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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 %
PPW
751
Parcion Private Wealth
Washington
$1.48M +$58.5K +584 +4%
NSEDCP
752
NJ State Employees Deferred Compensation Plan
New Jersey
$1.48M
GWMR
753
GC Wealth Management RIA
Massachusetts
$1.47M +$246K +2,450 +20%
HH
754
Hilltop Holdings
Texas
$1.47M +$127K +1,268 +9%
SAM
755
Silvercrest Asset Management
New York
$1.47M +$83.5K +833 +6%
RWB
756
RMR Wealth Builders
New Jersey
$1.46M +$217K +2,166 +17%
RCM
757
RNC Capital Management
California
$1.46M +$137K +1,363 +10%
WDG
758
Wealth Dimensions Group
Ohio
$1.46M +$19.7K +197 +1%
PTC
759
Private Trust Company
Ohio
$1.46M -$47.4K -473 -3%
MFP
760
Meridian Financial Partners
Virginia
$1.45M +$29.4K +275 +2%
CC
761
Courier Capital
New York
$1.45M -$118K -1,175 -8%
CFB
762
Cullen/Frost Bankers
Texas
$1.43M -$454K -4,531 -24%
AOWM
763
Alpha Omega Wealth Management
Virginia
$1.43M -$12.7K -127 -0.9%
LHC
764
Little House Capital
Massachusetts
$1.42M +$7.82K +78 +0.6%
NAM
765
NTV Asset Management
West Virginia
$1.42M +$43.8K +437 +3%
HI
766
Horizon Investments
North Carolina
$1.42M +$6.52K +65 +0.5%
ISL
767
Ingalls & Snyder LLC
New York
$1.42M -$40.4K -403 -3%
BTI
768
Blue Trust Inc
Georgia
$1.41M +$96.1K +994 +7%
FAM
769
Formidable Asset Management
Ohio
$1.41M +$183K +1,823 +15%
TCOV
770
Trust Company of Vermont
Vermont
$1.41M -$89.5K -893 -6%
DCM
771
Donaldson Capital Management
Indiana
$1.41M -$48K -479 -3%
JCM
772
Jacobi Capital Management
Pennsylvania
$1.41M -$37.8K -377 -3%
ATPW
773
Ashton Thomas Private Wealth
Arizona
$1.4M -$129K -1,285 -8%
ZIC
774
ZWJ Investment Counsel
Georgia
$1.39M -$14.6K -146 -1%
FMI
775
F/M Investments
District of Columbia
$1.39M +$1.39M +13,868 New