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Duke Energy

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
28.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
326
Insight Folios
North Carolina
$6.9M +$61.8K +617 +0.9%
BA
327
BCM Advisors
Louisiana
$6.82M +$7.21K +64 +0.1%
CCM
328
Canal Capital Management
Virginia
$6.79M +$61.7K +616 +0.9%
AI
329
Atria Investments
North Carolina
$6.79M -$418K -4,166 -6%
WA
330
Wasatch Advisors
Utah
$6.74M -$551K -5,500 -8%
PSP
331
Principal Street Partners
Tennessee
$6.73M -$4.21K -42 -0.1%
SWIG
332
Strategic Wealth Investment Group
Kentucky
$6.71M +$6.71M +67,560 New
KPWS
333
Kestra Private Wealth Services
Texas
$6.67M +$730K +7,288 +12%
NC
334
NewSquare Capital
Pennsylvania
$6.65M +$180K +1,821 +3%
SA
335
Strategic Advisors
New York
$6.65M +$601 +6 +0%
CCC
336
Cincinnati Casualty Company
Ohio
$6.65M
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$6.64M +$31.1K +310 +0.5%
PP
338
Patten & Patten
Tennessee
$6.61M -$148K -1,474 -2%
SC
339
SouthState Corp
Florida
$6.57M -$148K -1,474 -2%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$6.52M -$29.4K -293 -0.4%
MAA
341
Matrix Asset Advisors
New York
$6.51M -$29.8K -297 -0.5%
HWM
342
HB Wealth Management
Georgia
$6.47M +$62.6K +625 +1%
WF
343
Welch & Forbes
Massachusetts
$6.46M -$22.2K -220 -0.3%
WB
344
WesBanco Bank
West Virginia
$6.46M +$87.3K +871 +1%
PFP
345
Pinnacle Financial Partners
Tennessee
$6.4M +$1.72M +17,284 +37%
HF
346
HRT Financial
New York
$6.4M +$6.4M +63,863 New
GI
347
GLOBALT Investments
Georgia
$6.39M -$86K -858 -1%
FPB
348
First PREMIER Bank
South Dakota
$6.3M -$127K -1,266 -2%
KIG
349
Kessler Investment Group
Indiana
$6.27M +$116K +1,160 +2%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$6.25M -$251K -2,504 -4%