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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 %
CCG
501
Cypress Capital Group
Florida
$3.23M +$43.7K +436 +1%
QCM
502
Quantinno Capital Management
New York
$3.23M +$550K +5,487 +21%
PT
503
Plimoth Trust
Massachusetts
$3.22M +$41.1K +410 +1%
SGC
504
Slocum, Gordon & Co
Rhode Island
$3.22M -$50.1K -500 -2%
ACM
505
Argyle Capital Management
Pennsylvania
$3.21M -$76.8K -766 -2%
CA
506
Carson Advisory
Georgia
$3.2M +$7.42K +74 +0.2%
SCM
507
Schnieders Capital Management
California
$3.2M +$204K +2,034 +7%
PI
508
PFG Investments
New York
$3.2M +$400K +3,990 +14%
TAM
509
Townsend Asset Management
North Carolina
$3.2M +$21.1K +211 +0.7%
PS
510
Principal Securities
Iowa
$3.17M +$176K +1,759 +6%
GRP
511
Global Retirement Partners
California
$3.13M +$601K +5,993 +24%
LA
512
Lynch & Associates
Indiana
$3.13M -$18.4K -184 -0.6%
LFAS
513
Level Four Advisory Services
Texas
$3.12M -$850K -8,483 -21%
HAG
514
HighPoint Advisor Group
Illinois
$3.11M +$422K +3,837 +16%
VWMG
515
Virginia Wealth Management Group
Virginia
$3.09M -$17.6K -176 -0.6%
BCM
516
Birmingham Capital Management
Alabama
$3.08M -$615K -6,132 -17%
CAG
517
Csenge Advisory Group
Florida
$3.06M +$169K +1,683 +6%
FNBOO
518
First National Bank of Omaha
Nebraska
$3.06M +$292K +2,910 +11%
MA
519
Montag & Associates
Georgia
$3.05M +$11.7K +117 +0.4%
MCM
520
MAI Capital Management
Ohio
$3.05M -$43.2K -431 -1%
TSWM
521
Triangle Securities Wealth Management
North Carolina
$3.03M +$200K +1,994 +7%
FNB
522
Farmers National Bank
Kentucky
$3.03M -$11.4K -114 -0.4%
CCM
523
Cohen Capital Management
California
$3.02M
PMIA
524
Patrick Mauro Investment Advisor
Illinois
$3.01M -$74.4K -742 -2%
BPC
525
Banque Pictet & Cie
Switzerland
$3.01M