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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 %
PCWA
1951
Pacific Capital Wealth Advisors
California
$36.6K -$10.5K -91 -22%
GWSA
1952
Global Wealth Strategies & Associates
Colorado
$36.6K
OC
1953
Oarsman Capital
Wisconsin
$35.9K +$35.9K +311 New
BIA
1954
Bell Investment Advisors
California
$34.7K +$577 +5 +2%
VFM
1955
Viking Fund Management
North Dakota
$34.6K
GFPC
1956
Global Financial Private Client
Florida
$33.7K +$33.7K +292 New
CWM
1957
Compass Wealth Management
Connecticut
$33.4K
CFG
1958
CKW Financial Group
Hawaii
$33K
OW
1959
Olistico Wealth
Oklahoma
$32.3K -$2.31K -20 -7%
JFA
1960
JNBA Financial Advisors
Minnesota
$31.8K
PWMG
1961
Private Wealth Management Group
New Jersey
$31.2K
NIC
1962
Northwest Investment Counselors
Oregon
$30.3K +$30.3K +263 New
TFA
1963
Toth Financial Advisory
Virginia
$30.3K +$115 +1 +0.4%
CAC
1964
Core Alternative Capital
Georgia
$28.8K
LIS
1965
Legacy Investment Solutions
Idaho
$28.6K +$28.6K +257 New
LWMI
1966
Legacy Wealth Management (Idaho)
Idaho
$28.6K +$28.6K +257 New
OA
1967
Operose Advisors
Wisconsin
$28.6K
LWCFA
1968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.6K
BHWM
1969
Beaird Harris Wealth Management
Texas
$27.6K -$188K -1,634 -87%
PWMG
1970
Prestige Wealth Management Group
New Jersey
$27.1K
FPF
1971
First Pacific Financial
Washington
$27K
SJIM
1972
St. Johns Investment Management
Florida
$26.1K
PCM
1973
Perritt Capital Management
Illinois
$23.9K +$231 +2 +1%
NBT
1974
Northwest Bank & Trust
Iowa
$23.9K -$22.9K -199 -49%
FCMT
1975
Founders Capital Management (Texas)
Texas
$23.5K +$230 +2 +1%