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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 %
LIA
1876
Luken Investment Analytics
Tennessee
$83.1K
GSEP
1877
Golden State Equity Partners
California
$83K -$342K -2,964 -80%
AEPWM
1878
Atlantic Edge Private Wealth Management
Florida
$82.7K
LFA
1879
LGT Financial Advisors
Texas
$81.6K -$72.8K -632 -47%
TFIPS
1880
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.1K
BWAM
1881
Boyd Watterson Asset Management
Ohio
$77.8K -$2.54K -22 -3%
WIM
1882
Westside Investment Management
California
$77.4K
EDRH
1883
Edmond de Rothschild Holding
Switzerland
$76.9K
Capstone Investment Advisors
1884
Capstone Investment Advisors
New York
$76K -$1.06M -9,199 -93%
NPP
1885
New Potomac Partners
Maryland
$74.9K +$74.9K +650 New
WSCM
1886
Wellington Shields Capital Management
New York
$74.8K
PCTC
1887
Perkins Coie Trust Company
Washington
$74.8K
FC
1888
Fairscale Capital
New Hampshire
$73.8K
JGIA
1889
Jackson Grant Investment Advisers
Connecticut
$73.3K
WI
1890
Wintrust Investments
Illinois
$73K -$624K -5,476 -90%
MIM
1891
Macroview Investment Management
Maryland
$72.9K +$115 +1 +0.2%
CP
1892
Canopy Partners
Ohio
$71.7K +$1.38K +12 +2%
IRAG
1893
Investment Research & Advisory Group
Georgia
$71.5K +$692 +6 +1%
PP
1894
PFS Partners
New Jersey
$71.2K +$576 +5 +0.8%
LI
1895
LRI Investments
Florida
$70.3K
FNWA
1896
Financial Network Wealth Advisors
Utah
$69.9K -$94.7K -821 -58%
GIA
1897
GHP Investment Advisors
Colorado
$69.7K +$2.31K +20 +3%
RDIA
1898
RE Dickinson Investment Advisors
Iowa
$67.7K
DCM
1899
Davis Capital Management
Florida
$67.5K
NFA
1900
Northwest Financial Advisors
Virginia
$66.6K +$66.6K +577 New