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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 %
DFA
2101
DHJJ Financial Advisors
Illinois
$17.8K
MWM
2102
Mascoma Wealth Management
New Hampshire
$17.5K
MCM
2103
MidAtlantic Capital Management
Virginia
$16.7K
SPF
2104
South Plains Financial
Texas
$16.1K +$16.1K +149 New
RWPA
2105
Richard W. Paul & Associates
Michigan
$15.9K -$108 -1 -0.7%
RAM
2106
Ramirez Asset Management
New York
$15.5K
TCG
2107
Transcendent Capital Group
Oklahoma
$15.2K
FFA
2108
Frazier Financial Advisors
Ohio
$14.8K
SC
2109
Swan Capital
Florida
$14.4K
FGC
2110
Financial Gravity Companies
Texas
$14.4K +$14.4K +134 New
STB
2111
S&T Bank
Pennsylvania
$14.3K +$14.3K +133 New
ETS
2112
ESL Trust Services
New York
$14.1K
PIS
2113
POM Investment Strategies
North Carolina
$14K +$4.85K +45 +53%
CPG
2114
Cornerstone Planning Group
New Jersey
$13.2K +$2.26K +20 +21%
HNW
2115
High Note Wealth
Minnesota
$13K +$13K +121 New
CJL
2116
Cyrus J. Lawrence
New York
$13K
WTFG
2117
Wood Tarver Financial Group
Idaho
$13K +$13K +122 New
PC
2118
Promus Capital
Illinois
$12.6K +$12.6K +117 New
AAG
2119
Accordant Advisory Group
Maryland
$12.1K
RTL
2120
Red Tortoise LLC
Georgia
$11.7K
WFA
2121
West Financial Advisors
Iowa
$11.6K
AWM
2122
Activest Wealth Management
Florida
$11.5K +$754 +7 +7%
CFP
2123
Comprehensive Financial Planning
Pennsylvania
$11.2K +$11.2K +104 New
GPI
2124
General Partner Inc
Pennsylvania
$10.9K
MWA
2125
Miller Wealth Advisors
Colorado
$10.8K