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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 %
PWMG
2026
Private Wealth Management Group
New Jersey
$45.4K +$16.2K +150 +55%
GKIM
2027
GW&K Investment Management
Massachusetts
$45K +$1.18K +11 +3%
GTAM
2028
Global Trust Asset Management
Florida
$44.1K -$7.11K -66 -14%
1IA
2029
1620 Investment Advisors
Massachusetts
$42.9K -$3.24K -30 -7%
AFM
2030
Aspetuck Financial Management
Connecticut
$41.8K +$41.8K +388 New
MAM
2031
Meeder Asset Management
Ohio
$41.5K -$36.4K -338 -47%
PA
2032
Pineridge Advisors
Missouri
$40.7K +$431 +4 +1%
IWP
2033
IAG Wealth Partners
Wisconsin
$40.3K +$40.3K +374 New
APW
2034
Acima Private Wealth
Virginia
$39.6K
MCA
2035
Midwest Capital Advisors
Michigan
$39.5K +$39.5K +367 New
TIM
2036
Tortoise Investment Management
New York
$39K
PP
2037
Pacifica Partners
Canada
$38.2K +$108 +1 +0.3%
MSG
2038
Main Street Group
Virginia
$38.2K -$47.6K -442 -55%
TFM
2039
TFC Financial Management
Massachusetts
$38K
S
2040
Sachetta
Massachusetts
$37.9K -$8.73K -81 -19%
WAM
2041
WFA Asset Management
Wisconsin
$37.5K +$108 +1 +0.3%
FCT
2042
First Community Trust
Iowa
$37.5K
LD
2043
Lipe & Dalton
New York
$37K
RPA
2044
Redwood Park Advisors
California
$35.9K +$35.9K +333 New
OCM
2045
Orion Capital Management
California
$35.9K +$35.9K +333 New
CWM
2046
Centricity Wealth Management
Ohio
$35.8K +$35.8K +332 New
CCM
2047
Chilton Capital Management
Texas
$35.7K +$27.7K +257 +347%
HI
2048
Hoey Investments
Pennsylvania
$35.6K +$35.6K +330 New
MC
2049
Montag & Caldwell
Georgia
$35.6K +$35.6K +330 New
FIM
2050
FWL Investment Management
Texas
$34.9K