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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 %
HF
2001
Halpern Financial
Virginia
$14.4K
CJL
2002
Cyrus J. Lawrence
New York
$13K
AAG
2003
Accordant Advisory Group
Maryland
$12.9K +$1.38K +12 +12%
RTL
2004
Red Tortoise LLC
Georgia
$12.6K
WFA
2005
West Financial Advisors
Iowa
$12.5K
MWA
2006
Miller Wealth Advisors
Colorado
$12.1K
GPI
2007
General Partner Inc
Pennsylvania
$11.6K
AWM
2008
Activest Wealth Management
Florida
$11.5K +$11.5K +100 New
CPG
2009
Cornerstone Planning Group
New Jersey
$11.1K +$344 +3 +3%
ACM
2010
Anfield Capital Management
California
$10K +$8.65K +75 +625%
PIS
2011
POM Investment Strategies
North Carolina
$9.83K +$116 +1 +1%
DPW
2012
DiNuzzo Private Wealth
Pennsylvania
$9.8K -$1.73K -15 -15%
IAIM
2013
International Assets Investment Management
Florida
$9.76K +$9.69K +1,117,526 +13,829%
UWM
2014
USAdvisors Wealth Management
Minnesota
$9K
TFGT
2015
TS Financial Group (TSFG)
Illinois
$9K
DI
2016
DAGCO Inc
Ohio
$8.99K
CCM
2017
Chilton Capital Management
Texas
$8.53K -$5.42K -47 -39%
WAS
2018
Winch Advisory Services
Wisconsin
$8.42K +$115 +1 +1%
CFS
2019
CGC Financial Services
Oregon
$7.61K
AP
2020
Aspect Partners
Virginia
$7.26K
MCI
2021
MRP Capital Investments
Georgia
$7.26K +$7.26K +63 New
BFPW
2022
BOK Financial Private Wealth
Colorado
$7.03K -$58K -503 -89%
PCM
2023
Penserra Capital Management
California
$7K -$35.4M -318,702 -100%
CJ
2024
Caitlin John
Michigan
$6.99K +$111 +1 +2%
AWM
2025
Ameliora Wealth Management
Switzerland
$5.77K -$34.6K -300 -86%