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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 %
BAM
1901
Bellevue Asset Management
Washington
$66.4K +$115 +1 +0.2%
BGAI
1902
Bruce G. Allen Investments
Colorado
$65.8K
FGA
1903
Fortis Group Advisors
New Jersey
$65.7K
GA
1904
GoalVest Advisory
New York
$65.3K
M
1905
MOTCO
Texas
$64.6K +$16.1K +140 +33%
VIA
1906
Virtus Investment Advisers
Connecticut
$61.7K
DAM
1907
Delta Asset Management
Tennessee
$59.7K
SCA
1908
Stuart Chaussee & Associates
California
$59.3K
PFA
1909
Pathway Financial Advisers
Indiana
$58.8K +$58.3K +6,719,398 +11,471%
BIC
1910
Beach Investment Counsel
Pennsylvania
$58K
LFA
1911
Livelsberger Financial Advisory
Ohio
$57.9K +$57.9K +502 New
TCPG
1912
Trivant Custom Portfolio Group
California
$57.7K -$5.77K -50 -9%
LAM
1913
Lummis Asset Management
Texas
$57.7K
HSA
1914
Hussman Strategic Advisors
Maryland
$57.7K
OLVIG
1915
Oliver Lagore Vanvalin Investment Group
Michigan
$57.3K -$9.46K -82 -14%
T
1916
Tidemark
California
$55K +$692 +6 +1%
GTAM
1917
Global Trust Asset Management
Florida
$54.8K -$6.92K -60 -11%
CH
1918
Canton Hathaway
Rhode Island
$54K
PPWM
1919
PFG Private Wealth Management
Florida
$53.7K
POIA
1920
Pin Oak Investment Advisors
Texas
$52K
FWM
1921
FSA Wealth Management
Massachusetts
$50.4K +$50.4K +437 New
S
1922
Sachetta
Massachusetts
$49.9K +$12.5K +108 +33%
GJWM
1923
Gilliland Jeter Wealth Management
Arkansas
$49.9K
RA
1924
Rise Advisors
New York
$49.7K +$461 +4 +0.9%
1IA
1925
1620 Investment Advisors
Massachusetts
$49.4K -$4.39K -38 -8%