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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 %
SWA
1976
SOA Wealth Advisors
New York
$23.5K +$115 +1 +0.5%
PCC
1977
Park Circle Company
Maryland
$23.1K
FFL
1978
Financial Freedom LLC
Ohio
$22.1K
DIP
1979
DT Investment Partners
Pennsylvania
$21.9K
AS
1980
Altshuler Shaham
Israel
$21.1K -$1.85K -16 -8%
FCG
1981
Financial Connections Group
California
$21K
SA
1982
SRH Advisors
Kansas
$20.2K
RTC
1983
Riverview Trust Company
Washington
$20.2K +$1.27K +11 +7%
BFP
1984
Briaud Financial Planning
Texas
$20K
CWM
1985
Cedar Wealth Management
California
$19.5K
FP
1986
Financial Perspectives
Minnesota
$19.4K
ACA
1987
American Capital Advisory
Idaho
$19.1K
SRCM
1988
Signature Resources Capital Management
California
$19.1K
DFA
1989
DHJJ Financial Advisors
Illinois
$19K
MWM
1990
Mascoma Wealth Management
New Hampshire
$18.7K +$10K +87 +116%
AW
1991
Avion Wealth
Texas
$18K -$112 -1 -0.6%
DF
1992
Dunhill Financial
United Kingdom
$17.9K +$9.36K +81 +109%
MCM
1993
MidAtlantic Capital Management
Virginia
$17.9K
MRC
1994
Millburn Ridgefield Corp
New York
$17.3K -$1.96K -17 -10%
RWPA
1995
Richard W. Paul & Associates
Michigan
$17.2K -$10.8K -94 -39%
RAM
1996
Ramirez Asset Management
New York
$16.6K
TCG
1997
Transcendent Capital Group
Oklahoma
$16.3K
FFA
1998
Frazier Financial Advisors
Ohio
$15.8K -$9.46K -82 -37%
SC
1999
Swan Capital
Florida
$15.5K
ETS
2000
ESL Trust Services
New York
$15.1K