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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 %
OP
1926
ORG Partners
Indiana
$133K +$36.1K +334 +37%
CWM
1927
Cranbrook Wealth Management
Michigan
$133K
SAM
1928
S.A. Mason
Michigan
$131K +$1.29K +12 +1%
RWM
1929
Ruedi Wealth Management
Illinois
$130K
AF
1930
Atala Financial
California
$130K +$130K +1,202 New
KFI
1931
Key Financial Inc
Pennsylvania
$128K +$2.05K +19 +2%
PGAM
1932
Princeton Global Asset Management
New Jersey
$128K -$23.2K -215 -15%
NRG
1933
Nemes Rush Group
Michigan
$128K -$5.39K -50 -4%
HCMG
1934
Howard Capital Management Group
California
$124K -$19.5K -181 -14%
DZ Bank
1935
DZ Bank
Germany
$122K
BSB
1936
Bangor Savings Bank
Maine
$121K +$5.71K +53 +5%
CT
1937
Coastline Trust
Rhode Island
$119K -$97.5K -905 -45%
AA
1938
Addison Advisors
Vermont
$118K +$7K +65 +6%
VCM
1939
Versant Capital Management
Arizona
$118K +$39.6K +368 +50%
NMG
1940
New Millennium Group
Utah
$118K +$970 +9 +0.8%
AWM
1941
AllSquare Wealth Management
New York
$117K
OPTFSNA
1942
Old Point Trust & Financial Services N A
Virginia
$117K
MTIC
1943
Missouri Trust & Investment Company
Missouri
$115K +$10.8K +100 +10%
ATC
1944
Advantage Trust Company
Kansas
$115K +$3.77K +35 +3%
WB
1945
Webster Bank
Connecticut
$114K
CCM
1946
Cutler Capital Management
Massachusetts
$113K +$113K +1,050 New
RMP
1947
Richards, Merrill & Peterson
Washington
$112K +$112K +1,038 New
PPA
1948
Painted Porch Advisors
California
$111K +$7.87K +73 +8%
PSB
1949
Piscataqua Savings Bank
New Hampshire
$111K
BAM
1950
Byrne Asset Management
New Jersey
$110K