asset Management
1839
Acadian Asset Management
Massachusetts
$213K +$23.7K +221 +13%
ZF
1840
Zhang Financial
Michigan
$213K +$213K +1,973 New
SHFP
1841
Second Half Financial Partners
Florida
$212K +$12.7K +118 +6%
KCAM
1842
Kagan Cocozza Asset Management
New Jersey
$212K +$212K +1,968 New
SWA
1843
SFMG Wealth Advisors
Texas
$212K -$2.69K -25 -1%
AWM
1844
Angeles Wealth Management
California
$212K +$212K +1,964 New
COCM
1845
Charter Oak Capital Management
New Hampshire
$211K +$431 +4 +0.2%
PWM
1846
Provident Wealth Management
Tennessee
$211K
CCA
1847
Catalyst Capital Advisors
New York
$211K +$175K +1,623 +486%
MF
1848
Meridian Financial
Massachusetts
$211K -$26.9K -250 -11%
BDF
1849
Black Diamond Financial
Maryland
$210K +$7.11K +66 +4%
PIM
1850
Plato Investment Management
Australia
$209K -$165K -1,530 -44%