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Duke Energy

2,175 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, 881 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,175
Holders Change
+123
Holders Change %
+5.99%
% 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
881
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M
Name Holding Trade Value Shares
Change
Shares
Change %
GJWM
2276
Gilliland Jeter Wealth Management
Arkansas
-$49.9K -433 Closed
FF
2277
Friedenthal Financial
New Jersey
-$49.2K -427 Closed
RA
2278
Rational Advisors
New York
-$45.1K -391 Closed
CA
2279
Claris Advisors
Missouri
-$37.7K -327 Closed
RWM
2280
Reston Wealth Management
Virginia
-$37.7K -327 Closed
VFM
2281
Viking Fund Management
North Dakota
-$34.6K -300 Closed
OA
2282
Operose Advisors
Wisconsin
-$28.6K -248 Closed
FCMT
2283
Founders Capital Management (Texas)
Texas
-$23.5K -204 Closed
CWM
2284
Cedar Wealth Management
California
-$19.5K -169 Closed
MRC
2285
Millburn Ridgefield Corp
New York
-$17.3K -150 Closed
DI
2286
DAGCO Inc
Ohio
-$8.99K -78 Closed
BFPW
2287
BOK Financial Private Wealth
Colorado
-$7.03K -61 Closed
MBFW
2288
Morton Brown Family Wealth
Pennsylvania
-$5.77K -50 Closed
SHIM
2289
Stone House Investment Management
Pennsylvania
-$5.19K -45 Closed
HB
2290
Horizon Bancorp
Indiana
-$4K -38 Closed
YAL
2291
Your Advocates Ltd
Texas
-$2.77K -24 Closed
VAMG
2292
Voisard Asset Management Group
Michigan
-$1.27K -11 Closed
MFG
2293
Mendota Financial Group
Wisconsin
-$116 -1 Closed
DWM
2294
Dogwood Wealth Management
Kansas
-$11
GAM
2295
Groupama Asset Management
France
-$1.91M