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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 %
FGA
2001
Fortis Group Advisors
New Jersey
$61.4K
GA
2002
GoalVest Advisory
New York
$61K
FWA
2003
Flagship Wealth Advisors
Massachusetts
$60.7K +$60.7K +563 New
MMCM
2004
Murphy & Mullick Capital Management
New York
$59.6K +$59.6K +553 New
VIA
2005
Virtus Investment Advisers
Connecticut
$57.6K
BHWM
2006
Beaird Harris Wealth Management
Texas
$56.3K +$30.6K +284 +119%
SCA
2007
Stuart Chaussee & Associates
California
$55.4K
M
2008
MOTCO
Texas
$53.9K -$6.46K -60 -11%
LAM
2009
Lummis Asset Management
Texas
$53.9K
TCPG
2010
Trivant Custom Portfolio Group
California
$53.9K
HSA
2011
Hussman Strategic Advisors
Maryland
$53.9K
HFS
2012
Hopwood Financial Services
Virginia
$53.9K +$53.9K +500 New
OLVIG
2013
Oliver Lagore Vanvalin Investment Group
Michigan
$53.5K
BTD
2014
BankPlus Trust Department
Mississippi
$53.2K +$53.2K +494 New
POIA
2015
Pin Oak Investment Advisors
Texas
$53K
T
2016
Tidemark
California
$52K +$539 +5 +1%
DAM
2017
Delta Asset Management
Tennessee
$51.7K -$4.09K -38 -7%
CH
2018
Canton Hathaway
Rhode Island
$51K
PPWM
2019
PFG Private Wealth Management
Florida
$50.2K
FWM
2020
FSA Wealth Management
Massachusetts
$47.1K
C
2021
Covestor
United Kingdom
$47K +$2.8K +26 +6%
HWM
2022
Hemington Wealth Management
Virginia
$47K +$3.72K +35 +9%
LWA
2023
Lowe Wealth Advisors
Maryland
$46.9K +$5.71K +53 +14%
RA
2024
Rise Advisors
New York
$46.9K +$431 +4 +0.9%
HCM
2025
Horrell Capital Management
Arkansas
$46K