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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 %
AF
626
Allworth Financial
California
$2.19M +$339K +3,170 +18%
BCP
627
Berkeley Capital Partners
Georgia
$2.18M +$55.7K +556 +3%
FCB
628
First County Bank
Connecticut
$2.18M -$281K -2,803 -11%
MWM
629
Modera Wealth Management
New Jersey
$2.17M +$25.7K +256 +1%
DWM
630
Dakota Wealth Management
Florida
$2.17M -$8.22K -82 -0.4%
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$2.16M +$211K +2,107 +11%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$2.16M +$49.8K +497 +2%
FMWA
633
Forvis Mazars Wealth Advisors
Missouri
$2.16M -$12.9K -129 -0.6%
VCA
634
Verdence Capital Advisors
Maryland
$2.15M +$6.72K +67 +0.3%
EP
635
Edgestream Partners
New Jersey
$2.15M +$2.15M +21,419 New
SB
636
Strategic Blueprint
Georgia
$2.15M -$20K -200 -0.9%
FFP
637
FourThought Financial Partners
Florida
$2.12M +$74.6K +744 +4%
TT
638
TI-Trust
Illinois
$2.09M
SFS
639
Stiles Financial Services
Minnesota
$2.08M -$301 -3 -0%
AAS
640
Ameritas Advisory Services
Nebraska
$2.06M +$91.5K +913 +5%
1832 Asset Management
641
1832 Asset Management
Ontario, Canada
$2.05M -$419K -4,184 -17%
MSAM
642
Moloney Securities Asset Management
Missouri
$2.05M +$194K +1,937 +10%
WP
643
WealthShield Partners
North Carolina
$2.05M +$255K +2,546 +14%
HI
644
Harbour Investments
Wisconsin
$2.05M +$16.5K +165 +0.8%
CWG
645
Cornerstone Wealth Group
North Carolina
$2.04M -$6.32K -63 -0.3%
CIA
646
CCM Investment Advisers
South Carolina
$2.04M -$15K -150 -0.7%
KF
647
KKM Financial
Illinois
$2.03M +$19.5K +194 +1%
ET
648
Equitable Trust
Tennessee
$2.03M -$46.2K -461 -2%
PFS
649
Physicians Financial Services
North Carolina
$2.03M +$64K +638 +3%
CCP
650
Clarkston Capital Partners
Michigan
$2.03M