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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 %
AEPWM
1976
Atlantic Edge Private Wealth Management
Florida
$77.3K
LFA
1977
LGT Financial Advisors
Texas
$76.9K +$646 +6 +0.8%
CBT
1978
CoreFirst Bank & Trust
Kansas
$73.5K -$20.5K -190 -22%
BWAM
1979
Boyd Watterson Asset Management
Ohio
$72.7K
EDRH
1980
Edmond de Rothschild Holding
Switzerland
$71.9K
CP
1981
Canopy Partners
Ohio
$71.1K +$4.09K +38 +6%
AWM
1982
Abound Wealth Management
Tennessee
$70.5K -$7.55K -70 -10%
WSCM
1983
Wellington Shields Capital Management
New York
$69.9K
PCTC
1984
Perkins Coie Trust Company
Washington
$69.9K
FC
1985
Fairscale Capital
New Hampshire
$69K
SFG
1986
Stonebridge Financial Group
Pennsylvania
$69K +$69K +640 New
JGIA
1987
Jackson Grant Investment Advisers
Connecticut
$68.5K
LI
1988
LRI Investments
Florida
$68.4K
GWP
1989
Gen-Wealth Partners
Michigan
$67.6K -$24K -223 -26%
IRAG
1990
Investment Research & Advisory Group
Georgia
$67.4K +$646 +6 +1%
CAWM
1991
Capital A Wealth Management
Pennsylvania
$67.3K +$67.3K +625 New
PP
1992
PFS Partners
New Jersey
$67.1K +$539 +5 +0.8%
PSFG
1993
Park Square Financial Group
Georgia
$66.3K +$66.3K +616 New
FDCP
1994
Foster Dykema Cabot & Partners
Massachusetts
$64.4K -$14K -130 -18%
MFG
1995
Menard Financial Group
Texas
$63.2K +$63.2K +587 New
CIAM
1996
Caitong International Asset Management
Hong Kong
$63.1K +$63.1K +586 New
AW
1997
Avion Wealth
Texas
$63K +$45.7K +425 +264%
BAM
1998
Bellevue Asset Management
Washington
$62.2K +$215 +2 +0.3%
GIA
1999
GHP Investment Advisors
Colorado
$61.9K -$3.23K -30 -5%
BGAI
2000
Bruce G. Allen Investments
Colorado
$61.5K