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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 %
AT
1901
Arlington Trust
Alabama
$172K +$136K +1,263 +380%
DMBA
1902
Deseret Mutual Benefit Administrators
Utah
$167K -$3.12K -29 -2%
PMFA
1903
Plante Moran Financial Advisors
Michigan
$165K +$33.7K +313 +26%
SIS
1904
Sound Income Strategies
Florida
$164K -$7.76K -72 -5%
SHF
1905
Safe Harbor Fiduciary
Florida
$164K
SAM
1906
Shell Asset Management
Netherlands
$162K
MAM
1907
Morse Asset Management
Connecticut
$162K
MIA
1908
MeadowBrook Investment Advisors
Michigan
$161K
VNA
1909
Valley National Advisers
Pennsylvania
$159K +$4.29K +40 +3%
KC
1910
Knuff & Co
California
$158K +$11.4K +106 +8%
DCBT
1911
Dakota Community Bank & Trust
North Dakota
$156K -$10.5K -97 -6%
CFFP
1912
Center for Financial Planning
Michigan
$152K
VFM
1913
Vision Financial Markets
Connecticut
$150K +$150K +1,395 New
VC
1914
Vestor Capital
Illinois
$149K +$3.65K +34 +3%
ADL
1915
Asset Dedication LLC
California
$149K -$580K -5,387 -80%
IWM
1916
IMG Wealth Management
Florida
$147K +$147K +1,365 New
AP
1917
Atwood & Palmer
Missouri
$145K
PWA
1918
Physician Wealth Advisors
Utah
$145K +$145K +1,346 New
WI
1919
Wintrust Investments
Illinois
$144K +$75.4K +704 +110%
IWA
1920
Icon Wealth Advisors
Texas
$144K -$323 -3 -0.2%
KB
1921
Kimelman & Baird
New York
$144K
NECFA
1922
New England Capital Financial Advisors
Connecticut
$141K +$108 +1 +0.1%
NWWA
1923
New Wave Wealth Advisors
Arkansas
$135K +$135K +1,258 New
ME
1924
McIlrath & Eck
Washington
$135K +$98.5K +914 +268%
HCM
1925
Hollencrest Capital Management
California
$135K