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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 %
HCM
1026
Hengehold Capital Management
Ohio
$723K +$157K +1,569 +28%
FTWA
1027
Fifth Third Wealth Advisors
Ohio
$723K +$723K +7,213 New
LF
1028
Lantz Financial
Illinois
$723K -$11.2K -112 -2%
NG
1029
Norden Group
Utah
$723K +$76.8K +766 +12%
AWA
1030
Arete Wealth Advisors
Illinois
$721K -$981K -9,801 -58%
PA
1031
Prossimo Advisors
California
$719K +$9.02K +90 +1%
AA
1032
Ancora Advisors
Ohio
$719K +$60.6K +605 +9%
AIMA
1033
Ables Iannone Moore & Associates
Georgia
$717K -$11.9K -119 -2%
SSA
1034
Schonfeld Strategic Advisors
New York
$715K +$715K +7,129 New
WT
1035
Washington Trust
Rhode Island
$714K -$3.61K -36 -0.5%
NEI
1036
Northwest & Ethical Investments
Ontario, Canada
$714K +$56.1K +560 +9%
UCB
1037
United Community Bank
South Carolina
$712K +$1.6K +16 +0.2%
FCAS
1038
First Command Advisory Services
Texas
$711K -$43.2K -431 -6%
CA
1039
CoreCap Advisors
Michigan
$710K -$6.82K -68 -1%
AFG
1040
Albion Financial Group
Utah
$706K -$131K -1,303 -16%
DAM
1041
Doheny Asset Management
California
$706K -$1.1K -11 -0.2%
LWAM
1042
Legacy Wealth Asset Management
Minnesota
$704K -$86.5K -863 -11%
MFA
1043
Mayflower Financial Advisors
Massachusetts
$704K -$25K -249 -3%
P
1044
Pitcairn
Pennsylvania
$703K +$8.52K +85 +1%
PA
1045
Parallel Advisors
California
$702K +$24.8K +247 +4%
LA
1046
Legacy Advisors
Pennsylvania
$702K +$702K +6,999 New
BAM
1047
Belpointe Asset Management
Nevada
$701K -$31.5K -314 -4%
RAM
1048
Readystate Asset Management
Illinois
$700K +$389K +3,879 +125%
DT
1049
Diversified Trust
Tennessee
$700K -$112K -1,113 -14%
OIA
1050
Optimum Investment Advisors
Illinois
$698K -$52.6K -525 -7%