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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 %
BFS
901
Burkett Financial Services
South Carolina
$979K +$9.42K +94 +1%
FVWA
902
Foster Victor Wealth Advisors
South Carolina
$975K +$72K +676 +8%
HKIM
903
Hayek Kallen Investment Management
Alabama
$971K +$1.7K +17 +0.2%
CIAS
904
CFS Investment Advisory Services
New Jersey
$969K +$30.3K +302 +3%
KFGK
905
Keystone Financial Group (Kentucky)
Kentucky
$968K +$35.7K +356 +4%
ADL
906
Asset Dedication LLC
California
$965K -$1.9K -19 -0.2%
KWA
907
Kellett Wealth Advisors
Ohio
$965K -$17K -170 -2%
CV
908
Counterweight Ventures
North Carolina
$964K -$3.51K -35 -0.4%
VT
909
Vise Technologies
New York
$959K +$52.9K +528 +6%
VA
910
Valmark Advisers
Ohio
$957K -$6.42K -64 -0.7%
CS
911
Capital Square
Tennessee
$955K +$42.3K +393 +5%
WFS
912
Widmann Financial Services
Maryland
$953K -$6.72K -67 -0.7%
OF
913
Outfitter Financial
Maine
$952K +$53.6K +535 +6%
CBOR
914
Community Bank of Raymore
Missouri
$952K +$3.31K +33 +0.3%
PFSC
915
Peoples Financial Services Corp
Pennsylvania
$952K -$3.51K -35 -0.4%
UBV
916
United Bank (Virginia)
Virginia
$947K
KFS
917
Keynote Financial Services
Connecticut
$947K
BFA
918
Beacon Financial Advisory
Ohio
$937K +$937K +9,353 New
AWA
919
Arkadios Wealth Advisors
Georgia
$936K +$160K +1,594 +21%
MFS
920
Mirabella Financial Services
United Kingdom
$936K +$300K +2,993 +47%
CAI
921
Capital Advisors Inc
Oklahoma
$933K +$122K +1,216 +15%
CF
922
Convergence Financial
Missouri
$928K +$928K +9,256 New
SLI
923
Sumitomo Life Insurance
Japan
$927K -$117K -1,165 -11%
CFCI
924
Comprehensive Financial Consultants Institutional
Indiana
$926K +$92.4K +922 +11%
MIM
925
Morningstar Investment Management
Illinois
$921K