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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
28.97%
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 %
FWA
2051
FSC Wealth Advisors
New York
$34.6K -$9.8K -91 -22%
PCWA
2052
Pacific Capital Wealth Advisors
California
$34.2K
GWSA
2053
Global Wealth Strategies & Associates
Colorado
$34.2K
WAS
2054
Winch Advisory Services
Wisconsin
$34K +$26.2K +243 +333%
OC
2055
Oarsman Capital
Wisconsin
$33.5K
CFS
2056
CGC Financial Services
Oregon
$33.2K +$26.1K +242 +367%
GFPC
2057
Global Financial Private Client
Florida
$32K +$539 +5 +2%
SO
2058
Sierra Ocean
California
$31.3K +$31.3K +290 New
CWM
2059
Compass Wealth Management
Connecticut
$31.2K
RS
2060
Rakuten Securities
Japan
$31K +$29.1K +270 +1,500%
CFG
2061
CKW Financial Group
Hawaii
$31K
NWM
2062
Nova Wealth Management
Florida
$30.4K +$30.4K +282 New
OW
2063
Olistico Wealth
Oklahoma
$30.2K
JFA
2064
JNBA Financial Advisors
Minnesota
$29.7K
WCM
2065
WealthTrak Capital Management
Virginia
$29.7K +$29.7K +276 New
BIA
2066
Bell Investment Advisors
California
$28.9K -$3.56K -33 -11%
TFA
2067
Toth Financial Advisory
Virginia
$28.4K
MFS
2068
Mattson Financial Services
Michigan
$28.1K +$28.1K +244 New
PWM
2069
Parkworth Wealth Management
California
$28.1K +$28.1K +261 New
LIS
2070
Legacy Investment Solutions
Idaho
$27.6K -$1.96K -17 -7%
LWMI
2071
Legacy Wealth Management (Idaho)
Idaho
$27.6K -$1.96K -17 -7%
SWA
2072
SOA Wealth Advisors
New York
$27.4K +$5.4K +50 +25%
LWCFA
2073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
CAC
2074
Core Alternative Capital
Georgia
$26.9K
VWM
2075
Vermillion Wealth Management
Minnesota
$26.9K +$26.9K +250 New